• Votes

    3

    Job Cost Job Setup balance field for Commitment balances

    Customer would like to have in Job Cost Job Setup, new fields added for total subcontracts / purchase orders invoiced and paid for the job. Currently we only have ...
  • 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

    12

    Close commitments by job with one click instead of having to close ...

    It is cumbersome to close commitments as they have to be done individually through multiple "clicks". My suggestion would be to have one button to "click", maybe either ...
  • Votes

    2

    PJ Owner Change Order Substantial completion date why does this date ...

    PJ Owner Change Order Substantial completion date why does this date not update on all owner change orders unless changed.
  • 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

    3

    Allow users option to list multiple change requests under one change ...

    I had a client ask if I could list multiple "Change Requests" under one "Change Order" in a specific order. At this time, they automatically list in numerical order. It ...
  • Votes

    16

    Project Manager field in PJ Job Setup

    Share Job personnel fields (Project Manager, Superintendent) on JC Job with PJ Job. Project staff should be able to modify those fields.
  • 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

    3

    Agenda in Meeting Minutes Window

    In Project Management it would be nice when you're in the meeting minutes window to be able to print/send either an agenda or minutes when clicking the print/send ...
  • 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

    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. ...
  • Votes

    5

    We want to add extras on schedule of values in Job Central

    Our Contract line items are all assigned to Extras. Therefore we cannot use Job Central to assign schedule of values. Because we are stuck at the prompt where Job Central ...
  • Votes

    5

    Ability to have attachments on change request auto fill to change ...

    Customer is asking for a way to have all attachments on change requests be added automatically to change order records for eas of viewing/reporting.
  • Votes

    4

    printing change request through change order

    When making changes to an approved change order, the typical procedure is to bring up the change order, mark it is submitted/resave, then go into the change request, make ...
  • Votes

    4

    commitment change order status add/edit

    customer is asking to be able to add to and also change the Pending status of commitment change orders in project management to be more like the ability to change the 3 ...
  • Votes

    6

    Add CC section to Submittals

    The submittal screen does not have a CC section similar to what you have in the RFI. The CC section in the RFI allows you to start typing the names of people in the job ...
  • 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

    PJ Change Request - Option to reorder Lump Sum / Time & Material

    Request the option in PJ Change Request to show Time and Material first in the drop down selection if preferred.
  • Votes

    3

    Commitment Change Orders are not visible from AP entry screen-why?

    When viewing commitments you can't see the change order details by default; Also when entering AP invoices against a commitment you don't see the change order detail ...
  • Votes

    3

    In PJ or JC when creating a Subcontract or PO need two different ...

    Currently only allowed to set up one default retainage percentage that applies to both Subcontracts and PO types. Need to allow one for each.