Plumbline Proven Solutions are a collection of modifications developed to simplify data entry, increase visibility of data, safeguard against procedural errors, or to increase speed/efficiency. While most of these programs provide minor changes, they can have a big impact on a company's productivity.

The latest Plumbline Proven Solutions include:


PPS 108
 
Project Analyst Rounding

Remove the rounding function in Project Analyst and Executive Project Analyst so that the detail reflects the actual (unrounded) value.

PPS 109
Condense Timecard Entry and/or Expense Entry page

Condense the spacing on the Web Project Timecard Entry page so that more lines are visible. Typically only about 5 lines are visible. Condensing allows about 10 lines to be displayed (depending on user's screen resolution).

PPS 110
Display Daily Comments

 
In the Web Project Timecard page: if a day has hours but there is not a Daily Comment added, then display the background color as yellow and use NC instead of C.  If the day has hours and a Comment, then leave the background color as the default and use EC instead of C.

PPS 111
Display Daily Comments (option)

Require that each day with hours has a Daily Invoice Comment before the Timecard can be set to Completed.


PPS 112

Display Daily Comments on Print This Timecard option

In the Web Project Timecard page, if an employee selects the Print this Timecard… option, the Timecard Comments do not display.  This customization will display those comments.


PPS 113

Change PJNotes record when Project or Task is changed

After a Line Item has been saved with a Daily Invoice Comment, if a user goes back and changes either the Project or Task ID the PJNote record(s) is not being updated and the Invoice Comment must be entered again.  However, the original Project/Task Invoice comment still exists in the PJNote table

PPS 114
Save Timecard if minimum number of hours has not been met

If a Project Employee has not entered in the minimum number of hours as specified in their Employee settings, then they are not allowed to set the Timecard status to Completed.


PPS 115

Minimum hours per week day

Calculate the number of days in the week (Mon-Fri) and multiply that by 8hrs.  If the employee entering the time in Web Project Timecard is not a SubContractor and the amount of time is equal or greater to the calculated hours for that week, then allow them to set the status to Completed.



PPS 116


Display the Project and/or Task Description


When an Employee enters their time in the Web Project Timecard page, add a field that will display the Project and/or Task Description on the line item.



PPS 117


Display Invoice Comments in the Document and Line Item Approvals pages.


When Approving Line Items or Documents in Business Portal, the Invoice Comment notes do not display.  This will allow the Approving Manager to view the comments.

PPS 118
Manager Timecard Status

This page allows a Manager and/or Supervisor to see the status of their employee's timecards.



PPS 119


Project Timecard and Expense Report Delegation in BP

If an Approver is not available to approve timecards or Expense reports in Document Approval, then allow the Approvers Manager to set themselves as the Approver.  Then the Manager is able to go into the Document Approval page and approve the Timecard and Expense Reports.



PPS 120


Do not allow Users to change the Rate for Mileage

In the Expense Entry page for BP, if the Expense Type is Mileage, then do not allow the user to change the Rate.


PPS 121

Project List Favorites

When using the PV for Projects in Business Portal, this feature will add three buttons:  Default, Common 15 and Last 15.  Based on the User's Timecards, the user will be able to find their projects that they commonly use or have used recently.

Other Plumbline Proven Solutions previously created can be viewed at:  http://www.plumblinesolutions.com/provensolutions.asp.  

For more details about Plumbline Proven Solutions and the price list, please contact sales@plumblinesolutions.com or call 866-510-7826.