• 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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    Submittal Specification Numbers The CSI specification numbers used in Pj are outdated.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/ ...
  • 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 ...
  • 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 ...
  • Votes

    4

    Field Reports - Payroll Time

    In the drop down to find an employee we have found that it can only be searched by the employee’s number. We want to be able to search by name. In California the ...
  • Votes

    1

    Field Reports - Subcontractor & Extra Work Order

    The drop down menu for the subcontractor name under these two tabs only picks up contact names that are entered as “company view” during job setup. In job setup, our ...
  • Votes

    1

    Field Reports - Equipment

    When you enter the equipment number that is listed in the Equipment Module it does not auto fill the Description in the Pj Field Report. We would like this field to auto ...
  • Votes

    4

    Field Reports - Custom Columns

    Under each tab there are custom columns. These custom columns can be hidden or unhidden per each station but not globally. We would like the ability to hide or unhide ...
  • Votes

    3

    Field Reports - Prefill Previous

    We would like to have more options when Prefilling Previous. Sometime we only want to prefill some of the previous day information and other times we want to prefill all ...
  • Votes

    10

    All Modules – Contact Selection List

    The drop down list for selecting contacts for Person or Company does not have a search option. With hundreds of contacts in the data base, it would be easier to find a ...
  • Votes

    2

    Ability to amend estimates before finalization

    I would like the ability to amend estimates before they are finalized. The way the system is currently configured makes it very difficult to fix errors in estimates. This ...
  • Votes

    7

    Streamline change request entry in PJ - three tabs and no hotkeys to ...

    If entering a number of CR's, switching from tab to tab without hot keys slows down the process. Also ALL PJ entry screens confusing and cumbersome for our project ...
  • Votes

    5

    Make default value of change order

    Upon creating a new change order, the values automatically default to Approved status with the "Release to Accounting" and "Update Contract Amount" values checked. ...
  • Votes

    8

    Project Management - Default settings for Change Orders and ...

    I need the ability to change the committment change order and change order default from Approved to Pending. Currently i dont have that ability. I also need the ability ...
  • Votes

    1

    In PJ CR reports give the ability to change default from Last Job Used ...

    The "last job used" function is so completely useless (how is it relevant to me what job was last posted to?) that it would be great to let us change the Job Selection ...