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Auto Archive Shorter Timeline

Would it be possible to reduce the minimum time to auto archive a project if it hasn’t been updated. Right now the smallest amount of time I’m allowed to set it at is 24 months. I would really like to set it to 12 months.
Guest over 1 year ago in  0 New

Service Order Queries

Please add Queries to service order and tasks.
Guest about 2 years ago in  0 New

Catalog Quick Filter by Labor Types

The expected behavior from checkboxing a labor type in the Quick Filter is that only items with that labor type should be returned, regardless of the names of the other labor types. I have a labor type called "Off Site Build" and another called "I...
Guest over 1 year ago in  0 New

Report Group Export

When we edit any report in designer, we get option to export to server, when we wish to provide the report access to our team. Similar option or alert window is needed when we edit or create a report group which should ask if we want to export the...
Sandeep P. over 1 year ago in  0 New

Revisions/Change Orders - Custom Layout "Save As" Direct Access

It would be beneficial to have a "Save" or "Save As" function in the Revisions or Change Orders LAYOUTS tab. This would be similar to how this is shown/selected in the main ribbon menu under LAYOUTS for Project Explorer. We can do this once inside...
Guest over 1 year ago in  0 New

Update Similar - Mass Update Packages

A Checkbox for similar items checkbox available for mass updating products but is missing for mass updating packages.
Sandeep P. over 1 year ago in  0 New

Allowable Hours per Service Plan Item

It would be useful to be able to include a certain amount of Allowable Hours with each Service Plan Item. So that If an Item has 4 hours on it, it would automatically add the 4 hours to the Allowable hours in the service plan when added. Similar t...
Guest over 2 years ago in  0 New

Quick Filters for Change Orders

In Quick Filters, would be nice to have filters for pending change order items too: pending items, marked for deletion, marked for addition, etc
Guest over 2 years ago in  0 New

Site address changing when client is changed

When a client is changed on a project it would be nice to have the option to not change or clear the site address.
Guest 9 months ago in  0 New

More flexible, AI-assisted proposal/reporting engine (competitive gap vs Xten)

We would like a more flexible and modular proposal/reporting engine, including: The ability to define proposal structure independently from line-item layout Modular sections (narrative, scope, phases, systems, summaries) that can be rearranged or ...
Guest 9 months ago in  0 New