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Feature to break labor away from item

Scenario: item exists in project that has labor hours. We want to remove the item but keep the labor. Would like to be able to Right-Click -> Convert -> Separate Labor and Item.
Guest over 2 years ago in  1 New

Reverse Subreport check

Select a report, and a option to find out list of reports where that is being used as a subreports on our system. Can be a good way to get rid of orphan reports.
Sandeep P. 12 months ago in  0 New

Report Parameter list filter

When running a report, we can choose to edit report definition. in there can we get a search box so to filter the parameter list by a few characters? Example, I put in lab and search, it gives are parameters where the chars lab are in desc or para...
Sandeep P. 12 months ago in  0 New

Submittals for Change Orders

Maybe I'm missing it, but is there a way to run a submittal report for Change Orders? If not, please add this. We do a lot of ROMs upfront as part of the MEP process of large jobs. During this process I am using generic part#s/budgets, and after a...
Guest over 2 years ago in  0 New

Add Service Plan total to Payment Terms of a Quote

Can we add a toggle to include the service plan pricing in the Payment Terms when sold with a project? The Service Plan cost is now able to be included in the total amount of the quote in the Summary section. Our clients match the Payment Terms br...
Guest over 1 year ago in  0 New

Extend Standard Report Designer

Would it be a good feature to have the ability to import or export .dtr files in Standard report designer too like we have for Order reports?
Sandeep P. almost 2 years ago in  0 New

SI - Flip Flop Drop Zone and catalog explorers sidebars

Would be nice to be able to flip flop these and choose which side of the screen they were on.
Eric Kalpakoff 6 months ago in  0 New

Custom Purchase order number formatting

It would be helpful to be able to have more flexibility in the PO number formatting. i.e. pull in project data to add to the number. In our case, we'd like the po # format to be <PROJECTNUMBER0001> And the number format for each project woul...
Guest 6 months ago in  0 New

Purchase Order Items Custom Fields in PO Item Analytics

We use a Custom Field for Items to track Phase Code, we need that custom field available for reporting on Purchase Order Item Business Analytics
Jeff Colt 6 months ago in  0 New

Serial Number Validation Error

Please provide a feature in project editor for showing validation error, in case any two items with same manufaturer and model have same serial number too.
Sandeep P. over 2 years ago in  0 New