• Votes

    8

    JC Commitment CO warnings

    In Jobcost, I would like to see a warning if I am entering a committed change order and the new commitment total would exceed the total estimate. I know if I enter a new ...
  • Votes

    1

    Auto attach RFI to CR

    During TUG several people requested - when you create a Change Request from a RFI ad a copy of RFI to CR in Attachments
  • 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

    4

    Commitment Change Orders are not visible from AP entry screen-why?

    When viewing commitments you can't see the change order details by default; Also when entering AP invoices against a commitment you don't see the change order detail ...
  • Votes

    2

    PJ Change Request - Option to reorder Lump Sum / Time & Material

    Request the option in PJ Change Request to show Time and Material first in the drop down selection if preferred.
  • Votes

    2

    How about simplifying the process of cutting joint checks so you don't ...

    Also, linking the joint payees and amounts against the filed preliminary notices would be awesome! Don't ya think?
  • Votes

    2

    Ability to stop people from entering commitments over the estimate ...

    The ability to stop people from creating a Commitment for more than the Total Estimate. Make them get a change request approved first would make sense. Not sure why there ...
  • Votes

    4

    Invoice Register report with ALL invoices with check numbers that can ...

    Combine the invoices by job, paid invoice report and the paid invoice register to have 1 report that shows all invoices, if they have been paid or not, if they are owed ...
  • Votes

    2

    If a commitment has not been approved, please let us renumber the ...

    Sometimes after a commitment has been created, we realize there was a mistake in the commitment number. If the commitment has not yet been approved, please let us ...
  • Votes

    1

    Document Designer Add's

    1st let me say that whoever came up with document designer is a genius! We love it and once I played around in it a bit, I found it very user friendly and is a major ...
  • Votes

    3

    In Project Management, when entering Change Requests, after I enter a ...

    If I've entered 10 lines and realize I have the incorrect Contract Item on each of the lines, I am unable to just change the contract item on each line. I have to delete ...