• Votes

    1

    change cost code in work order

    accidentally have wrong cost code in the work order. Invoices were associated with the work order but disassociated so the correct cost code could be charged. Currently ...
  • Votes

    1

    Cannot print field reports to file!

    When printing field reports to a PDF file from Documents, Field Reports, I get the error message: This program has quit. Window not open [TS 5616]
  • Votes

    1

    Allow Prepared By in PJ Field Reports to prefill from the Send ...

    Allow Prepared By in PJ Field Reports to prefill from the Send Settings
  • Votes

    1

    spec section description to be available on inquiry drop down and ...

    Unable to see the spec section description in inquiry field and on reports even though you can see it on the submittal screen.
  • Votes

    1

    Description only prints partially on work activities report

    The description entered in daily logs is cut off when printing the work activities report and if a cost code/category is entered, the description is replaced by the cost ...
  • Votes

    1

    Cannot print a complete daily log

    Work Activities and Progress do not print on the daily report. Have to print on a separate report, on which the full description does not print either.
  • Votes

    1

    job deletion warning

    JC setup and then [Delete] of a job, it has been tested that if they input a cash receipt to the Job after creating it, and that total is in the Receivables tab, it will ...
  • Votes

    1

    add the last job used functionality to field reports in project ...

    Would like to see the last job used functionality added to field reports in project management
  • Votes

    1

    Meeting Minutes "Hide/Show Col" is useless

    Under the Items section of the Meeting Minutes, if you right click over a column, there is an option to "Hide/Show Col". That option allows you to customize columns, such ...
  • Votes

    1

    Seperate window for "create new mtg. minutes based on previous" "view ...

    I know this is user error but when you do a lot of meeting minutes sometimes you are in a rush. Numerous times we have a created new minutes instead of updating existing. ...
  • Votes

    1

    Nacha Files out of PM Module

    I can store bank info in the tenant setup screen but it doesn't seem to have any value in keeping this info here. I would love to create a NACHA file out of this to send ...
  • Votes

    1

    Commitment Change - Auto Generate from PR

    Once a proposal request is approved it would be nice if the system would auto-generate the associated commitment changes from the vendor tab. Maybe use the same scope at ...
  • Votes

    1

    In PJ CR reports give the ability to change default from Last Job Used ...

    The "last job used" function is so completely useless (how is it relevant to me what job was last posted to?) that it would be great to let us change the Job Selection ...
  • Votes

    1

    Auto attach RFI to CR

    During TUG several people requested - when you create a Change Request from a RFI ad a copy of RFI to CR in Attachments
  • Votes

    1

    Option for default Printed check box for Submittals in the Transmittal ...

    In Project Management, currently, the Printed check box does not default for Submittals. Currently, for Document Type Submittals, it is set to No, unless you select this ...
  • Votes

    1

    Ability to delete or move / archive JC Extras individually without ...

    Customers would like the ability to either A) Have a Tools > move extras function to move extras and associated records created by mistake and keep the Job in the active ...
  • Votes

    1

    Default Cost Code to line above

    Default Cost Code to line above, when entering Change Proposals. Is it possible when entering the second line of a Change Proposal similar to excel. To enter in the cost ...
  • Votes

    1

    Default to Vendor tab in Price/Cost Estimate Tab in Change Proposals

    Default to Vendor tab in Price/Cost Estimate Tab in Change Proposals. When we create Change Proposals we enter data in in the Price/Cost Estimate Tab under the Vendor ...
  • Votes

    1

    RFI – Number Auto Generation

    RFI – Number Auto Generation When opening the RFI module it automatically takes you to the last job you were working on and auto generations the next RFI number for that ...
  • 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 ...