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Drag and drop assignee to set up the drop order between "assigned to" and "courtesy copies"
When assigning trade partners to NTC orders, the current feature that says, "Drag and drop assignee to set up the drop order" is only capable within the assigned area or courtesy copy area. It would be helpful if the feature allowed you to drag an...
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Checklist Template choices, in Security Role Settings
When you dive into the portfolio security role settings, you can easily decide if a security role has access to checklists and what they should be able to do with those checklists. However, there is not an ability to select which checklists a secu...
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1
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Please only link 1 drawing when first creating record then adding record link to that drawing added
This is causing quite confusion as it looks like there are 2 different drawings and revisions added when you first create the record (RFI, Submittal, Punch), then open the drawing and link the new record to it. When you open the record there are 2...
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3
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In the Drawing Sets tab there exists no options for generating or printing status reports
In drawing sets we have drawings in various stages in our process. Open, In Process and Closed are in used most frequently. Reports that compiled data from multiple projects would be very helpful
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Future consideration
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