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We are a subcontractor and we end up with Contracts, CO's & T&M on a project.
The Ticket tracking is not as fluid as it needs to be thru out PC:
1. Project Connect does not show what tickets are on a project. ( Outstanding, Paid )
2. Project Connect does do not affect your over all contract amount either.
3. To change on the contract amount you basically have to enter as a COR, CO or AIA
4. If you do a COR you have to void the T&M and tracking of the info cause you cant have double billings.
5. Project Reports exclude anything to do with Tickets.
I would like to commend the "Management Report and its new drill down feature" and state that this is the only report I know of that I can get the over all report that I'm referring to as an over view. Although I can not "drill down" into the T&M tickets.
I know that I can look at Binder items and open receivable tab and be able to find it there.
I also know there is a T&M Report that allows you to quickly see all T&M open/closed. ( This report is useful however has major limitations like all of the reports that are similar to this style of report - do not have overall totals at bottom ect. )
My point: I would like to see the same information that is displayed in the management report showing the T&M Amount applied to Project Connect as T&M ( with drill down added ) . maybe even a Total Potential Contract/ Billings and if the customer issues us a CO for a T&M ticket.
We should also have the functionality to select 2+ T&M's we should be able to apply that to a n inbound CO ( Or CMR for that matter ) selecting the Tickets that apply ( maybe discount option if they change the amounts ). This should not change the fact that they "Were" T&M to start with in PC. That way when I look back over the year and want to know how much in T&M we did for a customer or the year, we can get an accurate figure.
Part 2- Tickets are assigned to a "project" we should be able to include tickets "Paid/ Unpaid" in the reports feature as well. While some projects show losses, these reports can be inaccurate if Ticket -Invoices were paid, but because they are not official CO's they are not reflected.
Vaughn Dobbins
| Company | CCSI |
| Job Title / Role | VP-Owner |
| I need it... | 12 months |
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