We would like a setting so we can block our vendors from altering the SOV values. We don't want them to be able to make changes to either their subcontract nor change order items/description/scheduled values.
We have different approvers on our jobs. Unfortunately, anyone can alter the assigned approvers. It would be beneficial to have an admin control that locked this in place where only a select few had the capability of changing. We have had problems...
Allow line items numbers to display on change orders
When building the SOV, all the original items have a line item number, which we can use as reference, but all change orders just display 'CO', regardless of how many change orders or change order line items their are. Additionally, when change ord...
We have multiple divisions and Joint Ventures that are managed by our Accounting Team - which all use the same email address. Having to create a separate email address for each division to manage the financials is a hassle. Please create a way to ...
Report showing how many job a sub is on and current % complete
This would allow us to see how many jobs a current sub is on to determine if they can handle another job and to see how fairly jobs are spread amongst subcontractors
It would be good when we see the Vendor Membors within a company if it would identify the roles of each member. This is helpful as we would know which member to reach out to when we need assistance. For example, only the Admin of the Vendor member...
Compliance items that are specific to the contract for instances with multiple contracts assigned to one vendor under one project
Daniel Traynor (Trimble Pay) At this time a compliance requirement can be applied at the vendor level, across all contracts and projects that vendor has within the entire system, by going to the Vendors tab and adding a compliance requirement ther...
There is currently no way to review which team members/users are assigned to individual projects without drilling into each and every project. In addition, there is no way to see what projects a specific team member is assigned to. Both would be v...
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