• Votes

    4

    Allow us to use submittal packages in Project Management

    In Project Management, let us set up Submittal packages like we could in Expedition.
  • Votes

    2

    In Project Management, accumulate totals for units in ...

    The PJD_Documents_Change_Request_Totals file is useful for report writing in that it totals all change requests by labor/material/other. It does not total hours which ...
  • Votes

    2

    Add default setting for Change Order Addons that allows for rounding ...

    Our contracts all round to the nearest dollar and we would like the change orders addons to have an option to round as well.
  • Votes

    5

    Would like to see a range of contract-based invoices that are ready to ...

    When posting invoices, there is no range option to choose from like in other modules.
  • Votes

    3

    Project Management - Submittal Line Items

    We would like to be able to divide submittals by line item to better track Submittals that are returned with partial approvals. For instance a Lighting Submittal could ...
  • Votes

    5

    Secondary vendor warning in AP select invoices and tracking in Project ...

    Customer requests when doing a JC/PJ Commitment with a Secondary Vendor, that both the AP Select Invoices to Pay provides a warning that there is a Joint/Secondary ...
  • Votes

    9

    Add the option to change Approved and Approved as noted to Reviewed, ...

    using the term reviewed in place of approved seems a simple update, but the field descriptions are locked.
  • Votes

    8

    Provide a "Copy" function in Change Proposals

    Provide a "Copy" function in Change Proposals so an original CP can be copied and the new CP can be altered as necessary
  • Votes

    1

    Default to Vendor tab in Price/Cost Estimate Tab in Change Proposals

    Default to Vendor tab in Price/Cost Estimate Tab in Change Proposals. When we create Change Proposals we enter data in in the Price/Cost Estimate Tab under the Vendor ...
  • Votes

    1

    Default Cost Code to line above

    Default Cost Code to line above, when entering Change Proposals. Is it possible when entering the second line of a Change Proposal similar to excel. To enter in the cost ...
  • Votes

    2

    Commitment number reset

    We want to be able to reset the automatic commitment number in PJ module
  • Votes

    8

    PJ- Within Change Request "Price/Cost Estimate" tab, would be helpful ...

    When adding cost items to a change request, if something is missed it can't be placed in the appropriate order. The ability to relocate a line item where needed, so the ...
  • Votes

    1

    Ability to delete or move / archive JC Extras individually without ...

    Customers would like the ability to either A) Have a Tools > move extras function to move extras and associated records created by mistake and keep the Job in the active ...
  • Votes

    1

    Option for default Printed check box for Submittals in the Transmittal ...

    In Project Management, currently, the Printed check box does not default for Submittals. Currently, for Document Type Submittals, it is set to No, unless you select this ...
  • Votes

    4

    Project Management change request log report totals need to exclude ...

    Change Request Logs currently include the internal change request AMOUNTS in the Pending total even if the box is unchecked to "include internal change requests". ...
  • 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