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Time and Material projects should have a "Not To Exceed" or contract value amount similar to what American Contractor had

Time and Material Projects often have a ceiling amount (sometimes called a "not to exceed" amount).  In American Contractor that ceiling amount was specified as the contract value so AR staff knew when customer billing was approaching the T&M "not to exceed" value.  ProContractor does not allow a contract value to be specified for T&M jobs.  Our staff has to use "sticky notes" on their monitors to make sure the don't overbill a T&M in excess of the contract value or "not to exceed" amount.  It would be great for ProContractor to have an added numeric field for T&M jobs that allows a 'not to exceed" or contract value amount to be set as the upper threshold for billing.  It doesn't need to interact with anything, it just needs to replace the "sticky notes" on their monitors.

  • Will Woodson
  • Jul 24 2015
  • Likely but not yet planned
  • Attach files
  • Mel Wright commented
    May 17, 2016 14:25

    One problem with the user defined fields is that they cannot be edited once created or changed to inactive or deleted if once used in a report or form. Formatting then is problematic as well, we tried to change the color of the font in a field and it shows up the code in addition to the text.

  • Deleted User commented
    August 03, 2015 22:31

    This is something that we've discussed and is on our roadmap, but in the meantime you can use User Defined Fields to capture the information in-product rather than on sticky notes... 

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