We have multiple jobs tied to a single contract. Would like to be able to soft-close a job, but not the contract. This would allow us to make sure costs do not continue to hit a job. Now we have to wait until all jobs are complete and soft-close the contract.
Company | Chamberlin Roofing & Waterproofing |
Job Title / Role | CFO |
I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Not sure why this suggestion is still open and listed as 'In Development'. You can soft close the job (only) through JC Jobs. It's very hidden though - open the JC Jobs form and look for 'Soft Close Job' under Tasks in the top menu bar.
This should be a standard feature, surprised it is not.
The only thing I saw in the help on this was that you could go to JC Job Phases for a Project and uncheck the Active Box on the grid for all the phases associated with the Project you want to close. It doesn't really close the Project but it will stop costs from accruing on it until you close the Contract. Try searching on "close sub job" in the knowledge base to find the article.