• Votes

    7

    I would like to have a warning when a cost code posting from accounts ...

    Only after a progress invoice is calculated and completed does it come to my attention that someone cost coded an expense that doesn't match the budget. Then it has to ...
  • Votes

    4

    Calculate Profit/Overhead per Phase

    I would like the option to be able to pull proposals and assign profit/overhead per phase. Currently it allows only one proposal with one percentage for profit and ...
  • Votes

    2

    Be able to send out multiple selected purchase orders each to their ...

    Currently I am told there is no way to send out multiple PO's to different vendors without individually going to each PO and sending out. This would save a lot of time ...
  • Votes

    3

    Budget Tab Viewing Restriction

    Currently we have users that can not access budgets or other project management items through the system menu, but are able to view the budget by clicking the tab on the ...
  • Votes

    6

    please please make it so we can see any deleted or void change orders ...

    1 09/24/2014 IMC 01 - credit ltg changes 2 10/15/2014 IMC 02 - 1st/2nd flr deducts 3 11/06/2014 IMC 03 - remv exist lgt poles 4 10/30/2014 remove poles constr area 6 ...
  • Votes

    10

    Standard PO should tie to Master PO

    When quantity changes are made on the Standard PO the changes need to automatically change the Master PO. The current system doesn't reflect changes to the Master PO when ...
  • Votes

    14

    Purchase Order Quantity to Date Balance

    The Master PO only show the TO DATE Quantity Dollar and Units, but does not show a remaining quantity balance. We don't want to do the math every time to see what's left ...
  • Votes

    6

    In 6-1-8 Allow Bonding Report to be run by Period “between”.

    Our bonding company wants a list of all jobs completed since the last bonding report we sent them. I need to run the report by Period “between”, which is not an option. ...
  • Votes

    12

    Add a Remaining Balance column to the PO window

    Please add a remaining Qty balance to the PO window so we can see them on the Master PO or any PO.
  • Votes

    7

    Round to Whole $ on 6-4-1 Change Orders

    When entering Change Orders on 6-4-1 Change Orders 'Prime Change Details' tab, please add 'Round Current Column to Nearest $' similar to the option found in the Update ...
  • Votes

    2

    Be able to adjust Notes column in combined budget lookup

    When looking up a job & then looking at the Budget, I cannot read what is in the Notes column. I also cannot adjust it after hiding columns that I don't use, the other ...
  • Votes

    1

    Export new job to Trello board

    Is it possible each time a new job is opened to export the Short name and job description into a Trello card on a Trello board. Trello has some good project management ...
  • Votes

    6

    Menu 6-4-1 Change Order Description

    Add word-wrapping functionality and/or extend the character limitation for the Description field on the grid line of the 6-4-1 Change Order record. I run an electrical ...
  • Votes

    1

    Make Submittal In 6-11-4 Auto Fill From 3-5

    when you select a job for a submittal, the system should autofill the client and vendor based on what you have set for the job. Currently it wont default, you have to ...
  • Votes

    3

    When entering a Subcontract Change Order, need Vendor Compliance ...

    When entering a change order to a subcontractor, have the vendor compliance warnings work. The vendor compliance warnings only work in 4-2 Payable Invoice and 6-7-1 ...
  • Votes

    1

    Allowances added in Over/Under 6/1/7.

    When using the Over/Under in 6/1/7- We need to be able to add Allowances just as we add Change Orders with an Estimated Amount as well as a requested/approved amount. In ...
  • Votes

    3

    Expand the information shown in 6-2 Budgets

    You should be able to see Changes and Committed Costs in the Budgets 6-2. Reports show Changes as a separate number. The Budgets should have additional columns to show ...
  • Votes

    1

    Allowance tracking

    We need a better way to identify allowances on jobs. Allowances in the contract value and allowances in the budget. Right now they get lost. They create big swings in ...
  • Votes

    1

    Have a change order column in cost to complete so can track your ...

    Have a change order column in cost to complete so can track your original budget
  • Votes

    1

    Submittals and Parts relationship

    Make it so that a part from inventory can be pulled into the submittal. Since spec sheets etc are tied to the part it would be nice to be able to pull that part from ...