-
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 ...by: Carolyn A. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: DIMITRIOS G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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.by: Kathryn G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: Terry B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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. ...by: Karen L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: Barrett H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: Lee D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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.by: Gaylene W. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: David T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: Keegan O. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: Manuel T. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
36
Ability to import schedule of values into contract and contract items
It would be wonderful to have the ability to import a schedule of values into a contract as contract line items. Limited ability to do this now is Job Central but would ...by: Kathy L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
5
Prevent Timberline from rounding retainage balance in contract based ...
For whatever reason Timberline is automatically rounding my retainage balance up by $.01 which is throwing my total retainage balance off. How can I correct or adjust ...by: Millie B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
1
Email Message
Email Message We discovered that when we email from within PJ the body of the email is populated from the “Message” window. We have also found that this window only ...by: Kent N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
1
RFI – Number Auto Generation
RFI – Number Auto Generation When opening the RFI module it automatically takes you to the last job you were working on and auto generations the next RFI number for that ...by: Kent N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
3
Submittals - Number Sequencing
Submittals are currently numbered sequentially by spec number and with every spec number its submittals start with the number 1. Therefore every project could have ...by: Kent N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
4
Submittal Sorting
Submittal Sorting: Submittals are compiled in numerical order by spec number. We want an option to sort submittals sequentially by either spec section or submittal ...by: Kent N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
1
Submittal Specification Numbers
Submittal Specification Numbers The CSI specification numbers used in Pj are outdated. The new numbering system can be found at; http://www.masterformat.com/revisions/ ...by: Kent N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
5
Functionality with Outlook
Functionality with Outlook Currently we get a popup with every email where we have to click on “Allow” before the email will send. This popup opens behind other running ...by: Kent N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
3
Viewing / Opening Field Reports
When opening Field Reports the list that appears shows all field reports for all jobs. There needs to be a filter so a project manager can only sees reports for his ...by: Kent N. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
Welcome to the Sage 300 Construction and Real Estate Ideas site!
