Company Responsibility vs Individual Responsibility
We would like to have responsibility set to a company vs an individual, so that when a company is assigned to a RFI, all the contacts for that company in the project can view, see, respond to the RFI. A great use case of this is for our company it...
Ability to skip workflow process on submittals/RFI's
As a subcontractor, we sometimes do not need to utilize the workflow process regarding submittals and RFI's - however, we would still like to utilize the log information. It would be great if there was a way to approve a submittal without pushing ...
Allow hiding of old attachments to display current files on Submittals and RFIs
Allow Project Editor to hide the past attachments so that the only thing prominently displayed on a RFI or Submittal record is the current file that should be addressed. For example a sub attaches his file for submittal. PM reviews, stamps and add...
Change the default RFI column of Status to State
Currently Teams pulls the status of an RFI from the "State" column and not the "Status" column. This is very confusing to many when you know your RFI has been Closed but is still showing as being Open. Yes you can go in and create a custom view of...
Drop Time Zone from Date when Printing RFI's (or other documents)
Time Zone is not a needed field for users who operate only within a certain geographic area. Additionally, it is highly irrelevant for a date field...
Print Cost or Schedule impact information as applicable on document
If the Cost or Schedule box is checked, add this information to the RFI document that prints.
Filter by Document Type when adding related records.
We have sub RFIs and our RFIs and when we go to relate a sub RFI to one of our RFIs, all we can see is the subject and RFI number - which makes it hard to know if that is one of our RFIs or a Sub RFI. When selecting a record type - we'd like to se...
Allow setting of RFI Auto number format
Right now the RFI auto numbering is hard coded to increment 1,2, 3 etc. Many customers like to number RFI's with different number schemes, for example: 001, 002, 003. Suggestion is to add fields to the RFI project settings to support setting the ...
Default Visibility to Public instead of Private
We'd like a individual project setting that allows submittals and RFIs to default to “public” upon creation instead of “private”.
Back Date RFI
RFI. There are times where we discuss something at an OAC and the RFI does not get uploaded until a day or two later. We want to maintain the original date of the discussion on the RFI. We need the ability to back date the initiated date, etc. on ...
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