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Votes
2
Disallow entering a PJ Commitment CO to an uncommited Commitment
Accounting commits the PJ Commitments once signed copy is returned by the vendor. But Project Managers are able to enter, approve and save a Commitment Change Order even ...by: Beth K. | over a year ago | Last activity 8 months ago | Status changed over a year ago | 2 Project Management
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Votes
6
Field size in commitments
Does Sage have any plans of changing the database field length in Accounting to match those in estimating? Estimating has a 128 character Item Description, Buyout has a ...by: Tim L. | over a year ago | Last activity about a year ago | Status changed over a year ago | 2 Project Management
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Votes
7
Enable conditions on Job setup
there used to be a Conditions button on the Job Setup. Now it's gone. Put it back. Please.by: Lynn R. | 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
Address Book - Click on Email Open Outlook
Would be nice if when you clicked on an email address of a person contact that it would open Outlook and start an email.by: Mary Jo 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
3
Allow import/export of job spec lists.
I would like to be able to export the spec list of a specific project then import it to another project without adding them to the standard specifications. One engineer ...by: Braxton 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
4
Projected Billings
We would like to enter the projected billings by month for each job when we setup the job. We would like to be able to run reports with a date range to determine the ...by: Joseph D. | 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
Ability to print a change request with Price/Cost Estimate included in ...
Architect's and owner always request to see the math work on the change request.by: Michael S. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
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Votes
13
Lock down the ability to add a cost code on the fly in PJ change ...
Lock down the ability to add a cost code on the fly in PJ change management. I believe PM's should not have the ability to add cost codes to a project. In Change ...by: whitney m. | 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
In JC - Commitments - Document Designer, let us pull in Formulas - ...
In Document Designer, at times we want to pull in a calculated amount. For example, in addition to showing the Retainage %, we want to show the Commitment's Retainage ...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
3
Importing Templates to Create Submittal
I want to be able to export out an Excel Template to add a line for each submittal required with dates needed onsite. That way we can import the excel file to create a ...by: Dan R. | 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
attachments to submittals
When you make attachements to a submittal, when you send a revision, you have to delete the original attachement and then make a new attachment. Why not have check-boxes ...by: Kelly B. | 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
Add the ability to transfer RFI's from one job to another in ...
We have multiple companies and would lik to have the ability to move RFI's from one project to another either within the same company or into a different company.by: Ellie B. | 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
In Sage 300 PJ Change Proposals, could we change the "Denied" status ...
1. I would like to be able to change the PJ/Change Proposal/Status option to something other than "Denied". "Not Accepted" seems to make the most sense. "Denied" just ...by: Charlie M. | 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
Let us enter correspondence for closed jobs
Once a job's status is changed to "Closed", we can no longer enter correspondence for a job. Please just give a warning such as "The job is closed. Do you want to enter ...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
1
It would be very helpful if you could Copy Meeting Minutes to carry ...
Copy Meeting Minutes over from one job to anotherby: Jennifer 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
3
Copy submittal log from one job to another
It would be very beneficial to be able to copy a submittal log from one project (job) to another. Please consider for future releases.by: Christine S. | 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
Drop Down for PJ Job Set Up for Type & Market Type as well as Unit ...
Would like to have drop down access on PJ Job Set up to allow only a set choices for Type, Market Type and Unit Desc. This would make sorting in our report sections to ...by: Mary Jo 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
1
Billing and Pay Rate Tables - option to Inactivate
It would be nice to have the option to inactivate Billing Rate Tables and Pay Rate Tables that are no longer used. I am not ready to delete them, but would like to make ...by: Rachel D. | 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
Edit Feature for Commitment Numbers
Users desperately need to be able to edit Commitment Numbers after saving them and before they are linked to invoices. Typos are made all the time and only after all info ...by: Catherine R. | 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
Prohibit users from creating extras through PJ change requests
Users are currently permitted to create a new Extra when they specify the extra in a PJ change request line item. This is being done even though we have NOT permitted ...by: Stephen B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management