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 ...
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.
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...
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...
Contract Summary & Billing info on Project Dashboard
We love the I formation of Contract Summary & Billing on Project Dashboard but would be nice to be able to toggle on and off. When displaying TEAM on screen during a Project Meeting this is sensitive information that is best turned off during ...
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.
Need VPN access to TEAM Data
Both Viewpoint Estimating and Vista Cloud applications offer customers VPN access so we can access the data for our custom reporting requirements. We desperately need this for TEAM. We will pay $$.
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.
Show Project Type on Main Dashboard or Allow Filtering by Project Type
We use the Project Type to decipher different construction types and it would be helpful to see the list of projects by type. We're at 19 projects now so when we need to look though the projects, it would be nice to filter by Type.
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