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

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 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.

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

The ability to have more/ custom status' for purchase orders for vendors who don't use the vendor portal. Currently there are only 3 status' for purchase orders. Adding more would be beneficial. Also, being able to mark an order as accepted when a vendor doesn't use the portal would be a huge help as well.

It would be great in Management Reports - Purchase Order Request with order status to be color coded - Possibly select color you wish to have for each status.

Checklists are a nice feature but seem to need a fair bit of work. We would like to see checklists auto added to the project when it hits a cert project status. Would be great if it then checklists had pre defined users/resources/groups that would carry out those tasks and it just auto created tasks for those people and notified them. Currently it seems quite clunky in you have a checklist but no one really knows it exists unless a task is created so you have to come out create a task but doesnt seem to link up with the project/ oringal checklist in the project.

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.

Hey, would be good if we could auto create tasks using workflow rules for project status. for example a project is won so auto create a task for the 'Assigned to' person to schedule a kick off meeting also create a task for the designer to check the design of the system etc. This would help us a lot by saving time creating the same tasks for each project when they go live