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We're looking for a way to indicate the status of a project, but the default options (which appear to be uneditable) don't sufficiently address our company's needs. Is there any way to edit/add job status options?

Has anyone had this issue before? Do you know how to fix it? Supposedly this would happen to use every few jobs and our A/P girl had a sequence on how to fix the issue. She is currently away and we have no clue how to resolve this matter. I don't know…

I am trying to streamline our process for creating submittal packages. Currently we create all of the submittals then create a transmittal and add the submittal items (including their attachments.) Whether I "Send" or "Print" only the Transmittal and…

We set up separate jobs and contracts for different buildings on the same property (same owners), so we have several commtments that are associated with more than one job. They show up correctly on PJ Reports by job, but do not show up on inquiries by…

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…

All, I am trying to launch the Project Management module from the Desktop version of Sage 300 CRE and am getting the below error. I've searched the KB and found an article, and after attempting the suggested fixes(there was no registry files for timberline…

So there is an inquiry in JC - Inquiry - Committed Cost - Back Charge I looked at the setup and it appears to be using a txt field on the JC Commitment CO Type. The field is not available in PJ and is strictly a type in the box - so you could miss type…

I am attempting to customize e-mail delivery of project specific information to an entire project team, Project Executive, Project Manager, and Superintendent. We currently have a mix of different personnel that could be combined in the above groups,…

Hi all, For the past few months we have been using the Project Management system to enter Meeting Minutes. Formatting the Minutes is painstaking. There's no spell check and you can't use tab or bullets. Does anyone have any tips or tricks they have…

I need to know where is the information pulled to create the Subcontractor Contact List in Project Management? {PM -> Reports -> Job Contact Lists -> Subcontractor List} I have found that even if the vendors/subcontractors are listed when the job is set…

Is there a setting (per job or per user) in the Change Request function, that when you enter the amount in the Price tab that it will auto-fill the same amounts in the Cost Estimate tab {or vise versa}. We had an admin leave and this is how her jobs were…