Feature Requests

Add a status for Change Orders so we can see where we are in the change order process. Some projects are very change order heavy and tracking them is difficult. Only having pending and approved is to vague - put a drop down menu next to each change order so we see the current status. Example - requested -engineering - quoting - sent - approved - ordered -complete

It would be nice to see the date ranges through status changes. We already know when project was created, awarded, when it starts and when it ends. The in between after creation and prior to awarding is not factored in. The project can go to many different departments/processes such as Engineering, Revision, Review etc. Being able to log and track these dates from change in status is key for time/turn around. It provides data that shine light on efficiencies and inefficiencies.

We use workflow rules to notify team members when a project is approved, when PO's are submitted, when equipment is received, when a deposit is received etc. It would be great to have a tab in the project explorer section that shows a history of the project status by date. When there were design changes, when the PO's had been sent, when all the gear arrived etc. Many of our steps are not linear, so without this the only way to know is to search through notifications.

Add a Billing Status drop down, similar to current project status, for tracking billing. We'd like to use this for rough-in billing, 50% down billing, project completed wait to bill, etc. Don't want to use project status drop down.

It would be great to be able to set the status of POs to Backordered if that would be the case.

Would really appreciate being able to set PO's status to "Ready for Pick-Up" or something like that, and "Back Ordered"

Need further order status state like project statuses. In Project Status, we can have many project status, and their state could mean one of three, either Open, Won, or Lost. Need similar functionality for Order Status, so many order statuses, and state can be either of three, Not Ordered, Ordered, Received. For example, pending payment could be Not Ordered, Ordered can be status Ordered, Delayed in Transit could be status Ordered, Reached Port could be status Ordered, Picked by Warehouse could be Received, In Warehouse could be status received, etc.

Add a field alongside project statuses for us to write a description of the status. These would be visible as tooltips when mouse-over the status in the dropdown. This way we can see what the status is for, and when to use it. Mostly for those who are new to our process, or are uncertain.

Most customer have seen and are using project statuses, but they can't seem to have enough it. In SI projects, the statuses are coming up new everyday. Would it be a good idea to have two-levels of project statuses? So the 1st level can say - New Lead; 2nd level will say - Referral / Website / Online Marketing Another example can be, L1 says Awaiting Information, L2 would say From Architect/From Consultant/From Client Then in the project list layout, we have two separate columns, one for level 1, 2nd for level 2, and then a third column which shows combined name of L1 and L2 project status. Would add better control, when if a sales rep is sitting with customer or sharing their screens with consultant or architects.

This is aligned with a previous post that requests project statuses can be changed without the cumbersome check-out/check-in process, which also changes the projects ‘updated on’ field. Project statuses should be able to be sorted by user priority in the Project Explorer. Currently only alphabetically sorting options are available, which is utterly useless. This would enable the sales/design/project users to view the projects most relevant to them, rather than what the alphabet decides is most important. A new project state - In Progress - in addition to Open/Won/Lost would be fantastic. Selecting a project status with the “In Progress” state could also have a prompt to automatically create tasks in MI based on labour phases of the project. Every time a CO is accepted, the amendments could also be automatically pushed to MI with a prompt as well.