• Votes

    3

    Submittals - Number Sequencing

    Submittals are currently numbered sequentially by spec number and with every spec number its submittals start with the number 1. Therefore every project could have ...
  • Votes

    4

    Submittal Sorting

    Submittal Sorting: Submittals are compiled in numerical order by spec number. We want an option to sort submittals sequentially by either spec section or submittal ...
  • Votes

    1

    Submittal Specification Numbers

    Submittal Specification Numbers The CSI specification numbers used in Pj are outdated. The new numbering system can be found at; http://www.masterformat.com/revisions/ ...
  • Votes

    5

    Functionality with Outlook

    Functionality with Outlook Currently we get a popup with every email where we have to click on “Allow” before the email will send. This popup opens behind other running ...
  • Votes

    3

    Viewing / Opening Field Reports

    When opening Field Reports the list that appears shows all field reports for all jobs. There needs to be a filter so a project manager can only sees reports for his ...
  • Votes

    4

    Field Reports - Payroll Time

    In the drop down to find an employee we have found that it can only be searched by the employee’s number. We want to be able to search by name. In California the ...
  • Votes

    1

    Field Reports - Subcontractor & Extra Work Order

    The drop down menu for the subcontractor name under these two tabs only picks up contact names that are entered as “company view” during job setup. In job setup, our ...
  • Votes

    1

    Field Reports - Equipment

    When you enter the equipment number that is listed in the Equipment Module it does not auto fill the Description in the Pj Field Report. We would like this field to auto ...
  • Votes

    4

    Field Reports - Custom Columns

    Under each tab there are custom columns. These custom columns can be hidden or unhidden per each station but not globally. We would like the ability to hide or unhide ...
  • Votes

    3

    Field Reports - Prefill Previous

    We would like to have more options when Prefilling Previous. Sometime we only want to prefill some of the previous day information and other times we want to prefill all ...
  • Votes

    10

    All Modules – Contact Selection List

    The drop down list for selecting contacts for Person or Company does not have a search option. With hundreds of contacts in the data base, it would be easier to find a ...
  • Votes

    4

    update check stub carbons

    update check stub carbons to increase the size of the invoice number to 15 the default report cut's off at 10
  • Votes

    2

    Ability to amend estimates before finalization

    I would like the ability to amend estimates before they are finalized. The way the system is currently configured makes it very difficult to fix errors in estimates. This ...
  • Votes

    7

    In Payroll Let us enter on a Grid like in ADP

    ADP prefills all the employees on a time entry grid. We press a function key to get a list of jobs, cost codes, etc. It shows totals at the bottom - total Reg, OT, ...
  • Votes

    16

    Service management need to allow a payment date for credit PO's. This ...

    Requires payment date on all invoices even credit ones.
  • Votes

    11

    AR Tax needs an effective and terminated date added for rate changes

    Need to have the ability to drive in a future date for rate changes
  • Votes

    11

    We would like to have a way to hide account #'s and cost codes that ...

    During our installation process, we were advised to enter several cost codes to use for training and now we can't get rid of them. Our cost code list begins with 11 cost ...
  • 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

    3

    Add third party joint payee

    We are constantly needing to have three parties on a check especially under the mechanical subcontractor. Now we have to put both the second and third payee in the ...