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Vendor Project List

Within a vendors profile in Trimble Pay, I’d like to have a tab that displays a list of all the jobs associated with that vendor. This view should include the job name, job number, contract name, contract number, and indicate whether the job is ac...
Guest 6 months ago in Vendor Management 0

Lower Tier Lien Waiver Task List

We would like a task list view dedicated to reviewing lower tier lien waivers. We would like for their to be a company level permission "lower tier officer admin" which can view all lower tier lien waivers across all jobs and a project level permi...
Becky Cannon 6 months ago in Lower Tier Tracking 1

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...
Scottie Branson 3 months ago in Change Orders 0

Add Company Name column to Integrations Import page.

Because Vista does not require that Project numbers be unique between different companies, the lack of the company name column could easily lead to wrong projects being imported.
Scot Strickland 8 months ago in Integrations 1 Planned

Add delete contract to the bulk actions menu.

Add delete contract to the bulk actions menu
Becky Cannon about 2 months ago in Vendor Management 0

Administrative Control over Member Assignments

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...
Guest 5 months ago in User Roles & Permissions 0

COI bulk download

Would be great for multiple vendors COI to be downloaded by bulk.
Guest about 1 year ago in Compliance 2

Archiving Contracts

The ability to archive contracts that are not being handled in Trimble but are automatically imported from the ERP.
Becky Cannon about 1 year ago in Project Setup 0

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...
Becky Cannon 4 months ago in Compliance 0

Block vendors from altering their SOV

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.
Guest about 1 year ago in Project Setup / Subcontractor Billing 0