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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 month ago | Last activity about a month ago | Status changed about a month ago | 2 Project Management
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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. | 4 months ago | Last activity 2 months ago | Status changed 4 months ago | 2 Project Management
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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 ...
by: Linda R. | 4 months ago | Last activity 4 months ago | Status changed 4 months ago | 2 Project Management
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Votes
1
Close MULTIPLE jobs/projects in the Job Cost & Contract Modules at one ...
Right now, in order to close a job/project, I need to open the job/project in the Job Cost Module and then go to two (2) different tabs where I have to click on two (2) ...
by: Linda R. | 4 months ago | Last activity 2 months ago | Status changed 4 months 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. | 11 months ago | Last activity about a month ago | Status changed 11 months 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
4
On the Job record, please increase the size of "City" field
The names of some cities are longer than 15 characters. Please increase the size of this field to 20 characters to accomodate cities with longer names. If we are ...
by: Mary Kay C. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 2 Project Management
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Votes
1
Have the PM that is entered into the Job Cost set up flow over to the ...
I would have thought this was something that already should be happening but in a recent TUG webinar I was informed that it wasn't. There isn't a field for it in Job ...
by: Jeffrey 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
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 about a year ago | Status changed over a year ago | 2 Project Management
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Votes
3
Committment Window should show all change requests
When bringing up a committment the window should show all change order items added to this committment. I should not have to run a report to confirm that it is added. ...
by: Shelley D. | over a year ago | Last activity about a year ago | Status changed over a year ago | 2 Project Management
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Votes
3
Job Cost should not list Inactive Customers when setting up new jobs
Jobs are being setup with duplicate/similarly named inactive customers. I would like them hidden. There should at least be a setting somewhere to hide the inactive ones
by: Sam K. | over a year ago | Last activity about a year ago | Status changed over a year ago | 2 Project Management
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Votes
5
In Job Setup on the General tab, increase the size of the email ...
Email address fields need to be larger than 30 characters. Please increase these fileds hold 60 characters.
by: Mary Kay C. | over a year ago | Last activity 6 months ago | Status changed over a year ago | 2 Project Management
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Votes
2
Import in PJ
Ability to import entries into PJ change request. We currently have to manually enter each item in Change Request. It would be nice to have the tool to import entries ...
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
3
Make AR Customer on Job setup a required field
Make the AR Customer field on the JC Job Setup/Billing Info field a required field. This field can be used by 3rd party partners to import or export information from the ...
by: Gaylene W. | 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
In PJ we need to be able to edit the contract item. You can edit ...
When entering change orders in PJ, if you made a mistake on the contract item # you cannot go back and edit it. You have to retype everything. This is a real pain and ...
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
2
Vendor Name not available as a column Item
In Subcontract Compliance module you can select compliance status for Job and Vendor combinations. If you select just the job it will populate all the vendors input ...
by: Bob 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
Default Mark-up/ Add-on Lines Applicable for Change Quotes
Currently users have to set-up mark-ups / add-ons for each job, there is no option to apply a standard markup of burden rate for every job. It would be nice to have the ...
by: Amanda 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
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 ...
by: Anne E. | 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
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 ...
by: Amanda 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
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 ...
by: Dona H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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