In preparation for further changes later this year, the issue that was causing an error to generate when attempting to make edits to a Project directly from the Grid View of Bid Board or the Dashboard of Project Container has been addressed.
You asked for it, and we delivered! Check out the new enhancements to Bid Board that you requested!
The new Schedule Builder is an application that allows you to create fixture schedules in agile during the Design Development phase of a project. Schedules can be exported to Excel or PDF and shared with specifiers for collaboration on projects. The process for creating a schedule begins in Project Container on the Schedule tab and…
We have introduced functionality that allows you to denote who is responsible at your agency for completing submittals. The Submittal Person dropdown gives you an easy way to track overall project submittal assignments. The Submittal Person column is also available to be added to layout customization for dashboard visibility, and can also be used to…
First we brought you time saving tips and tricks for Order Management, then Quote, and now we bring you the Project Container Quick Tips and Tricks Video Series! This series totals over 14 minutes of watchable content. The series is broken down into six videos as follows
A new Totals Tool has been added to the Orders Tab in Project Container. When clicked, the total of all orders for the project will be displayed along with a breakdown of released order and hold orders. This will allow you to see the total value of the orders associated to a specific project.
This morning a new version of Project Container was deployed. This release includes the following: On New Project creation, Job Name has been made a required field to prevent an error from occurring The “Save As New” functionality has been limited to projects in the same channel model (i.e., projects under 3 digit reps can…