• Votes

    6

    CC on emails

    when you send a email from PJ each CC get their own email and does to know that others were CC'd. TUG class request
  • Votes

    3

    Meeting Minutes Template

    Have the ability to either copy or create a Meeting Minute Template - example given was every project might have safety meetings and the 1st meeting will need to cover a ...
  • Votes

    3

    Auto number Field Reports

    Have Field Reports auto number each time you start a new report. Currently you must number - TUG class request
  • Votes

    2

    Have the system automatically generate the next Commitment Number

    Store 2 settings on the job record that determine how POs and Subcontracts are numbered. Store a "PO Prefix" and a "Subcontract Prefix". Then have the system ...
  • Votes

    5

    Add custom date fields to the entry grid for all screens in compliance ...

    I have a client that needs to track dates that information was sent to the owner and dates that the information was returned to the subcontractor. They would need at ...
  • Votes

    11

    Contract item ID's Longer, More Flexible and Dynamic

    Increase the Contract Item ID's to a longer number of characters, and also be able to insert a dash, or a period to make them correspond to item id's on a master schedule ...
  • Votes

    7

    Make F4 Function Work in Contracts For Customer and Job Fields (when ...

    When Setting Up Contract Items, If you forget to link the Job and Fill in the customer field on the first contract item, then they have to be entered individually on each ...
  • Votes

    2

    submittal and custom column headings

    Allow the column headings for dates to be customizable by client. Would like to see or add date sent to architect, date rec'd from Architect, date sent to estimator, ...
  • Votes

    3

    Safety Violation notice

    We do have Safety Logs, and a way to enter a Safety issue. We do not have a Safety Violation Notice. This is needed.
  • Votes

    3

    In PJ or JC when creating a Subcontract or PO need two different ...

    Currently only allowed to set up one default retainage percentage that applies to both Subcontracts and PO types. Need to allow one for each.
  • Votes

    2

    Add Header and Footer integration for Document Designer

    Would like to enter fields into the header or the footer and have it display properly instead of it showing just the field name.
  • Votes

    6

    Allow the ability to force a field to be mandatory in any set up ...

    For example, on job cost, job set up, the Address (line 1), City, State, and Zip should always be required.
  • Votes

    6

    Show cost code description in Job Central on the Cost Estimate screen

    If you don't know all the cost codes, you have to go back a screen to see the description. The estimate information they are entering from only shows the description, ...
  • Votes

    2

    Document Designer Enhancements

    1) Ability to have required manual entry Prompts like required prompts for the Document Template such as REASON FOR SUBMITTING: and then they need to input that reason ...
  • Votes

    5

    Better move jobs to history - one step please

    It would be really nice to move jobs to history in one step as opposed to transactions and then the job record.
  • Votes

    2

    Contracts (CN) - Add another layer to the contract "tree"

    Level 1 = contract, Level 2 = extra, and Level 3 = contract line items under each extra. Allows for better grouping of large jobs with many extras.
  • Votes

    3

    Address Book Person linked to Company Issue with inactive companies ...

    Address Book Person linked to Company Issue with inactive companies listed to choose from. This causes duplicates etc. The workaround of having to setup the person ...
  • Votes

    7

    JC / PJ Make commitments more editable remove lines

    In Job Cost and Project Management Commitments, we would like the ability to edit and delete blank lines ir lines that we no longer wish to keep. Additionally, we would ...
  • Votes

    0

    last payment info on commitment record is incorrect if not check ...

    whenp
  • Votes

    2

    PJ Change Requests do not show on the CR Log-Oustanding (CR) if ...

    Change Requests do not show on the CR Log-Oustanding (CR) if unlinked from a Change Order previously approved: Removed CR close, save, then go back to CR detail tab, in ...