• Votes

    6

    In SQL Estimating, let us push an estimate into Sage300CRE as a Change ...

    We have estimates that need to hit a job as an Estimate Change Order (vs. an Original Estimate). In PJ, let us import the estimate into a Change Request. Also let us ...
  • Votes

    1

    In Field Reports, PR time, add the Category Column

    At times we need to be able to change the category the labor is going to.
  • Votes

    2

    Commitment screen "List" button box should have more information.

    On the Commitment screen, the "List" button on the bottom should have more information in the box that pops up. The Commitment number should be listed as well as the ...
  • Votes

    1

    After entering and editing a Commitment remove the requirement to ...

    After entering and editing a Commitment remove the requirement to click the "Finish" button. This is a waste of time and paper that the system must print a page each ...
  • Votes

    4

    On the Commitments screen have a "Print" button to print Purchase ...

    The Commitment screen should have a "Print" button that allows the user to print the Purchase Order right from that screen without having to go into Reports to do so. ...
  • Votes

    3

    On Commitment Screen there needs to be "Previous" and a "Next" buttons ...

    When in the Commitments screen, there needs to be "Previous" and a "Next" buttons so it is easy to scroll through the entered Commitments.
  • Votes

    3

    In Commitment screen, we do not want retainage to autofill when in ...

    When entering a Commitment there is a drop down menu for Retainage that automatically fills in with 10% (which I believe is a company preference. But we want it to ...
  • Votes

    2

    In PJ - Job Setup - Change Management Tab - Let us set up a change ...

    We would like to enter repetitive line items that should appear on every Change Request. This could work just like the Markups, but would populate the line in the ...
  • Votes

    3

    In Change Requests, on the Price/Cost Estimate Tab, let us import from ...

    Many of our CRs are repetitive, and we would like to Cut & paste the lines from Excel.
  • Votes

    2

    JC change orders should be a table field like extra is

    Our old accounting system tracked change orders using another field called CO# (like the extra field) that was available in all modules. This allowed for us to report on ...
  • Votes

    3

    Add the ability to select a secondary vendor when entering an AP ...

    Add the ability to select a secondary vendor when entering an AP invoice without having to issue a joint check
  • Votes

    5

    accounts payable contacts

    Contacts set up in AP or AR should flow to Address book.
  • Votes

    4

    In Field Reports, on the Payroll tab, let us select the Union/Union ...

    Employees work on multiple union classifications within a week (ex: some hours are charged as a carpenter & some hours are charged as a carpenter foreman). On the Field ...
  • Votes

    3

    Variation in mouse wheel function

    Certain tasks support use of a mouse wheel for scrolling (e.g. Inquiries) and others do not. The mouse wheel doesn't seem to work in any Find windows, for instance in ...
  • Votes

    1

    When creating a PO/Sub in the Project Management Module it would be ...

    It's really time consuming to have to copy and paste a long list of inclusions from a word document or email one line at a time into the inclusions list. Since we have ...
  • Votes

    1

    One of the missing elements in the PJ solution is purchasing. The ...

    One of the missing elements in the PJ solution is purchasing. The current app is fat fingering a PO line by line. Why not incorporate the Purchasing Module with its ...
  • Votes

    6

    Check box to inactivate standard cost code

    Our standard cost code list is out of date. We have new construction and accounting staff that would like the list to be updated. Would be nice to be able to mark ...
  • Votes

    3

    Do not allow commitment change orders to different job than commitment ...

    Unless you use the search or drop-down function to select a subcontract, the system allows you to enter a commitment change order to a different job than the original ...
  • Votes

    6

    Make it easier to un-commit a Subcontractor Commitment created in PJ ...

    I was told by Bryan, chat analyst, that there is no easy way to un-commit a PJ Subcontract commitment. The only way to fix it is to DELETE it. This is totally ...
  • Votes

    1

    lien waivers search by vendor only

    Currently in Subcontractor compliance you can search compliance items for a job without a vendor, a job with a vendor, but not a vendor only. We process checks for a ...