Feature Requests

Project Comments is an amazing feature in D-Tools that goes unused by many users. It is a great feature that can help with time-stamped note-taking, instructions, and action items. Currently, the comments window, when open, locks the projects explorer or project editor windows. It would be great if that could be an independent window and allow making changes to the projects list or projects BOQ side by side.

It would be Nice to have the ability to have more status options for change orders such quote, quote submitted and such

Some companies use location or system attributes in their comp ID. Some use other fields. In drawing, when location of the item is changed, a prompt would be nice which asks if we want to regenerate ID. This option can be managed from Project settings > Drawings.

One of my least features/bugs of D-Tools is its poor arrangement of windows. I have mentioned this before but it's still problematic. The SI application needs to stop insisting it need to be on top. I'll open a dialoge box for some item like a task or SO or open a catalog item in my project and want to compare the information with another application side by side. But as soon as you click back to the open dialog box, SI asserts itself back to the top, not just the open dialog box. It's VERY frustrating. This will often hide pop up messages too. Please look into this.

Presently, we have the option to group our BOQ list by system, location, or both. Would be nice to have option to group based on location type (Floor, Room, Building) and subsystem level2. So Following options are already available: - Location System Loc Sys Sys Loc Instead there should be 2 or 3 dropdowns, Group1, Group2, Group3 and in there, we need options like: Location Path Location L1 Location L2 Location L3 Location L4 Location L5 System Subsystem Category Subcategory Manufacturer So we can review items list in groupings like report but with the ability to manage/modify them too.

When sending a Purchase Order to Outlook, being able to set the structure of the subject line would be very helpful. I'd like to be able to choose from a selection of fields, like we could for report names for some time. For example; Purchase Order [Purchase Order Number] [Project Number] Perhaps giving a few options of existing fields like the ones I showed above.

It would be beneficial to have a "Save" or "Save As" function in the Revisions or Change Orders LAYOUTS tab. This would be similar to how this is shown/selected in the main ribbon menu under LAYOUTS for Project Explorer. We can do this once inside of the Manage Custom Layouts feature only. See images attached. Also, if you change the column width inside of the Change Order LAYOUTS Manage Custom Layouts feature, it does not reflect in the Change Orders view after you save the custom layout with a width different from the default 100.

I suggest adding a feature to pin 3–5 projects to the top of the project list. This would ensure that important or ongoing projects remain easily accessible, even if they get filtered or moved. Pinned projects would stay at the top of the list throughout their lifecycle, making them quick to locate.

A Checkbox for similar items checkbox available for mass updating products but is missing for mass updating packages.

Being able to merge planning tasks would allow us to convert to SI tasks that don't have to be by just the room location. By merging planning tasks we could effectively create tasks by floor without having to create them manually, which is very tedious.