Francisco Orozco Consultant

Wish there is an option to easily visualize a project tasks WBS template, for purpose to easily copy a project WBS work breakdown structure to other project account, in addition to conventional WBS work breakdown structure. Featuring a master project WBS and WBS tasks maybe optimum, when potentially copying a master or project WBS or a sub-WBS template at time of copying wbs work breakdown structure to other projects. Example: Construction complex1, construction 1, or kitchen WBS.

Wish there is future option to set project retention per vendor account, for purpose to set various vendor project retention percentages from a project instead and/or in addition to standard project retention required by vendors. Not featuring project retention by vendor, user might potentially only have access to the current conditions of the the project required vendor retention.

Wish there is an option to easily default a project preferred default bank account, for purpose to ease project transaction funding and disbursement to vendors. Not featuring preferred default banking account when generating payments or receiving payments from customers, user may potentially not efficiently track project funding sources and destinations.

Wish we can easily visually identify and configure vendor ledger discounts, for purpose to easy financial reporting by project. Not featuring project ledger posting discounts by vendors, user may potentially not easily financially identify discounts or value saved on project account basis.

Wish we can easily visually identify and configure customer ledger discounts, for purpose to easy financial reporting by project. Not featuring project ledger posting discounts by customer, user may potentially not easily financially identify discounts or value saved on project account basis.

Wish there is a potential option to easily identify eligible or potential project damage expenses task type when project damages maybe evaluated and to be assigned to a vendor, customer or to our internal legal entity due to potential (e.g. labor disruption, material disruption, time impact, delivery impact, weather, penalties, etc.) Currently we can assign tasks expenses to vendors, however there is no option to easily have the option to change a task item to a vendor, customer or to the legal entity internal project expenses at potential time of billing. Featuring potential vendor project retention maybe helpful and maybe an alternative solution, however sometimes a project potential or eligible damage maybe due to customer or internal company responsibilities.

Wish there is an option to easily identify, track and maintain project council board, for purpose to easily address, inquiry or report in the event of disruptions, decision making, council, approval, changes, or other. Not featuring council board, user may potentially not easily identify or differentiate from officials, or conventional contacts or accounts.

Wish there is an option to easily maintain project line of business, not featuring project line of business from the project account, user may only track the line of business from a customer or vendor (e.g. investment project construction complex, investment project hospital, investment project asset equipment for aerospace, etc..)

Wish there is an option to easily update the vendor account from the purchase order line, for purpose to easily place an order with an alternative vendor in the event of negotiation may have not been reached with first vendor attempt. Not featuring all vendors associated and filtered from the purchase order line entered item, and not featuring option to easily update vendor account from heading when selecting an alternative vendor account (e.g. due to negotiations or order line item placement), user may potentially not safe time when placing orders, or when searching for product stock availability.

Wish there is an option to easily visualize, inquiry or report project funding summary. (e.g. project default banking funding, project vendor credit lines, project remaining estimated total balance, project grand total estimated balance total). Not featuring project funding in a summary, user might potentially process funding calculations outside the system.