Project Executive Dashboard
It would be useful to have a dashboard that a Project Executive could pull up to see financial and project metrics across multiple, if not all, projects.
Change Line Color When RFI, Issue or Submittal is Closed
In Excel there is the option to add conditional formatting to a row in the spreadsheet. When a project has high numbers of RFIs it would be helpful to have a closed RFI row change color to indicate that question has been answered. (see attached ex...
Add Project Status Filter to Dashboard and Project Lists
As we start closing Projects in TEAM, we are going to need the ability to only see Open Projects or have options to View All or Closed etc.
API (Application Programming Interface) accessible to TEAM customers
Vista allows for access to Viewpoint database objects that we can integrate with other systems. This capability would be beneficial with TEAM to allow for updating of records and potential integration to other applications e.g. Sharepoint.
Use of Tags for Advanced Filtering & Searching
We'd like to have user defined tags to better sort on a job specific basis. i.e. tag RFIs as a structural, architectural, etc. This would better help contractors weed out RFI's that pertain to them. While a contractor might not have been involved ...
Items In Progress visability
We think it would be beneficial to have "Items In Progress" items that appears on Project Dashboard visible to all, not just their items. Especially the Engineer. Good way to track progress and status at a glance. Currently only Project Editors ca...
Quick Snapshot of Client Change Orders (Potential, Requested and Approved)
To view all client potential change orders, change order requests and approved change orders by project in a tier-like format in one location. See example in PDF attached.
Login history / Access Log by Account
We would like to be able to view who has logged into Team, when they logged in, how long they were logged in, and what they accessed while logged in. At a bare minimum, login account ID and timestamp is needed. Ideally, we would be able to audit...
Send Reocurring Reports
We create weekly reports for team review meetings and it would be nice to have them emailed to the team prior to the meeting.
Add SQL Server Access for Team Data
Procore has the ability to access their cloud data via SQL Server so we, as customers, can create our own reports, integrate the data to Vista or any other third party product. They have a SQL Server app which allows customers to do just that.
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