TidyWork Suggestions

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  1. 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?

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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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                                • ..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 →
                                  • ... improve Sales Order retention of modified Unit Price

                                    Currently if a Unit Price is modified for a line item and the user backtracks and modifies the quantity, the Unit Price reverts to the value from the Material Items details.

                                    This is undesirable.

                                    1 vote
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                                      0 comments  ·  Ergonomics  ·  Admin →
                                    • 4 votes
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                                      • Auto resource scheduling

                                        As described in my help message just sent regarding auto resource scheduling based on the number of hours assigned to a time writer for a task divided by the number of working days entered for a task (start to end date) to be completed. Generating this for all time writers across all projects would give a snapshot of whether a particular time writer and/or project is under resourced or over resourced for the forecast period ahead.

                                        5 votes
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                                        • ... address the readability aspects of the UI in the projects Material Plan

                                          Usability could benefit considerably by

                                          - Sort by Task
                                          - grouping delimiter (e.g. dotted line like that seen in the Materials section of the project console)

                                          4 votes
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                                            0 comments  ·  Ergonomics  ·  Admin →
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