Jared Clayton

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  1. 3 votes
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  2. 11 votes
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  3. 90 votes
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  4. 3 votes
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    Jared Clayton commented  · 

    Anything that is created at the company level should be able to be deleted as well. ie. if you are testing with field sets and call it "Test" you want to be able to delete it after you have finished testing or at least rename it to put it in to production.

  5. 365 votes
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  6. 569 votes
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  7. 61 votes
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  8. 71 votes
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    Jared Clayton commented  · 

    We also need the ability to part pay on pending/unapproved commitment variations where the work has been done and we are waiting on client approval.

    The Security of Payment Act is in place for this situation and if the subcontractor claims, we are not allowed to use the excuse of not approving to the Subcontractor because the Principal/client hasn’t approved the HCV as yet.

    There are quite a few pending variations on projects. PM’s have approved to be paid (part % claimed amounts) on a number of pending variations, but in order for me to process the s/c claim, I have to approve all of the commitment variations first, which is not ideal, because the full submitted figure may get knocked back. It is a bit hard – because we are talking about large $$ of structural concrete work having been completed and it is because they are under pressure from holding up the project works if it did not get completed.

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  9. 12 votes
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    Jared Clayton commented  · 

    We also need the ability to part pay on pending/unapproved commitment variations where the work has been done and we are waiting on client approval.

    The Security of Payment Act is in place for this situation and if the subcontractor claims, we are not allowed to use the excuse of not approving to the Subcontractor because the Principal/client hasn’t approved the HCV as yet.

    There are quite a few pending variations on some of our projects. PM’s have approved to be paid (part % claimed amounts) on a number of pending variations, but in order for me to process the s/c claim, I have to approve all of the commitment variations first, which is not ideal, because the full submitted figure may get knocked back. It is a bit hard – because we are talking about large $$ of structural concrete work having been completed and it is because they are under pressure from holding up the project works if it did not get completed.

  10. 155 votes
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    Jared Clayton commented  · 

    We require a custom report of approved commitments that are NOT ERP synced, this would be on a schedule to be emailed a couple of days prior to payment runs so accounts payable do not have to chase project administrators to send to ERP.

    The project admin would see their projects with the commitments needed to be sent and tick them off making everyone happy.

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  11. 21 votes
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  12. 25 votes
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  13. 79 votes
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  14. 2 votes
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  15. 7 votes
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  16. 8 votes
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  17. 427 votes
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    Hello all-
    We wanted to provide an update and give some insights into this idea. After much investigation, we have determined that this functionality is not something that Microsoft Outlook currently supports. In order to make dragging and dropping of files and emails from Outlook into a browser, it would require an application to be installed on individual devices. A few people have posted comments about fee-based applications like this that already exist on this thread.

    Until Microsoft makes this option more feasible and better supported, Procore is currently focused on how we can help ease the burden without needing to building and installing a separate application. Many of you are already aware of the efforts being done from within Outlook via the Procore add-in. But if not, this functionality is focused an creating items in Procore from Outlook. You can learn more here: https://support.procore.com/integrations/procore-outlook-addin

    We will continue to keep…

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  18. 118 votes
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  19. 264 votes
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  20. 2 votes
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