Transferring Job number to planning worksheet
Hi,
It would be great if we could transfer Job no. to Planning worksheet and from there to Purchase orders, Transfer orders and Production orders so we could have traceability.
Bojan
Edit in Excel-Job Tasks link addition
Add an edit-in-excel link to the job tasks portion of the job card. It should link to the existing edit-in-excel table "Job_Task_Lines". screenshot for where I'm talking about. It's a useful alternative to the template jobs copy tasks method, and has been handy in troubleshooting so easier nav...
Add Time & Materials to out of box WIP calculation Methods
I know it's easy to add manually, but an out of the box "Time and Materials" job wip method would be fantastic and tiny. It's such a common method for billing a project, or as a complimentary portion of a project (for Fixed + T&M structured deals). It feels common enough it should make the lis...
"Job WIP" page navigation improvements, naming
Add links to the "Job Wip" page from the job and/or the job list. it's a handy page and easier navigation to it would probably be a win for new customer onboarding. There's no other good place to view errors/warnings from WIP calculations.
Suggested option would be to label i...
Standardize Jobs "Process Menu"
Can you please add a 'Create a job sales invoice' to the process menu on the job card? it's in the process menu on the list page and in the job planning lines / task lines. It should make the job invoice creation navigation a little smoother for folks who want to break up billable activities ...
Do not overwite the 'Description' on a Planning Line whn the Resource is chnged if the 'Description' has been edited.
Do not overwite the 'Description' on a Planning Line whn the Resource is chnged if the 'Description' has been edited.
This will let you setup a job against generic resources and then not loose the descript...
Add a Job Planning Line Sub-page to the Job Card.
Add a Job Planning Line Sub-page to the Job Card.
Delink 'Requested/Promised/Planned Delivery Date' fields from 'Planning date' field on the JPL.
Delink 'Requested/Promised/Planned Delivery Date' fields from 'Planning date' field on the JPL.
As it stands the extra fields are...
Add access to the Job Planning Lines page directly from the main menu.
Add access to the Job Planning Lines page directly from the main menu.
Add a % Complete field to Job Planning Lines..