• Votes

    3

    Agenda in Meeting Minutes Window

    In Project Management it would be nice when you're in the meeting minutes window to be able to print/send either an agenda or minutes when clicking the print/send ...
  • Votes

    1

    Commitment Change - Auto Generate from PR

    Once a proposal request is approved it would be nice if the system would auto-generate the associated commitment changes from the vendor tab. Maybe use the same scope at ...
  • Votes

    16

    Project Manager field in PJ Job Setup

    Share Job personnel fields (Project Manager, Superintendent) on JC Job with PJ Job. Project staff should be able to modify those fields.
  • Votes

    3

    Allow users option to list multiple change requests under one change ...

    I had a client ask if I could list multiple "Change Requests" under one "Change Order" in a specific order. At this time, they automatically list in numerical order. It ...
  • Votes

    1

    Nacha Files out of PM Module

    I can store bank info in the tenant setup screen but it doesn't seem to have any value in keeping this info here. I would love to create a NACHA file out of this to send ...
  • Votes

    2

    PJ Owner Change Order Substantial completion date why does this date ...

    PJ Owner Change Order Substantial completion date why does this date not update on all owner change orders unless changed.
  • Votes

    12

    Close commitments by job with one click instead of having to close ...

    It is cumbersome to close commitments as they have to be done individually through multiple "clicks". My suggestion would be to have one button to "click", maybe either ...
  • Votes

    1

    Seperate window for "create new mtg. minutes based on previous" "view ...

    I know this is user error but when you do a lot of meeting minutes sometimes you are in a rush. Numerous times we have a created new minutes instead of updating existing. ...
  • Votes

    3

    Job Cost Job Setup balance field for Commitment balances

    Customer would like to have in Job Cost Job Setup, new fields added for total subcontracts / purchase orders invoiced and paid for the job. Currently we only have ...
  • Votes

    2

    Clearing Job Holds while selecting invoices to Pay

    When you are in the Select Invoices to Pay screen, using the Vendor order, provide a way to easily take a Job off Hold and select invoices without having to come out of ...
  • Votes

    4

    Add a way to link company relationships or subsidiaries in Address ...

    Client has a parent company with other companies, tied to the parent company. It would be nice to have another tiered relationship in AB.
  • Votes

    1

    Meeting Minutes "Hide/Show Col" is useless

    Under the Items section of the Meeting Minutes, if you right click over a column, there is an option to "Hide/Show Col". That option allows you to customize columns, such ...
  • Votes

    5

    Allow PJ to send an invoice request to the AR

    Our project managers manage the projects to the extent that they let accounting know when to invoice the customer, how much, and why. There is nothing in the system that ...
  • Votes

    3

    Add Custom Fields to Change Request and Change Orders

    Very little flexibility in terms of adding information to properly keep track of Change Requests and Change Orders. These fields are important to accommodate each ...
  • Votes

    4

    Allow Custom Description of Field Reports Fields/Titles

    It makes no sense that one cannot modify the titles of the columns in each tab for the Field Reports, since each company might use them for different things, especially ...
  • Votes

    7

    Add a sort functionality to the custom logs

    I want to be able to sort by a particular column in my custom log. An alternative option would be to provide a filter function.
  • Votes

    16

    Project management commitment change order log should include the ...

    In many places the commitment change order number is not listed. This is SUPER inconvenient. It should at least be on the report that is a log of the change orders. ...
  • Votes

    9

    Sage 300 Version 13.1 - Allow deletion of single commitment line items ...

    Allow deletion of single commitment line items and renumber remaining items
  • Votes

    15

    Allow deletion of single commitment line items and renumber remaining ...

    Allow deletion of single commitment line items and renumber remaining items
  • Votes

    24

    EMAIL ADDRESS - Add Column in Job Set Up

    Please add a column for email on PJ Set Up Job. It would be beneficial to see the email address for contacts as fax machines are a thing of the past. Could you please ...