Ideas for New or Improved Features
Welcome to our feedback forum that let’s you submit improvement ideas and vote on which items are the most important to you. Each of your company users has 10 votes, and you can apply up to 3 votes for one item per user (you can change votes later, and you get your vote back when we complete an item). We use the votes to help us decide which items to work on next, so start voting!
264 results found
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Color code the dashboard projects
I would like to see all of my sent projects in a different color from my unsent projects and archived projects
2 votes -
Add a note or color option
To be able to add a note to a project in calender view
for example to attach something like" this project has been awarded , is still pending , or was not awarded", but only to be viewed by GC's not subs.2 votes -
Add Project Type
It seems we do a lot of remodel work these days that are part of an expansion as well. I would like to be able to select a Project Type something like "New Build with Remodel" if possible.
2 votes -
Add a Tax Exempt field
Add a field for Tax Exempt Project (Yes) (No) to the project summary
2 votes -
Allow user to change default font and size
Allow user to change default font and size for Invitations. It seems that subs overlook summary details if the font is not increased in size over default when they read the ITB.
2 votes -
NOTE BOX to be under Primary Contact Information
NOTE BOX to be on the same page as Primary Contact Information. Not a TAB. But not for Bidders to see. This would be more useful and would be noticed by my employees when calling bidders..
2 votes -
Option to not show what trades we invited sub to in Subcontractor Portal
Definitely feel you need an option to not show trades Plan Room. You have option not to display on Invite but then they show up in Plan Room. If we have sub with 1 trade listed and they want to bid multiple trades we are unaware of ... don't want them to feel limited. I would never be showing my trades as a standard.
2 votes -
Prequal Sending Forms
There should be two steps in sending prequal forms, just like there is in sending an RFP. In RFP, after selecting vendors and sending, there is a second step confirmation that says, do you wish to send to # of senders. In prequal you hit send and it is gone, without the benefit of confirming that the number of recipients is correct. Ideally it should be identical to a bidders list, with the option to correct the list prior to sending.
I like the simplicity of Pipeline but the all processes need to have built in quality assurance checks, and…
2 votes -
Daily Activity Log - Table Format
Convert the daily activity log into table format.
2 votes -
Daily Activity Log - Date Range
Daily activity log in certain date ranges
2 votes -
2 votes
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Site visit acknowledgement
It is good to have / see site visit information.
It would be very helpful if they were able to advise attendance by selecting a yes or no response; just like when being invited to bid.2 votes -
Additional Project Type Options
Our company does a lot of combination "Addition and Renovation" projects which really doesn't fall within the two current project type choices of "New Construction" and "Remodel / Tenant Improvement". Can we get that as an additional project hype choice in our bid invites?
2 votes -
Coverage Report - Add a column for Bids Received
Add a column on the coverage report that shows how many bids have been received in a certain trade.
2 votes -
Option to show the CSI codes and trade descriptions in scope Box (of the trades selected)
On the Project Summary (above the Scope section), allow me to check a box which will insert all of the CSI Codes and trade descriptions that I selected for the Project into the Scope Box so that they automatically show on the invitation.
1 vote -
Enable a way to print out Pipeline Updates to share with team members, either via email or print out.
Enable a way share Pipeline Updates with team members and non-users, either via email or print option. Currently, I do a print screen, copy to Word and print out or email to my team.
1 vote -
Default of 2 days between bid due dates
By default have the GC bid due date 2 days afer the the sub due date when clicking on the callendar
1 vote -
Bid Schedule Report
Add a report - Bid Schedule Report
1 voteEric, Can you provide more details, ie., what will the report look like, is it a copy of the Calendar or a list of Projects, and if it’s a list of projects, which ones and what data/columns would be needed.
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Show a Bidders list of those who haven't submitted bid (without the No's)
Allow user to filter a bid list by the subcontractors who have not sent in their bid and/or who are unconfirmed. This option will allows the estimator to get a concise list of bidders who have not sent their bids yet or have not confirmed if they are bidding or not.
1 vote -
Within a sub's record, add a "Send to all Unsent Projects".
This is in conjunction with (or after) the feature is built that allows user to add a sub to a project bidders list directly from their contact record. After adding the company to the project(s), be able to click a button to send to all the projects I just invited them to ("Send to all Unsent Projects").
1 vote
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