• Votes

    26

    Budget Report to show Original Budget with Itemized Budget Changes

    Need a comprehensive Job Budget Report by Cost Code with following information on 1 page: 1. Original Budget 2. Itemized Budget Change Amounts with associated record ...
  • Votes

    11

    Provide option to restart submittal # to 1 with each new job (like you ...

    We would like submittal numbering to start with 1 in each new job. Currently it automatically numbers submittals based on all in the system, not specific by job.
  • Votes

    7

    6-1-12 Committed Cost Reports. Change Order Status Review

    Add a feature in the 6-1-12 committed cost reports that allows the user to add or remove 6-4-1 Change orders with a status of 3-Review. This will allow the review status ...
  • Votes

    8

    We would like to see the job profitability report to include a filter ...

    Currently the report is 'period' filtered which does not accurately reflect all costs incurred during the period - i.e. payroll costs that are incurred during one period ...
  • Votes

    7

    Change orders should show cost codes like the original subcontract ...

    Change orders should have cost codes that appear when printing just like the subcontracts do
  • Votes

    3

    Search Job information tool.

    Looking for a tool in screen that would enable us to search job information and provide statistics in a wide varity of ways for things like cost codes, hours, dollars. ...
  • Votes

    3

    Create monthly/quarterly job budgets

    We really need to be able to run job cost reports on a monthly/quarterly basis therefore need functionality to enter monthly job budgets. This seems to be quite basic ...
  • Votes

    8

    Cost Driven vs Quantity Driven Purchase Orders

    I would like to request a user setting where the user can choose whether to use quantity driven purchase orders (currently how the system works) or lump sum cost purchase ...
  • Votes

    7

    I would like to have a warning when a cost code posting from accounts ...

    Only after a progress invoice is calculated and completed does it come to my attention that someone cost coded an expense that doesn't match the budget. Then it has to ...
  • Votes

    4

    Calculate Profit/Overhead per Phase

    I would like the option to be able to pull proposals and assign profit/overhead per phase. Currently it allows only one proposal with one percentage for profit and ...
  • Votes

    2

    Be able to send out multiple selected purchase orders each to their ...

    Currently I am told there is no way to send out multiple PO's to different vendors without individually going to each PO and sending out. This would save a lot of time ...
  • Votes

    3

    Budget Tab Viewing Restriction

    Currently we have users that can not access budgets or other project management items through the system menu, but are able to view the budget by clicking the tab on the ...
  • Votes

    6

    please please make it so we can see any deleted or void change orders ...

    1 09/24/2014 IMC 01 - credit ltg changes 2 10/15/2014 IMC 02 - 1st/2nd flr deducts 3 11/06/2014 IMC 03 - remv exist lgt poles 4 10/30/2014 remove poles constr area 6 ...
  • Votes

    1

    Purchase Order Tax District not coming over when you export to a ...

    When you export to a Purchase order from the 9-5 TakeOff Screen, the tax district of the vendor is not being filled in based on the default for that vendor. It causes us ...
  • Votes

    3

    Project Work Center Hot List Sort Change

    Currently the Project Work Center Hot List Sort is by date & vendor. I would like to see if a option can be added to be able to change the sort specification. I would ...
  • Votes

    1

    6-1-4-71 Job Income Statement for Canadian Edition

    Create an option to allow the Job income value to equal income minus Holdback.
  • Votes

    6

    Add job status column to 3-6 Job List report

    Would be great to have a clients job list sorted by job status so we a client's jobs by bid, current, complete, closed status.
  • Votes

    11

    Would like to see a RFI & Transmittal tabs added to the bottom of the ...

    It would make it easier to have RFI's & Transmittal directly connected to jobs via tab. Quicker access, is instead of backing out and going to 6-11-2 & /or 6-11-3
  • Votes

    3

    Ability to enter a discount rate on the Subcontract Screen.

    This would allow for different discount terms for the same vendor. We generally have the same discount rate for a vendor, but from time to time we are able to negotiate ...
  • Votes

    8

    Purchase Order List - SHould include (Service Module ) Work order ...

    When working with purchase orders and subcontracts - we can create a po or subcontract from the service work orders. However, when any of the reports / audits are done ...