Remove Old Projects From Team for closeout/handover
We need to be able to remove a project off of TEAM and store it on an external hard drive as we need to keep our projects on file for up to 7 years.
Customize Project Role Permissions
Have ability to setup custom role types for what we need the role to do based on project needs.
Need Quicker Way to Add Contacts to Multiple Projects
We have at least 3-5 contacts in our company that need to access ALL projects so when we need to add a contact to each project (or a lot of them) it is very tedious.
Please add a way to add the user to a Project from the User Management window...
Need to list by User and Project with their roles in each
We now have 19 projects setup in TEAM. When we need to add admin staff, who access all projects, the only way I can check to see which projects they are already on is to open each project.If the current User Management register in Admin Centre co...
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,...
Default Spec Sections
Almost all of our projects use 16 or 20 of the base CSI divisions as Spec Sections. It would be nice if we could enter those somewhere and have them populate for every project instead of typing them in for each one. Users could add others if nee...
Provide ability to bulk Invite selected contacts
After adding multiple contacts to a project, it is necessary to manually process an invitation for each individual contact. Say there have been 50 contacts added, that's 50 additional steps resulting in essentially 3 keystrokes/clicks each that wo...
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...
Log of all Emails sent by system - Date/Time
Would like to be able to print a log of each Team generated email that goes out. Ability to select what type of document too such as Submittal, RFI, etc.. Having people tell us they are not receiving emails.
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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