Wendy Meyer

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  1. 40 votes
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    Wendy Meyer commented  · 

    Issue: Deactivating a Contact

    Problem: So recently you guys have updated the Directory so that it makes it easier to use Bulk Actions to delete companies. This is nice, however doing so has removed the ability to deactivate a person individually. While it is nice to be able to do it from the directory search area, very rarely are we deactivating multiple contacts from one company. I would like the ability to deactivate them from their profile (as it was before) without having to go back to the main directory

  2. 12 votes
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    Wendy Meyer commented  · 

    Problem: Client would like a way to lock the documents tool on his project template so stop users from uploading documents.

  3. 6 votes
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    Wendy Meyer commented  · 

    Problem: Client is adding users to the directory and then creating commitments. however this is an issue as the subs are getting emails about the project before they were alerted they got the job.

    Context: Client would like the Directory to work like the Bidding invites, so when he adds users he can control who gets invited at what time.

  4. 41 votes
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    Wendy Meyer commented  · 

    Client is looking to have the bidding emails live in the bidding folder.

  5. 24 votes
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    Wendy Meyer commented  · 

    Client would like to track the materials used by a sub in the daily log. like the quantity log, and then have that add up in a requisition for the sub so they can keep them accountable.

  6. 93 votes
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    Wendy Meyer commented  · 

    Problem: Client is looking for a way to set a deadline for timecard entries for non admins.

    Context: For example all employees must enter in their hours for today by 8:30 am tomorrow morning or they can no longer go back and enter them in.

  7. 109 votes
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    Wendy Meyer commented  · 

    Client would like the Daily Log Notes Log to auto save while they are working on comments.

  8. 18 votes
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    We are happy to announce that within the Daily Log list view, we have released the ability to filter for: Created By, Company, Location and Log Type. In addition, from within Custom Reporting on the DL: Manpower Log you can filter for: Date, Company, Created By, Status and Trade. Lastly, you also have the ability to click the column header of the report for additional sorting functionality.
    All of this functionality is in an effort to give users more flexibility when reporting/viewing the logs within the Daily Log.

    Learn More: https://support.procore.com/products/online/user-guide/project-level/reports/tutorials/create-a-custom-project-report

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

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    Wendy Meyer commented  · 

    Client would like to be able to filter the daily construction report by company. So they can select a few companies to view instead of all at once.

  9. 287 votes
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    Wendy Meyer commented  · 

    Client is looking for a shareable link to files in the documents tool

    Context: Client is looking to move away from Box.com and use Procore instead. however the files don't have unique links to them in Procore.

  10. 18 votes
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    Wendy Meyer commented  · 

    Client would like the Bid Package to alert you if you have not invited any recipients.

  11. 110 votes
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    Wendy Meyer commented  · 

    Client would like an option to set a project as default so when they login it takes them straight to that project.

  12. 15 votes
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    Wendy Meyer commented  · 

    Client is looking for the Daily Log search feature on the mobile apps.

  13. 20 votes
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    Wendy Meyer commented  · 

    Problem: Client is looking for a way to customize the drawing disciplines per drawing area.

    Context: Client is trying to clean up his discipline options in the drawing areas. However it is showing disciplines in an area that are not currently there and only live in the deleted drawing section.

    Who is affected by this? Admins

    Proposed Solution: Create an option to remove disciplines from the drawing discipline dropdown if they are not currently in that drawing are.

  14. 121 votes
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    Wendy Meyer commented  · 

    Client would like the approvers (standard level) that submit a response of revise and resubmit to close out the submittal to stop it moving forward.

  15. 17 votes
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    Wendy Meyer commented  · 

    Client would like the linked RFI on a drawing mark up to show the entire title of the RFI instead of just the number.

  16. 174 votes
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    Wendy Meyer commented  · 

    Client would like to customize the observation notifications for overdue observations. Assignees are getting overdue emails for observations every day and the client would like to control the frequency of this emails.

  17. 245 votes
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    Wendy Meyer commented  · 

    Client would like the observation emails to be automatically sent out per observations.

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    Wendy Meyer commented  · 

    Client would like to get a digest for when an observation comment is added instead of getting individual emails for each.

  18. 106 votes
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    Wendy Meyer commented  · 

    Client would like the feature to clone purchase orders.

  19. 40 votes
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    Wendy Meyer commented  · 

    Client would like to be able to close meeting items and then not have them show up on an export.

  20. 181 votes
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    Wendy Meyer commented  · 

    Client would like a granular permission for subs when creating submittals so they do not select admins in the distribution list.

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