Allow all fields to be customized (renamed, hidden)
In Vista, we can rename any field or hide non-required fields. Since TEAM integrates with Vista, we should be able to customized the forms and fields as we do in Vista so one field is not called something different. In TEAM only some fields in S...
Default Distribution based on Doc Type and Action
Allow Project Editors to set up distribution defaults by project similar to Vista default distribution based on Doc Type but also by State - or the State the document is moving into with the action being performed. EG an RFI is Marked as Answered,...
Ability to Disable "New Project" Option from Home Screen for Vista Integrated Customers
The ability to disable the "New Project" option from the TEAM home screen for TEAM customers integrated with Vista. Most customers set up jobs in Vista then bring them over into TEAM when ready. When a Project is created in TEAM using "New Project...
Able to use Business Unit Name on RFI and Submittals
We need to use different Business Unit names on RFI and Submittals. We sometimes do Joint Ventures or different internal companies, it would be nice to pull in the Project Business Unit instead of the Enterprise name.
Need Additional General Project Settings to be added and syncronize with Vista
When we create a new project from Vista, the following fields are NOT pulled from Vista:
Status (Pending, Open, Soft Close, Hard Close) - this is the most important to us
All of these fields are available in Vista...
More Control over Auto Logout
Currently Team logs users out after 15 minutes of no activity. I understand why you have that for security, but it is frustrating to some users when they step away or get a phone call and have to re login. One user reported they had started to w...
Don't Allow for Project Engineers to Change their Project Role
Currently, all Project Editor role types (Project Manager, Project Editor, and Project Engineer) are the exact same roles with the exception of being able to view the Job Cost widget under the Project Manager role. A Project Engineer should not be...
Add a setting to control which items we want to become public upon closing
Ultimately for security reasons we would prefer that nothing is made "public" at closure. I can understand how this would be helpful but since the idea is to have our entire project team including client accessing TEAM, we want to be VERY cautiou...
SSO (Single Sign On) for TEAM or an API
I would like to be able to add a link to TEAM to our internal portal and utilize SSO or an API to allow our portal to process the login request.
List All Projects a Particular User is Invited or Added On
A Team user leaves our company or one of our subcontractors. Before I disable their Team account, I'd like to see what projects they are on and remove them from there as well.
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