Francisco Orozco Consultant

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.

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

Wish there is a project funding remaining balance report (e.g. customer total credit line - vendor credit lines - preferred project banking funding) including percentages. Not featuring a project funding remaining balance, user may not easily visualize funding status stages at any time, or easily compare against expectations.

Wish there is a project funding remaining balance report (e.g. customer total credit line - vendor account credit lines - preferred project banking account fundings) including percentages. Not featuring a project funding remaining balance by accounts, user may not easily visualize funding status stages at any time, or easily compare against expectations.

Wish there is an option to easily maintain project supporters and/or supporter type, for purpose of future dashboard or graphics. Not featuring project supporters, we may potentially not easily graph reports by eligible project supporters. (e.g. public, private, consumers, city residence, investors, market industry, market evaluations studies, other).