Tara Alsip

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  1. 238 votes
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    Tara Alsip commented  · 

    when utilizing a TO: dropdown (for example in Transmittals) PLEASE sort by company. If i have a project with 25 subcontracts, I cannot be expected to remember the last names of every one of my vendors (and all of their employees in the contact list). And bouncing out to the directory or scrolling the list is unnecessarily time consuming.

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    Tara Alsip commented  · 

    Any dropdown list that has contact names PLEASE divide up by company. We don't always remember the last name of the contact but we'll know the company we need and can find them that way. It would be a great time saver.

    Drop-down lists for cost codes are divided up so it should be similar programming for contacts.

  2. 314 votes
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    Tara Alsip commented  · 

    if a contact has not set up a password - do NOT prevent us from changing the email address. ESPECIALLY since when a company directory is printed ALL the contacts are included even when we have marked someone as inactive. It is very confusing for both to be on the list and very time consuming to have to add a new contact and inactivate an old one just to correct a changed email address.

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    Tara Alsip commented  · 

    if a vendor has not been invited to the system and does not already have an account, then do NOT prevent me from correcting a typo in the email address. there is not yet a password connected to the contact and never can be because the email address has a typo and does not exist.

    if you MUST prevent one from correcting an email address, or changing one that has not yet been invited, then please, please block it out. it shows as an editable field yet i get the error message.

  3. 125 votes
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  4. 107 votes
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    Tara Alsip commented  · 

    Do not force us to force approve a commitment in order to send an RFQ. Sometimes changes come up prior to contracts being issued and/or signed. ALSO, sometimes issues come up and RFQs need to be sent to someone without a contract. Don't make me create a dummy contract and force approve it to send an RFQ out and then have to undo all of that because the owner changes his/her mind.

    Make the CCO creation the force-point for commitment approval, not the RFQ.

  5. 40 votes
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  6. 79 votes
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  7. 137 votes
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  8. 111 votes
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    Tara Alsip commented  · 

    The ability to CC myself (or anyone) on an RFQ is necessary because if a sub calls with a question, I need to be able to see exactly what he's seeing to walk him through. I've spent years training my subs to count on my assistance, I cannot help them if I cannot see exactly what they are seeing.

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  9. 26 votes
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  10. 95 votes
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  11. 240 votes
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    Happy to announce that this functionality has been added to the Bidding tool within the Search for Bidders page. It is available to all Project Directory Admin users and allows for new Vendor (including their related Bidder Info) to be created and also default bid invitees to be added as users.

    We hope this feature meets your needs, but please let us know if it does not.

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    Tara Alsip commented  · 

    I'd love to have the ability to add contacts to the bidder list on the fly. If I get a lead on a new bidder, it would be nice to be able to add a company/person to the bidder list and have it add back to the company directory. As it is now, I have to leave my project back to the company directory, add the company, add the person, go back to the planroom and package and THEN add them to my bidder list. To have the option to add random emails to the bidder list would be invaluable. Create an option to add them to the company directory or such maybe, but adding them to the project directory to accomplish this is not a feasible option because we'd rather keep the project directory to ONLY project participants post award.

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  12. 11 votes
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    Tara Alsip commented  · 

    there MUST be a way to save correspondence in the bidding module prior to issuance. I just spent 1/2 hour creating a correspondence, formatting, ensuring the text was just right... THEN when I went to add the recipients (Post bid VE review to be sent to ONLY those who submitted bids, so much individual pick&choose necessary) I accidentally hit the backspace key (natural instinct when one hits a wrong letter) and the whole correspondence DISAPPEARED! this is NOT the first time this has happened. Serious waste of my time, i could have done this MUCH FASTER and more efficiently in EXCEL & OUTLOOK....

    *** Note the Frustration please***

  13. 74 votes
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  14. 173 votes
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  15. 27 votes
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  16. 103 votes
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  17. 34 votes
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    Tara Alsip commented  · 

    When editing an individual in the project directory and clicking save - the next screen one should see is either that contact with an edit button or at the very least back a level to the company list of individuals.
    Taking me back to the Project directory is a huge time-suck when trying to accomplish a task within a particular vendor's contact list.

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  18. 138 votes
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  19. 189 votes
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    Tara Alsip commented  · 

    Financial Markups - can there be a way for the tool to round the result to a whole dollar - even a checkbox for the option to round.

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  20. 443 votes
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