Ivan Weiss

1. Community
2. Best Practices
3. Manage Vendor Bill Approval Process

Hi Stephen, sorry for the slow response as I was away for a few days.... So today we do not have any type of workflow at all, which is why this is a bit more difficult as I am not replicating a wor...

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• Ivan Weiss
• Created February 20, 2019 20:37
• 0 votes

1. Community
2. Product Feedback
3. Request forms

I for sure think there needs to be a better way to handle identifications in request forms.  Every company uses project numbers and other identifiers and we have to always rename the tasks which is...

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• Ivan Weiss
• Created February 19, 2019 22:59
• 0 votes

1. Community
2. Product Feedback
3. Dynamic Assigning Via Groups

Unfortunately that would be a disaster for us, we really rely on the notifications.  Hoping it gets short listed to the developers 😁

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• Ivan Weiss
• Created February 14, 2019 19:21
• 1 vote

1. Community
2. How To
3. Submit a Request Form thats assigns to an existing Project

Echo this for sure!  We have to manually add the folder now but it is a step that is most often forgotten.     Would be great if it was a mandatory field in the request form for us.  As an autocomp...

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• Ivan Weiss
• Created February 14, 2019 17:12
• 0 votes

1. Community
2. Product Feedback
3. Dynamic Assigning Via Groups

Stephen, I dont think so.  Basically I want to dynamically select which Project Administrator gets assigned on this request form.  However, we use that same selection on multiple forms.  If one per...

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• Ivan Weiss
• Created February 14, 2019 15:47
• 1 vote

1. Community
2. Product Feedback
3. [Status: Coming Soon...🕑] Customising Project status

I am sure the answer is no :(  but anyway we can get some expected timeline?  This would be a great feature for us.  If it is going to be another year I might use custom statuses, but if sooner I w...

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• Ivan Weiss
• Created February 10, 2019 18:11
• 2 votes

1. Community
2. Product Feedback
3. Custom Project Status

Shawn those status ideas are brilliant.  That would help us tremendously.  However, I guess I will wait on this as if the feature is coming out soon I would rather just implement once in the perman...

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• Ivan Weiss
• Created February 10, 2019 18:10
• 1 vote

1. Community
2. Product Feedback
3. Custom Project Status

I would dream of having this availability lol.   We are a design/build firm so it makes reporting essentially non-useful for me. We have projects that are in Conceptual Design, Design Development, ...

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• Ivan Weiss
• Created February 06, 2019 15:15
• 2 votes

1. Community
2. How To
3. Blueprint vs Templates

So in what situation would a template be preferred over a blueprint?  It seems that blueprints are the way to go from this explanation?  Our users hate when they get tons of notifications for somet...

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• Ivan Weiss
• Created January 17, 2019 13:45
• 0 votes