Ability to Relate Daily Logs to Issues
Currently, we can only relate an Issue, RFI, or Submittal to one another. It'd be nice to be able to relate an Issue to a Daily Log if needed.
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...
Need Ability to Assign Create rules to ALL TYPES to a Role not just one type
We have 6 types of issues and need the Architect Role (or a Subcontractor etc) to be able to create Issues. Out of the Box, Architects cannot create so we have to go to the Project Settings to add them, however, it will only let 1 Role create 1 t...
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...
Do not have Issues automatically change to Public upon closure
It would be better if we manually made this choice since we are also tracking internal issues on here and do not necessarily want everyone seeing the status of those automatically. I know we can change it back to private but have found people are...
Closing an issue to Team should close the issue in Vista (update the Status field)
Currently if an Issue is marked Closed in Team, in Vista it updates the Team State field to Closed only and is not mapped to the Vista Status field. It would be nice to update the Vista Status field as well (options are 0-Open and 1-Closed)
Add ROM Amount to Issues
Within Vista, when we create an issue, we use the ROM Amount as this gets transferred to a Pending Change Order. In TEAM, there is no ROM Amount so if they use Cost, they will then have to manually update the Issue in Vista to change it to ROM.
Add Initiated By field to Issues
In Vista, when creating an Issue we can select a Initiated By Firm/Contact (since we are entering the Issues on behalf of as a Construction Management company). There is also a Responsible Person then a Distribution tab to enter who gets sent the...
When an Issue is Marked Complete remove it from the Assigned to Me action item list
In our testing if an Issue was assigned to a user and then Marked Complete, it still shows up in the short Items Assigned to Me list on the user's dashboard.
It's our understanding this list should be a list of items with next actions required, t...
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