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Once I have the schedule of values entered, I would like to be able to print it out so that I can verify that all has been correctly entered. I need to be able to print the schedule of values to put into the contract file ahead of monthly invoicing so that the project manager and mark up for invoicing. At the present time they only way I can do this is to enter an invoice for $0.00, print it and then delete the invoice. Total waste of time.
Gayle Brinkley
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Project schedule of Values report was included in the 3.11 release (spring 2018)
before first invoice the CM wants to view our Schedule of Values.
Currently I bill for Bond and then watermark it "For Review Only"
We have run into the same problem. Our PM's use Schedule of Values on all of our projects and there is not easy option to print them for a file. Hopefully they will implement this in future releases.
I totally agree with Gayle! The idea of exporting anything to make it work defeats the purpose of the software, or doing something just to get what you need and then have to delete it also defeats the purpose. Programs are supposed to save us time and steps, not make MORE WORK for us. Programmers really need to have a better grasp on the processes they are creating......and how they inter-relate to Billing and Accounting, just saying....
Shane you are correct you can do that, but the whole purpose of the software is to save time and money. I find it extremely frustrating to have to do export stuff just so I can check it and put in a file. Total waste of time.
Adding a printable Schedule of Values report that is up to date with change orders would be most helpful.
Use the View Project Setups screen with the view set to Project Billing Codes. You can filter by project or customer etc.. This is the quickest place I have found to get a quick back check that you can print or export. What it does not do is to give current billing amounts. We have our PMs use the system to enter progress billing but do not give them the ability to post. This way they are working with current data but cannot mess up accounting. Good luck!