• Votes

    3

    Import Templates

    Can you please create a file under the "Help" tab that only has Excel Import Templates & instructions/examples for anything that can be imported? Especially looking for ...
  • Votes

    1

    When editing the amount or description for a line item in PJ Enter ...

    I have had to go back and revise the amount or description of line items in a commitment before it is committed. When I change the description, it reverts back to the ...
  • 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

    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

    0

    last payment info on commitment record is incorrect if not check ...

    whenp
  • Votes

    2

    PJ Change Requests do not show on the CR Log-Oustanding (CR) if ...

    Change Requests do not show on the CR Log-Oustanding (CR) if unlinked from a Change Order previously approved: Removed CR close, save, then go back to CR detail tab, in ...
  • Votes

    3

    Drawing Log

    Setting up new drawing item and there are already enough items to extend below the form window. It would be helpful if a user could scroll within the list instead of ...
  • Votes

    4

    Provide option in JC under Job Setup to use PJ or JC Change Management ...

    With the new upgrade, jobs by default are setup to use PJ change management method. One of our divisions uses PJ while another does not. IT would be great if there was an ...
  • Votes

    4

    Commitment Edit

    After a commitment is entered, the vendor and job are tied to the commitment. Can the Commitment box on the AP entry be after the job, so that there can be an edit ...
  • Votes

    8

    Increase size of Custom fields in Job Cost

    Need to increase size of custom fields in Job Cost. We use them for email address fields. Some of our clients have 50+ characters in their addresses.
  • Votes

    2

    Find out why drag and drop functionality will not work on Windows 10.

    The drag and drop functionality that Windows 7 had is not functioning in Windows 10. For example … Under Project Management --> Document --> Drawing Log you could drag ...
  • Votes

    3

    Change Request

    I would like to be able to copy multiple lines and columns of data from an Excel spreadsheet and paste it into the Price/Cost Estimate tab of the Change Requests in a ...
  • Votes

    2

    Billing module needs to allow almost 100% editing. Seems odd you are ...

    Billings does not allow you to make correction on the fly and the correction you can fix are very few. I don't understand it because we been using Sage for over 20 years ...
  • Votes

    8

    Commitment Change Order window is too small

    Why can we not maximize the commitment change order window so that we can have a larger view of the entry window??? It makes it difficult to add change orders and to make ...
  • Votes

    2

    Project Management should have tools to import or write into the ...

    Other applications have the ability to import or write into the tables using Office Connector. Project Management should also have this ability to do that so the ...
  • Votes

    2

    Option For Recurring Misc Subcontract Compliance

    It would be nice if the Misc Compliance Items had an option to be recurring (similarly to the Certified Reports), as some items need to be tracked monthly by job and have ...
  • Votes

    4

    Job Cost Reporting On Extras

    We are starting to set up jobs with extras and there needs to be a report that shows what we billed against each extra as well as be able to run a report on how much each ...
  • Votes

    2

    Allow Import of Group cost Code when importing estimates

    Researching the import estimate feature in Job Cost I found a drawback. You cannot import a description for a group cost code. We are an electrical contractor and ...
  • Votes

    1

    Allow users who are restricted from "Revise Commitment" task to still ...

    When you have the security restriction for the "Revise Commitment" task under Project Management\Contract Control\Commitment COs unchecked for a user, not allowing them ...