We need Change Orders and Change Order contract Items to be added into the progress entry forms on the portal. We create change orders and then complete parts of the Change order at different times. If it were in progress entry section on the portal it would make it so my managers would be able to bill change orders in whole and partially when needed like all other contract items. The way it is currently there is no way for my field managers to bill for change orders/change order items.
Guest
| Company | Thoutt Bros. Concrete |
| Job Title / Role | Systems Administrator |
| I need it... | Yesterday...Come on already |
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This is a huge problem with the way the data is coming over. I am willing to give examples if needed. There is a case that details this. 31428971.
Hey Nicole,
Can you help us understand what your request for this item is?
Thanks!
Thanks for sending this in. I think I originally thought you were referencing JC Progress entry, not JB Progress Billing. Progress Billing is in review for a development, I hope this gets votes so we can accelerate bringing progress billing to the web.
Cheers
Sure. It would look something like the Portal Progress Entry I attached at the bottom in red is my suggestion. I also attached what the PM Progress Entry looks like currently in Vista as well as the PM Contracts page in Vista with my various Change Order Items. We bill various parts of change orders as we complete them, the ability for my managers in the field to enter progress into change order items would be extremely helpful as they are the people who know what we have/have not completed.
Thanks for submitting this item. I'm not clear on the desire of the suggestion. Would you mind providing a mockup?