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!
199 results found
-
Notices
Can you create a different notice that you can send after the bids are due that would not have the Bid Due Date or have the Will you be Bidding button at the bottom.
8 votesUse the Notice Memo feature, and make sure to uncheck the box "Show Login info?". That will hide the "Will you be bidding? Yes No" buttons.
-
Make View OPR larger/more obvious (highlight in blue) Click Here (arrow) View Online Planroom Portal
Is there a way to make View Online Planroom Portal larger? More obvious?
For Example: Click Here (arrow) View Online Planroom Portal
Highlight in Blue
8 votesNew big blue button has been added to Bid Invites, thanks to you feedback!
Thanks for the idea! (this was added in November 2019) -
Project Info Screen: Add Bid time to new Bid Due Date, and Move Bid Times to right of Bid Date
Now that there is a GC Login option in Admin>My Record>User Preferences, there needs to be a bid time for new/second Bid Due Date. Move the bid time pull-down to the right of the Bid Date field (omit the field heading "Bid Time" since it is understood). This way, it looks clean and easy to understand with both bid times to the right of Bid Dates when user wants to input both the sub Bid Date and the GC Bid Date.
7 votesGC Bid Date is now a user preference to Show or Not on the invitation and on the Project info screen. It will default to Not show.
Older projects may need a Bid Date input, so before sending an older project make sure to Preview before sending to make sure it is showing your desired Bid Date and Time.
Now both bid dates have a Bid Time and are working properly, showing on all Project lists and on the Bid Calendar (shows GC Bid Date unless there is none, then it will show the standard (Sub) Bid Date. Next we are working on the user option to show both Bid dates in different colors on your Bid Calendar. -
Modify Trades of Multiple Companies.
Make it easier to modify trades of a company or many companies - there are too many steps to accomplish this task right now for one company and is very time consuming to change or update many companies.
7 votesYou can now assign multiple companues to a Trade (or Group).
Go to:
Companies> Mass Assign Trades/Groups -
Provide DELETE feature for "Saved Forms" in PreQual
We have accumulated too many SAVED PreQual forms and would like to be able to eliminate most & keep just 2
7 votesYou can now Archive saved/sent forms to move them off the list of Active forms.
-
Allow Notices to be Templated/Copied over to a new project
It would be nice to have Notice Templates that i can create and use over and over, similar to the Copy Project or Copy Bid List feature.
7 votesYou can now create Notice Templates and re-use them to save time entering the same ones!
-
6 votes
-
Optional Subcontractor Terms of Use Agreement for Subs logging into Plan Room
Allow Admin to show our customized "Terms of Use" that they must agree to before logging into the Plan Room. Allow Admin user to turn this function on or off.
6 votesYou now have the option of creating your own “Terms of Use Agreement” that your subcontractors must read and accept before they can log into your pipelineOPR online plan room. It is under Admin>System Preferences>User Defined Fields. Just change from “Disabled” to “Enabled”, paste in your Terms, and click “Update Terms”.
-
Add a report showing all uploaded bids per project.
Having a report that shows which subs have uploaded bids would allow us to confirm which bids we have received thru pipeline.
6 votesThis report is available via View Bidders > Bids Received.
-
Mark a subcontractor as a "favorite"
Be able to mark a subcontractor as a "favorite". That way you can sort bid list and ensure that they were selected for a project.
6 votes -
6 votes
New "Do Not Invite" check-box has been added to Subcontractor Company records. Once checked, they cannot be invited to projects unless you uncheck the box.
-
embed Plans section in portal if OPR not used
If no plans uploaded, insert the verbiage from the "Plans" text box from the project so that subs can see the link to download plans elsewhere, eliminating the calls "it says no plans, where are the plans".
6 votes -
Allow for editing of notices
Once saved from the first page, you cannot edit a notice.
6 votesYou can edit a notice once it’s created by clicking on the Notices tab, then click on the Notice title to edit and update.
-
Have the ability to modify text in an addendum like you can on summary page
Be able to modifty the text (i.e., size, color) on addenda like you can on the summary page for scope, plans, other.
5 votesThere is now an upgraded font editor on the project invitation screen, and we added it to the Addendum screen as well.
-
5 votes
-
Add a function where you can delete Prequalification forms that come in that were submitted before being completed.
I have 2 Prequalification Forms sitting in my "Declined" box that should be deleted. This can get confusing for the individuals who are deciding which subcontractors to use.
5 votes -
5 votes
This has been added. Upon Approving or Declining a Prequal form, you have the option to send a custom/personalized email message.
-
Custom Setup of Default for Fax or Email as Preference in Communications
Currently when setting up a new company the default setting shows that both email and fax boxes are checked as the preferred means of contact. We need to be able to set "our preferred" means of communications without having to remember to uncheck a box.
5 votesThis is done! When you add a new company, only “Send Email” is pre-checked.
-
Assigning Trades to Individual Users
Be able to assign trades on a specific job to a specific user. Ex. job A, trades 1-5 user A, trades 6-10 user B, and so on. And then allow user A to send notices/invites etc. on behalf of other users based on assigned trades. This would also open up an opportunity for a "MyTrades" button that allows quick tracking of user A's trades on current multiple jobs that he/she is responsible for.
5 votesThis can now be handled using Bid Packages, where each Bid Package can be assigned separate Project Contacts. Also, click on the new "My Projects" button in the upper right of the Bid Calendar to view all the projects you are involved in (either as Project Lead or as a Project Contact).
-
allow multiple divisions within a company to send tenders (ie. mechanical vs. electrical)
Multiple divisions have differing company logos, contacts, etc. that would be great to be able to differentiate when sending different tenders.
5 votesEach user can have a different Company Name and Logo. Go into your User Profile to edit your Company Name, and scroll to the bottom to upload a different logo.
- Don't see your idea?