• Votes

    2

    Commitment Change Orders pull AP vendor remittance address not PJ ...

    Many companies have a corporate remittance address, but want all other documents sent to a local representative. Commitment C.O. document pulls A/P remittance address.
  • 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

    2

    When entering budgets, have the category field start to look-up the ...

    In PJ, when I enter estimates, I have to put in the Cost Code and Category (along with other data). When I move to the Category field, I have to type all three letters ...
  • Votes

    2

    Commitment number reset

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

    PJ Import functionality, allow import to CR if cost unit desc is ...

    desc: The import into a PJ CR, is being rejected. reso:the import file does have different cost unit descriptions than what is setup on the JC category record. JC has ...
  • 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

    1

    Need to be able to copy a Job, in Job Cost Module, with ability to ...

    Currently, in the Job Cost Module under job set up, I cannot copy a job with a "use contract" billing status and change the new job to a "use Quick Bill" job. All ...
  • 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

    1

    Contract Billing Items: change contract status back to approve ...

    When you close the Contract in Contracts, it closes all subsequent contract billing items. However, if you re-approve the Contract, it does NOT re-approve all subsequent ...
  • Votes

    1

    Pretax Amount- Commitments

    When track taxes is turned on in AP, a new field shows up in the Commitment screen called "PreTax Amt". This field is not stored anywhere so I can not use document ...
  • Votes

    1

    Project Management, Change Request find window, need a way to sort the ...

    Would make finding/editing change requests quicker. Example: Have to look up in inquiry pending change requests to find the numbers of the pending changes, then go into ...
  • Votes

    1

    Customize Job set-up with optional dropdown menu for jobs with more ...

    It would be useful to have the option to track jobs within a job. For example, let's say job # 30-0001 is set up in the system. This job has 3 different ...
  • Votes

    1

    Ability to change the date prior to posting budget changes and Prime ...

    Currently the date the import is completed is how Sage recognizes and stamps the Budget or Prime Contract being imported. The ability to change this date to the date of ...
  • 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 ...
  • Votes

    1

    After entering and editing a Commitment remove the requirement to ...

    After entering and editing a Commitment remove the requirement to click the "Finish" button. This is a waste of time and paper that the system must print a page each ...
  • Votes

    1

    Sales tax is included in the commitment window

    It would be helpful in PJ to be able to enter if sales tax is included in the commitment window
  • Votes

    1

    In Field Reports, PR time, add the Category Column

    At times we need to be able to change the category the labor is going to.
  • Votes

    1

    When creating a PO/Sub in the Project Management Module it would be ...

    It's really time consuming to have to copy and paste a long list of inclusions from a word document or email one line at a time into the inclusions list. Since we have ...
  • Votes

    1

    One of the missing elements in the PJ solution is purchasing. The ...

    One of the missing elements in the PJ solution is purchasing. The current app is fat fingering a PO line by line. Why not incorporate the Purchasing Module with its ...