• Subcontract Compliance - Release Management in CA

    Does anyone use the Subcontract Compliance feature for both Private AND Public Works projects in California? From all the articles i've read, the standard setup and options are not conducive to our state and customer requirements. I'm wondering if anyone…
  • PJ Change Requests-don't prefill estimate from price

    There are times when I enter a Time & Material change request for a certain price, but there shouldn't be an estimate, so 0.00 estimate. Sage is automatically prefilling the estimate from the price. I am not selecting "Prefill Job Estimate". The only…
  • Contract allowances

    Good afternoon, Seeing if anyone has found a good way to account for contract allowances. If a contract has a built in allowance it's noted in the original contract, but trying to fid the best way to track and bill against that allowance. I haven't…
  • Entering Standard Spec Section in PJ

    We are looking at populating the standard spec section within PJ to include more detail than what the system originally comes with. Does anyone know if there is a way to copy and paste a whole standard spec section into PJ? We are being told that their…
  • RE: Subcontractor Compliance

    You are right. Accounts Payable will not be able to invoice the commitment until you have checked the “Revise Commitment” check box and updated the Job Cost commitment record. There is not an automated warning or error message to stop payment of an…
  • Jobs in JC & PJ

    Can you have a job setup in JC that's not in PJ? We set up jobs for internal use that I would prefer not to see in PJ. It's not really a problem when the jobs are sorted by Job ID, but when accessing some lists, especially through Outlook, they are in…
  • Address selection in Project Management for Transmittals

    Is there any way to be able to select an address for Transmittals in PJ? I have read all the knowledgebase articles regarding retrieval hierarchy, but I need to select an address depending how the document is being sent - regular mail (remittance) or…
  • RE: Tracking Estimates

    You are correct in that these fields are available to be used as reporting fields for reports and inquiries. You are also correct in that an incorrect spelling or punctuation will cause a report or inquiry not to pick up the value. In some cases, capitalization…