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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 ...by: Linda R. | over a year ago | Last activity about a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Jo G. | about a year ago | Last activity about a year ago | Status changed about a year ago | 2 Project Management
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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 ...by: Sandy J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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".by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Mary Kay C. | over a year ago | Last activity about a year ago | Status changed over a year ago | 2 Project Management
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Votes
0
last payment info on commitment record is incorrect if not check ...
whenpby: carmen m. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Barrett H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Ellie B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Bethany L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Sheri J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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.by: carol s. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Tony C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Leigh J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Fay p. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Sheralee S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Anna L. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Heather Y. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Lance S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: Bobby C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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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 ...by: John P. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management