• 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.
  • 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 ...
  • 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 ...
  • 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 ...
  • 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 ...
  • Votes

    3

    In Project Management, when entering Change Requests, after I enter a ...

    If I've entered 10 lines and realize I have the incorrect Contract Item on each of the lines, I am unable to just change the contract item on each line. I have to delete ...
  • Votes

    1

    Document Designer Add's

    1st let me say that whoever came up with document designer is a genius! We love it and once I played around in it a bit, I found it very user friendly and is a major ...
  • Votes

    1

    If a commitment has not been approved, please let us renumber the ...

    Sometimes after a commitment has been created, we realize there was a mistake in the commitment number. If the commitment has not yet been approved, please let us ...
  • Votes

    4

    Invoice Register report with ALL invoices with check numbers that can ...

    Combine the invoices by job, paid invoice report and the paid invoice register to have 1 report that shows all invoices, if they have been paid or not, if they are owed ...
  • Votes

    2

    Ability to stop people from entering commitments over the estimate ...

    The ability to stop people from creating a Commitment for more than the Total Estimate. Make them get a change request approved first would make sense. Not sure why there ...
  • Votes

    2

    How about simplifying the process of cutting joint checks so you don't ...

    Also, linking the joint payees and amounts against the filed preliminary notices would be awesome! Don't ya think?
  • Votes

    7

    Sage Estimating SQL should create a estimate file for PJ Change ...

    Sage Estimating SQL v16.11 does not create a .pee file. The .pee file is needed for a PJ Change Request when you want to import an estimate that is already created. The ...
  • Votes

    3

    AP Vendor Insurance Info to prefill to PM Commitments then to prefill ...

    The Custom Fields setup in the Commitments automatically prefills out Custom Contract Tracking Log. The Accounts Payable Module needs to automatically prefill to the ...
  • Votes

    12

    Please add the ability to close multiple commitments at one time

    Possibly pull up a list of commitments by job or vendor and let us check off the commitments we want to close.
  • Votes

    1

    PJ Subcontract Inquiry - list is in no specific order

    The PJ Subcontract and PO Inquiry are not in any specific order - not Subcontract/PO or Vendor/Supplier order. Need to be a specific order and would like ability to ...
  • Votes

    3

    Auto Sign Approved Commitment Change Orders.

    Once a commitment change order is typed, the name listed in the 'From' box should auto populate a signature and date once approved is selected. As it stands right now, ...
  • Votes

    5

    PJ commitment co default should not be approved

    When entering a Commitment CO in PJ, the default status is "approved". This is a nuisance to have to change every single time. Seems strange that there isn't an ability ...
  • Votes

    1

    Contract creation enhancment

    It would be nice if on the standard contract template you could have the option to go ahead and map the contract item to a standard cost code. Then when you go in and ...
  • Votes

    1

    In Project Management, Job Setup, Scope/Documents tab, add a field ...

    We want to have the Submittal's "Return Due Date" to be automatically calculated (like RFIs). Allow an option to be based on business days, instead of calendar days.
  • Votes

    2

    In Project Management, when we create a Job Cost Job, let us specify ...

    We need more flexibilty in the fields that are available to fill out when creating the Job Cost Job. At a minimum, please prompt for AR Customer and Tax Group.