• 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

    9

    Add the option to change Approved and Approved as noted to Reviewed, ...

    using the term reviewed in place of approved seems a simple update, but the field descriptions are locked.
  • 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

    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

    8

    Sage 300 Version 13.1 - Allow deletion of single commitment line items ...

    Allow deletion of single commitment line items and renumber remaining items
  • Votes

    8

    JC Commitment CO warnings

    In Jobcost, I would like to see a warning if I am entering a committed change order and the new commitment total would exceed the total estimate. I know if I enter a new ...
  • Votes

    8

    Provide a "Copy" function in Change Proposals

    Provide a "Copy" function in Change Proposals so an original CP can be copied and the new CP can be altered as necessary
  • Votes

    8

    PJ- Within Change Request "Price/Cost Estimate" tab, would be helpful ...

    When adding cost items to a change request, if something is missed it can't be placed in the appropriate order. The ability to relocate a line item where needed, so the ...
  • Votes

    8

    Project Management - Default settings for Change Orders and ...

    I need the ability to change the committment change order and change order default from Approved to Pending. Currently i dont have that ability. I also need the ability ...
  • Votes

    8

    Add transmittals sent to customers to the correspondence log ...

    When sending a transmittal doc to a customer, it is not being added to the correspondence log automatically. You must open the email and then add to log. It would save ...
  • Votes

    7

    JC / PJ Make commitments more editable remove lines

    In Job Cost and Project Management Commitments, we would like the ability to edit and delete blank lines ir lines that we no longer wish to keep. Additionally, we would ...
  • Votes

    7

    Project Management > SETUP > JOB > Site/Contacts ADD A FIELD

    Can you please add the ability to add EMAIL Address to the JOB CONTACTS Box. This screen would be more useful to Project Management if you could export the contacts on a ...
  • 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

    7

    Sage Estimating SQL should create a estimate file for PJ Change ...

    Sage Estimating SQL v16.11 does not create a .pee file. The .pee file is needed for a PJ Change Request when you want to import an estimate that is already created. The ...
  • Votes

    7

    Streamline change request entry in PJ - three tabs and no hotkeys to ...

    If entering a number of CR's, switching from tab to tab without hot keys slows down the process. Also ALL PJ entry screens confusing and cumbersome for our project ...
  • Votes

    7

    Please give us back "conditions" on the job setup screen

    We used to have this functionality & I used it all the time. It is very helpful when updating jobs to condition for the jobs you're looking for, such as open jobs or ...
  • Votes

    7

    Enable conditions on Job setup

    there used to be a Conditions button on the Job Setup. Now it's gone. Put it back. Please.
  • Votes

    7

    PJ formtting of submittals to allow revisions

    PJ system does not allow for revised submittals without assigning a new number need to be able to set the format for the numbering of submittals; right now system ...
  • 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

    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. ...