• Votes

    1

    Contract Billing Items: change contract status back to approve ...

    When you close the Contract in Contracts, it closes all subsequent contract billing items. However, if you re-approve the Contract, it does NOT re-approve all subsequent ...
  • Votes

    2

    Default Mark-up/ Add-on Lines Applicable for Change Quotes

    Currently users have to set-up mark-ups / add-ons for each job, there is no option to apply a standard markup of burden rate for every job. It would be nice to have the ...
  • Votes

    2

    Vendor Name not available as a column Item

    In Subcontract Compliance module you can select compliance status for Job and Vendor combinations. If you select just the job it will populate all the vendors input ...
  • Votes

    3

    In PJ we need to be able to edit the contract item. You can edit ...

    When entering change orders in PJ, if you made a mistake on the contract item # you cannot go back and edit it. You have to retype everything. This is a real pain and ...
  • Votes

    3

    Make AR Customer on Job setup a required field

    Make the AR Customer field on the JC Job Setup/Billing Info field a required field. This field can be used by 3rd party partners to import or export information from the ...
  • Votes

    2

    Import in PJ

    Ability to import entries into PJ change request. We currently have to manually enter each item in Change Request. It would be nice to have the tool to import entries ...
  • Votes

    5

    In Job Setup on the General tab, increase the size of the email ...

    Email address fields need to be larger than 30 characters. Please increase these fileds hold 60 characters.
  • Votes

    3

    Job Cost should not list Inactive Customers when setting up new jobs

    Jobs are being setup with duplicate/similarly named inactive customers. I would like them hidden. There should at least be a setting somewhere to hide the inactive ones
  • Votes

    4

    Committment Window should show all change requests

    When bringing up a committment the window should show all change order items added to this committment. I should not have to run a report to confirm that it is added. ...
  • Votes

    2

    Change Contract Item in PJ Change Orders

    In Project Mgmt. Entering change orders. If you need to change a line, you cannot edit the contract item. You have to add a new line and then go back and delete the ...
  • Votes

    2

    Have the PM that is entered into the Job Cost set up flow over to the ...

    I would have thought this was something that already should be happening but in a recent TUG webinar I was informed that it wasn't. There isn't a field for it in Job ...
  • Votes

    5

    On the Job record, please increase the size of "City" field

    The names of some cities are longer than 15 characters. Please increase the size of this field to 20 characters to accomodate cities with longer names. If we are ...
  • Votes

    1

    In Job Cost, when we change the status of a Group Cost Code to ...

    On a specific job, If we change the Status of Cost Code 2-000 to Closed, automatically change ALL Division 2 Cost Codes (2-010, 2-020, 2-100, etc.) to "Closed".
  • Votes

    2

    When linking a Change Order to a Contract item, have and option to ...

    We want all Change Orders to be linked to new Contract Items at the bottom of the Contract. We do not want COs accidentally linked to existing Contract Items. Please ...
  • Votes

    3

    Close MULTIPLE jobs/projects in the Job Cost & Contract Modules at one ...

    Right now, in order to close a job/project, I need to open the job/project in the Job Cost Module and then go to two (2) different tabs where I have to click on two (2) ...
  • Votes

    1

    Need to be able to copy a Job, in Job Cost Module, with ability to ...

    Currently, in the Job Cost Module under job set up, I cannot copy a job with a "use contract" billing status and change the new job to a "use Quick Bill" job. All ...
  • Votes

    3

    Drop Down for PJ Job Set Up for Type & Market Type as well as Unit ...

    Would like to have drop down access on PJ Job Set up to allow only a set choices for Type, Market Type and Unit Desc. This would make sorting in our report sections to ...
  • Votes

    3

    Copy submittal log from one job to another

    It would be very beneficial to be able to copy a submittal log from one project (job) to another. Please consider for future releases.
  • Votes

    1

    It would be very helpful if you could Copy Meeting Minutes to carry ...

    Copy Meeting Minutes over from one job to another
  • Votes

    4

    Let us enter correspondence for closed jobs

    Once a job's status is changed to "Closed", we can no longer enter correspondence for a job. Please just give a warning such as "The job is closed. Do you want to enter ...