Project Teams Area for Listing Who the Key Players (team members, contractors, vendors) are on a Project
Dave Robertson
Right now, you can assign contractors & vendors to expenses and schedules, but you can't just create a simple list showing who is involved with the project.
Create a page dedicated to listing who the Companies and contractors are that are involved on the project.
- Internal team members
- Lenders
- Insurance Companies
- Utility Companies
- Contractors
The main companies that are selected on the "Project Team" page would be used in the Companies' dropdown menus on the Expense Tracker and Scheduler.
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Dave Robertson
Merged in a post:
Contacts for a property
Michelle Mirasola
I would like to request a screen called contacts, and have a field for the contractor (that is linked to the companies tab) a field for the electric company, water company, sewage company, lawn company, pool company and a separate field for each to have the account number, start date, end date.
Michelle Mirasola
Yes, that is perfect!!! :) Love your system by the way!
Dave Robertson
Hi Michelle, you are wanting a "Project Companies" tab which lists all of the companies that are working on the specific project.
This would allow you to see a list of everyone who is working on the specific project and see relevant information like contact info, start date, end date, budget, etc?
We have had ideas for this previously. Here was our initialt design, a tab on the Property Overview page where you can see all "Team Members" that are working on the project.
Team members include internal team members (employees), as well as lenders and contractors.
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