• Votes

    5

    Secondary vendor warning in AP select invoices and tracking in Project ...

    Customer requests when doing a JC/PJ Commitment with a Secondary Vendor, that both the AP Select Invoices to Pay provides a warning that there is a Joint/Secondary ...
  • Votes

    3

    Project Management - Submittal Line Items

    We would like to be able to divide submittals by line item to better track Submittals that are returned with partial approvals. For instance a Lighting Submittal could ...
  • Votes

    5

    Would like to see a range of contract-based invoices that are ready to ...

    When posting invoices, there is no range option to choose from like in other modules.
  • Votes

    2

    Add default setting for Change Order Addons that allows for rounding ...

    Our contracts all round to the nearest dollar and we would like the change orders addons to have an option to round as well.
  • 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

    4

    Allow us to use submittal packages in Project Management

    In Project Management, let us set up Submittal packages like we could in Expedition.
  • 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

    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

    5

    Make default value of change order

    Upon creating a new change order, the values automatically default to Approved status with the "Release to Accounting" and "Update Contract Amount" values checked. ...
  • 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

    2

    Ability to amend estimates before finalization

    I would like the ability to amend estimates before they are finalized. The way the system is currently configured makes it very difficult to fix errors in estimates. This ...
  • 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

    3

    Field Reports - Prefill Previous

    We would like to have more options when Prefilling Previous. Sometime we only want to prefill some of the previous day information and other times we want to prefill all ...
  • Votes

    4

    Field Reports - Custom Columns

    Under each tab there are custom columns. These custom columns can be hidden or unhidden per each station but not globally. We would like the ability to hide or unhide ...
  • 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 ...
  • Votes

    1

    Field Reports - Subcontractor & Extra Work Order

    The drop down menu for the subcontractor name under these two tabs only picks up contact names that are entered as “company view” during job setup. In job setup, our ...
  • Votes

    4

    Field Reports - Payroll Time

    In the drop down to find an employee we have found that it can only be searched by the employee’s number. We want to be able to search by name. In California the ...
  • Votes

    3

    Viewing / Opening Field Reports

    When opening Field Reports the list that appears shows all field reports for all jobs. There needs to be a filter so a project manager can only sees reports for his ...
  • Votes

    5

    Functionality with Outlook

    Functionality with Outlook Currently we get a popup with every email where we have to click on “Allow” before the email will send. This popup opens behind other running ...
  • Votes

    1

    Submittal Specification Numbers

    Submittal Specification Numbers The CSI specification numbers used in Pj are outdated. The new numbering system can be found at; http://www.masterformat.com/revisions/ ...