-
Votes
3
Job Cost should not list Inactive Customers when setting up new jobs
Jobs are being setup with duplicate/similarly named inactive customers. I would like them hidden. There should at least be a setting somewhere to hide the inactive onesby: Sam K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
4
Committment Window should show all change requests
When bringing up a committment the window should show all change order items added to this committment. I should not have to run a report to confirm that it is added. ...by: Shelley D. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
2
Change Contract Item in PJ Change Orders
In Project Mgmt. Entering change orders. If you need to change a line, you cannot edit the contract item. You have to add a new line and then go back and delete the ...by: Sandy J. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
2
Have the PM that is entered into the Job Cost set up flow over to the ...
I would have thought this was something that already should be happening but in a recent TUG webinar I was informed that it wasn't. There isn't a field for it in Job ...by: Jeffrey H. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
5
On the Job record, please increase the size of "City" field
The names of some cities are longer than 15 characters. Please increase the size of this field to 20 characters to accomodate cities with longer names. If we are ...by: Mary Kay C. | over a year ago | Last activity about a year ago | Status changed over a year ago | 2 Project Management
-
Votes
1
In Job Cost, when we change the status of a Group Cost Code to ...
On a specific job, If we change the Status of Cost Code 2-000 to Closed, automatically change ALL Division 2 Cost Codes (2-010, 2-020, 2-100, etc.) to "Closed".by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
2
When linking a Change Order to a Contract item, have and option to ...
We want all Change Orders to be linked to new Contract Items at the bottom of the Contract. We do not want COs accidentally linked to existing Contract Items. Please ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
3
Close MULTIPLE jobs/projects in the Job Cost & Contract Modules at one ...
Right now, in order to close a job/project, I need to open the job/project in the Job Cost Module and then go to two (2) different tabs where I have to click on two (2) ...by: Linda R. | over a year ago | Last activity 11 months ago | Status changed over a year ago | 2 Project Management
-
Votes
1
Need to be able to copy a Job, in Job Cost Module, with ability to ...
Currently, in the Job Cost Module under job set up, I cannot copy a job with a "use contract" billing status and change the new job to a "use Quick Bill" job. All ...by: Linda R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: Karri R. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: Mary Kay C. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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
-
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
-
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?by: Angie B. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: Anthony I. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
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 ...by: rebecca m. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
2
PJ Change Request - Option to reorder Lump Sum / Time & Material
Request the option in PJ Change Request to show Time and Material first in the drop down selection if preferred.by: Catherine G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
1
When editing the amount or description for a line item in PJ Enter ...
I have had to go back and revise the amount or description of line items in a commitment before it is committed. When I change the description, it reverts back to the ...by: Jo G. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management
-
Votes
4
add a security feature to not allow change requests to be deleted
we want to control who can delete change requests using the security feature.by: Jack G. | over a year ago | Last activity about a year ago | Status changed over a year ago | 2 Project Management
-
Votes
16
Project management commitment change order log should include the ...
In many places the commitment change order number is not listed. This is SUPER inconvenient. It should at least be on the report that is a log of the change orders. ...by: Florence K. | over a year ago | Last activity over a year ago | Status changed over a year ago | 2 Project Management

