TidyWork Suggestions

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  1. Provide an upload capability to DropBox

    Due to certain limitation is sharing DropBox folders, it would be good to be able to use Tidy to perform a centralized Upload capability for documents related to a project

    Mobile users who wish to capture documents (e.g. photos) directly to a Project would benefit by being able to do this with the Mobile version of Tidy

    6 votes
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    • material markups

      Material markups - to be able to select all or a few items and allocate a percentage to calculate the charge rate. With the facility to change individual items if necessary.

      1 vote
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      • Delete old cost rates

        Delete cost rates that are no longer required. At the very least if they are not applied to any open projects but the ability to delete them as a selectable option in new projects even if they are still in use on existing projects would be very helpful. We have dozens of redundant cost rates clogging up the drop down list

        1 vote
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          0 comments  ·  Ergonomics  ·  Admin →
        • Time entry notes drop straight into invoices like materials

          Time entry notes drop straight into invoices like materials. The engineers description of what they are performing is imperative to the invoice approval by the client. If you can do this for materials why can't you do it for time?

          1 vote
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            0 comments  ·  Ergonomics  ·  Admin →
          • Better tutorials for material management, stock control and parts creation

            A tutorial on setting up the material database and the management thereof. Lots of tutorials on project management and fancy graphs but not much on the nuts and bolts of the software.

            1 vote
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            • provide for Quote Approval - including peer review signoff

              Ideally, an account (company) would be able to define the peer review signoff policy and have it enforced such that a quote may not be approved without it.

              In some cases a managerial signoff is mandatory, in others this approval level would only come into effect for financial reasons - e.g. effective quoted margin is below a minimum.

              2 votes
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              • add an "Opportunity" container to group related Quotes

                Some way is needed where an opportunity can support multiple quotes whereby the likelihood may be tracked better and the reporting on a reject quote can be qualified.

                Also if tweaks are requested from a Sent/Rejected quote, history and reporting should be able to identify the source quote when cloning.

                1 vote
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                • add the ability to Void a Won Quote

                  for admin reason, there may be time when a Won Quote need to be voided.

                  A condition to allowing this would be the pre-deletion of the associated project. It would be helpful if a wizard could do this as one workflow.

                  Usual constraints around a project not being able to be deleted if Invoices have been raised against it, would remain in force.

                  In doing so, the result would be that the quote was hidden (by default) from screens and reports

                  1 vote
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                  • Enable quote material entries to be manually reordered

                    The quote lists material entries - but there is typically a "natural order" that the quote should list these entries (and time entries too) -- in order to make sense for the end client. For instance Freight charges should be at the bottom of the list. You cannot currently control order in these lists in any way, and are forced to reorder once the word doc has been created. This leads to significant frustration if the quote is being generated multiple times, and prevents being able to make a PDF quote directly.

                    4 votes
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                    • Remove & edit materials from projects

                      make editing material within a project easier, give us the ability to remove a material from a project.

                      1 vote
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                        1 comment  ·  Admin →
                      • customer support

                        A phone number to call so in emergencies I'm not waiting for an email back. Basic customer service.

                        5 votes
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                        • 1 vote
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                          • Add 'rate' to the 'Time Actuals' data export report

                            In the Data Export reports, allow user to add fields such as 'rate' to the Time Actual csv report

                            1 vote
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                            • 1 vote
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                              • Material items

                                Add manufactured items to material list that make up other materials used.
                                So when that item is selected and you generate the PO the manufacturing materials are included as well.

                                1 vote
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                                • Material List : Format of Stock Level (S.L.) column with more white spacing from Unit Charge

                                  the visual ergonomics are lacking when looking at the Material list and seeing the stock level values left justified and very close to the Unit Charge values.

                                  Request Right justification and/or more white space to improve visual appeal

                                  1 vote
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                                    0 comments  ·  Ergonomics  ·  Admin →
                                  • ... Convert the "0" QTY and "0" Price to blank for any templated comment lines

                                    The Qty and Price values are correctly "blanked" when using the standard system output option for POs, SOs etc when a line is a "comment line"

                                    However if a Customised Document Template is deployed, these values show as "0" and not "blank"

                                    Very untidy presentation

                                    7 votes
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                                      1 comment  ·  Ergonomics  ·  Admin →
                                    • Milestone calandar

                                      Show milestones as individual calendar items and allow console view to show milestones in order of planned date. Or seperate tasks as individual date entries.
                                      We have many projects current (50+ per PM) and each project will have many items requiring scheduling and many projects may run over months or years.

                                      4 votes
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                                      • ... have TidyWork (non-Inventory) ignore stock level recording

                                        TidyWork, without Inventory, still has an underlying structure for stocklevel recording against a Material Item.

                                        This may become evident if a material is used in non-depleting mode (e.g. virtual labour) and the stocklevel goes less than -1000 (A validation limit of Inventory)

                                        Because a TidyWork - non-Inventory account cannot define an item as non-depleting - it is suggested that this be the default value for all material items.

                                        2 votes
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                                        • ..correct initial (trial setup) setting for Autonumbering of Material Item Code to NOT 0

                                          Actually it is probably the test that fails (expecting 1... to 9999999) as 0 is quite valid.

                                          Suggest the test be altered to validate 0 .... 9999999

                                          6 votes
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                                            0 comments  ·  Ergonomics  ·  Admin →
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