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Restrict Template Permissions to Assigned User

We recently started using Templates in D‑Tools, and they seem like an excellent way to reuse common installation setups. However, we would like more control over who can access these Templates. Right now, this appears to be possible only through “...
Guest about 22 hours ago in 

SI API - Project Deleted & System category for catalog items

Two requests to add to the SI API: Project deleted - there are few projects that come up with duplicate project numbers, yet they've been deleted in d-tools and they're not duplicates. Requesting a deleted boolean flag so my custom MCP server ca...
Guest 2 days ago in 

Special pricing for items and labor

When pricing items for a project, 75% of the time it's perfectly acceptable to use the standard price types for the project and it's nice that we can assign specific price types to a customer. However, there are specific areas where D-Tools is wea...
Eric Kalpakoff 4 days ago in 

Catalog Workflow rule

If any new items are added from Web Lib to the catalog, they can be marked as unapproved, and an email can be sent to the approver to review the items before they are pushed to the approved state. Would also need the option to access/view unapprov...
Sandeep P. 6 days ago in 

Wire Run Shape Up/Down

It would be nice to be able to add estimated feet up the wall and down the wall to the shape data that would add to the total footage. Practical examples would be: Distance from 18" AFF wall plate to ceiling, then across the ceiling (normal), then...
Eric Kalpakoff 15 days ago in 

Task Percentage Complete Based on Checklist

Not all tasks include items to be installed and not all tasks are for the filed team. Our engineering department uses tasks for work assignments like quoting or creating submittals documentation. It would be nice to be able to have the option to c...
Eric Kalpakoff 11 days ago in 

Project Explorer Column Abbreviations

It would be nice if the column names could auto-abbreviate when you shrink the column to be smaller than the name. The column names take up so much horizontal real estate For example: 'Owner Furnished Equipment' can be abbreviate to 'OFE' Also, th...
Eric Kalpakoff 12 days ago in 

On scheduling tabs, allow option of setting of default view between hour, resource or project.

Scheduling view now ALWAYS defaults to "show schedule by hour", please allow user to choose their own default from the "show schedule by" Hour, Resource or Porject options.
Guest 5 days ago in 

Assign Primary Contact for Different Client Sites

We have several Clients who have multiple sites that are managed by different people. It would be EXTREMELY helpful to be able to set a Primary Contact for each of these sites, rather than only being able to set a single Primary Contact for the cl...
Guest 14 days ago in 

Mark Catalog Categories Approved Unapproved

Over the years, we have made a lot of custom categories/subcategories that don't necessarily align with the categories that can be pulled down from the D-Tools product library. For example, for network products we use: 'NETWORK' in our catalog. Fr...
Eric Kalpakoff 19 days ago in