• 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

    3

    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

    shorten file names project management

    For Project Management tasks such as Change Orders, Change Requests, Commitment Change Orders, we would like to request that the embedded automatic names can be shortened ...
  • Votes

    6

    Add CC section to Submittals

    The submittal screen does not have a CC section similar to what you have in the RFI. The CC section in the RFI allows you to start typing the names of people in the job ...
  • Votes

    4

    commitment change order status add/edit

    customer is asking to be able to add to and also change the Pending status of commitment change orders in project management to be more like the ability to change the 3 ...
  • Votes

    4

    printing change request through change order

    When making changes to an approved change order, the typical procedure is to bring up the change order, mark it is submitted/resave, then go into the change request, make ...
  • Votes

    5

    Ability to have attachments on change request auto fill to change ...

    Customer is asking for a way to have all attachments on change requests be added automatically to change order records for eas of viewing/reporting.
  • Votes

    5

    We want to add extras on schedule of values in Job Central

    Our Contract line items are all assigned to Extras. Therefore we cannot use Job Central to assign schedule of values. Because we are stuck at the prompt where Job Central ...
  • Votes

    7

    When sending documents through PJ the CC is blind. There should be an ...

    For example, when sending a submittal pdf through PJ, the send window shows the cc, but it is blind to the recipients. Often times they want to know who was sent a copy. ...
  • Votes

    7

    It would be great to have a formula that reduces retainage from ...

    It would be great to have a formula that reduces retainage from original % to zero when contracts read 5% to 50% complete
  • Votes

    3

    Agenda in Meeting Minutes Window

    In Project Management it would be nice when you're in the meeting minutes window to be able to print/send either an agenda or minutes when clicking the print/send ...
  • Votes

    1

    Commitment Change - Auto Generate from PR

    Once a proposal request is approved it would be nice if the system would auto-generate the associated commitment changes from the vendor tab. Maybe use the same scope at ...
  • Votes

    16

    Project Manager field in PJ Job Setup

    Share Job personnel fields (Project Manager, Superintendent) on JC Job with PJ Job. Project staff should be able to modify those fields.