Allow for Multiple RFI Type Role Restrictions
Currently, we can restrict a specific Project Role to an RFI Type we set (View and View & Create). However, we cannot add more than one Project Role to multiple types. It'd be nice to have the ability to restrict the same Project Role multiple...
Rename "Forward" Option to "Reassign"
Currently, the Forward option acts essentially as a Reassign option within the three workflows. Instead it should be renamed to Reassign to be less confusing.
Add a Save and Open record option
Often we create an RFI/Submittal, save it and then open it up to attach documents (drag and drop v. browsing out to find it) or we may need to generate a cover sheet for that item created. As it stands, after hitting Save, the record closes and go...
Remove X from unresponded to RFIs as it means Rejected on Submittals
On a Submittal a red X means rejected but on an RFI, it means unresponded to. This is confusing. If the RFI has not been responded to, leave it blank, else put the checkmark.
Relative Date Filter
It would be helpful if we could do a relative date filter in submittals and RFIs. For example a Last 7 days filter or This week filter are some examples. This would be helpful in owner meetings or weekly review meetings that way we can set up a vi...
Add toggle to hide Viewed entries in Show Full History
There's times where I want to review full history on an rfi to determine which values have changed. Seeing entries for who viewed the rfi is irrelevant to me. this review would be easier if I could hide the viewed entries. I'm thinking a checkb...
Ability to mark RFI as answered when responding
Have the ability to mark RFI as answered when creating the response
Update the RFI Due from Approver Date in TEAM based on the review time setup in the Project Settings.
Currently the RFI Due from Approver Date in TEAM remains as the initial date that was entered. The RFI Due from Approver Date in TEAM should be updated to reflect the revised date based on the days allowed in the Project Settings from the day the...
N/A (Already Answered)
N/A (Already Answered)
RFI Process - Give the ability to restrict sending RFIs to the Project Editor
Currently, as stated under RFI Process, "Any contact on the project, including external partners, can create an RFI and send it to any other contact on the project". The project editor should have the option to restrict the ability for any contact...
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