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Find Usage - Additional Location - As Accessory

The ability to find the utilization of an item or labor when used as an accessory to another item. DJM
Guest over 1 year ago in  0 New

CO Column needs to show type, internal or external.

It's super confusing to see the same number but have them be separate change orders. This needs to be more clear.
Eric Kalpakoff over 1 year ago in  0 New

Service Plan Price Override

I can only set the price of the service plan based on the items I add. I would like to be able to add the items and then select whether to calculate the total price vs type it in manually.
Guest over 2 years ago in  0 New

Updating old project phases inserts out of order.

We recently reduced the number 'Phases' available and renamed them. When working in older projects that have been approved but require changes, we are noticing that when we 'Restore All Defaults' to append the new phases to the old project, it imp...
Eric Kalpakoff over 1 year ago in  0 New

Project revision lock

It would be great to be able to lock certain revisions. Such as the revision automatically created when project is approved and CO's are approved. Accidental deletion of these key revisions are a big problem when dealing with high volume of projec...
Guest over 1 year ago in  0 New

Custom Fields Used as AutoCAD Block Attributes Don't Update

We use a number of custom fields in our AutoCAD blocks. Until the v22 update, changing the value in the custom field in the Project Editor would update the attribute in AutoCAD when we tabbed out of the field. Now, none of the custom fields will u...
Guest over 1 year ago in  0 New

Bulk removal of Alternate Vendors

The new alternate vendor feature is a welcome addition. However, there is no way to bulk remove an alternate vendor. Additionally, when you assign a new Preferred Vendor, the previous preferred vendor is automatically moved to an alternate vendor....
Guest over 2 years ago in  0 New

Quick Filter Dialog Speed Up

Could you spend a little time on the procedure that opens up the "Quick Filter" view in the project editor. I use this quite frequently when creating projects, and the button takes about 3 seconds to open up and populate on my computer. This reall...
Guest over 1 year ago in  0 New

Project Explorer Change Orders Tab - Add Custom Layout to show Tax Rates

Add the ability to apply a standard or custom layout to the Change Orders tab of a project viewed in the Project Explorer. Purchase Order, Service Plans, Service Orders, Tasks all have this feature. The specific issue I'm trying to solve is that t...
Guest over 1 year ago in  0 New

Add dialog box when attempting to mass update locked items

When a user attempts to perform a mass update which includes locked project items in the selection set, the locked items are not updated and there is no indication that the operation failed. Potential solutions: Good: Warning alerts the user that ...
Guest over 1 year ago in  0 New