• 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 ones
  • 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. ...
  • 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 ...
  • 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 ...
  • 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 ...
  • 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".
  • 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 ...
  • 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) ...
  • 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 ...
  • 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

    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

    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

    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

    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

    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

    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

    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.
  • 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 ...
  • 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.
  • 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. ...