project level reports only reference project level data; example - running a report on the project directory for users that are assigned a specific permission template, only allows you to pull in the default permission template; i.e. what was assigned to that user at the company level, not the permission template for that project.

When uploading in the new Documents interface (early 2020) you are no longer presented with the option to Create New Version or Rename when files exist. It will instead automatically rename.

Creating a new version of a file now requires individual selection and upload of source and target files. This is incredibly time consuming and error prone if potentially hundreds of files require new versions.

The ability to select to either create a new version or rename for files with the same name in bulk when uploading is required as soon as possible.

Looking for a way to hide the assignees and due date columns in the meetings export. This would benefit our team since we use these exports to show our clients and don't want them seeing inaccurate information.

In Commitments, the budget code field is not able to be in-line edited within the SOVs, however the following fields are:
-CE Line item
-description
-quantity
-UOM
-Unit cost

This field was originally built to be intentionally locked down to prepare for data syncs with ERP integrated projects.

Please consider building out a way to unlock this field and only disallowing editing if the contract has been synced or sent to ERP.

When creating a source column from the ERP costs there are 2 options one for commitment invoices and one for job costs. It would help if there was an option to choose from that would allow us to discern between a payroll item and a material (invoice) item

It would be nice if we could add the custom fields on Observations to the Observations Log page. We would like to filter/sort by those fields.

We often need to add a company to the directory and no users or a small number. It's frustrating to have all contacts from the company added to the bulk add when the company is selected.

There is also some concern about folks inadvertently adding access to the job when they shouldn't if they don't remember to remove everyone.

For anyone using Sub Jobs for changes it is really inefficient to select from the Standard Cost Code List as there are so many codes it would be much faster to also have the Project Cost Code List to select from.

This would also reduce the possibility of selecting a cost code from the standard list that is different from the Project Cost Code for the change.

Having both would cater to everyone's requirements and they are obviously easily collapsible to prevent screen clutter.

We often need to have multiple instances of the same company for varying remittance addresses and other purposes. It is difficult to be sure to select the right instance of the company without additional information. It would be great to see mouse-over flyout detail of the companies in the drop-down and also see this information in the selection screen. Thanks!

home page

Easier way to search and select 2D drawings associated to model when multiple drawings have been associated to a location/elevation

Feature would allow 2D drawing in upper left corner of model to match 2D drawing used for navigation when multiple drawings have been associated to specific location/elevation.

Client would like to see Custom Fields be specific to each tool. If they create a Custom Field in Observations, they don't want that Custom Field to show in the company level in Daily Log. They would like that Custom Field to be available only in the Observations at the Company level, to add into a Custom Fieldset for the Observation tool.

Revised Document Tool - bring back the "Add Folder" shortcut.

Currently, when viewing Change Events in the Detail list, if a CE has many items and gets cut off (continuing on to the following page), the "Total" only sums what is visible on the page you're viewing - creating a value that really means nothing, but could really throw someone off. All items in a Change Event should be viewable on the same page - maybe make a scrolling function to view all lines.

Would like something added that when you forget to publish and distribute that there is an easier way to go back and do this for an updated drawing or drawings. Right now you can email it but the list doesn't pull over from who you have on notifications, so you have to one by one select everyone. Thanks

Hello,
I would like to have the Custom Workflow order to sort by order of the steps, rather than the current 'alphabetical' sorting.

Thank you for your consideration.

Please add the "Export Markup to Estimate" option to the Vista integration to enable the ability to sync financial markup on a prime contract to a Viewpoint Vista estimate. This functionality currently exists for the Procore + Sage 300 CRE® integration.

allow me to auto calculate the difference between the two snapshots