Allow Markups on Submittal Drawing or any pdf we open
Drawings can be marked up from the Documents module, but we would like to add markups to the submitted drawings so those comments can be sent to the Consultants for approval. Since we can download them, mark them up, then re-attach, would be grea...
Customizable templates for RFI & Submittal cover sheets
With the new document generation from Team which utilizes the canned Vista template, it seems natural to allow users to utilize our customized templates.
Added bonus if this could feed to each project from the Company Parameter document template ...
Sort numbers as numbers in the registers
Currently if using the auto numbering for Submittals and RFIs, the "Sort By" is being handled by left justification. This causes the default display to show number 1 followed by number 10 thru number 19 before number 2 is displayed.
To address th...
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...
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”.
Create a Void State in RFIs/Submittals
We would like a Void State to clarify a VOID vs a CLOSED state. While we can edit the status and create our own, they do not show on the grid.
Push Related Item information to Vista with records
If a related item is create in Team, that link is not following it to Vista.
For Example: If I have multiple RFIs that address a common issue throughout the building and create an Issue for that and relate those RFIs to that Issue, that relations...
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 ...
Option to copy attachments when creating a Related Item from an RFI,
The process outlined is for Subs to create a SubRFI for their issues. After review, the PM/Project Editor will create a related item (RFI) from this SubRFI to send to the Architect/Approver to get an answer. When creating that related item it woul...
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