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Project Setup

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Add project number to reports and filter windows

Please add the project number to reports, report filters, on screen displays and on screen filters.
Christine Schmidt about 2 months ago in Project Setup 0

Default Company Billing Requirement Template

The billing requirements are the same on every job. It is time consuming to have to go add these each time we add a job and if they accidentally don't get added it causes issues when we try to look at an invoice after they submit. It would just be...
Robin Fisher 7 months ago in Project Setup 2

Archiving Contracts

The ability to archive contracts that are not being handled in Trimble but are automatically imported from the ERP.
Becky Cannon 7 months ago in Project Setup 0

Block vendors from altering their SOV

We would like a setting so we can block our vendors from altering the SOV values. We don't want them to be able to make changes to either their subcontract nor change order items/description/scheduled values.
Guest 7 months ago in Project Setup / Subcontractor Billing 0

Enable multiple project numbers

Often a project will be associated with more than one project number. For example, the AOR or EOR's internal project numbers, DOB project numbers, SED project numbers, etc. It would be nice to be able to include as many as are applicable. AIA paym...
Angela A 4 months ago in Project Setup 0 Will not implement

Fix the New Project settings to reduce accidental errors

When setting up a new project, all of the required fields are asterisked in red, which is fine and dandy but the system does not actually require the user to interact with any of the fields that Trimble pay pre-filled with values other than 'Requi...
Angela A 7 months ago in Project Setup 0

Advanced Document Forwarding Setting

Document Forwarding settings need to provide a way to specify what attachments are forwarded and in what format they should be forwarded. We have document forwarding set up to forward approved invoices to our semi-automated financial operations pl...
Angela A 6 months ago in Project Setup 0