8

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...

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
4

"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...

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Category: Project Management (222)

STATUS DETAILS
Completed
4

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 ...

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Category: Project Management (222)

STATUS DETAILS
Completed
5

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...

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
8

Add a Job Planning Line Sub-page to the Job Card.

Add a Job Planning Line Sub-page to the Job Card.



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Category: Project Management (222)

STATUS DETAILS
Needs Votes
8

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...

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
7

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.

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
13

Add a % Complete field to Job Planning Lines..

Add a % Complete field to Job Planning Lines..

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
8

Add 'Planning Line Status' filed to Jobs

Add a Planning Status option field to Job Planning Lines (JPL).

o Add Previous Task/JPL No. fields to JPL Lines to automatically

activation of the Planning. Status of Successor JPL’s when a predecessor is set

to "Complete”.

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Category: Project Management (222)

STATUS DETAILS
Needs Votes
19

Better Job Reporting

Some more Job related reports would be good (for example, a better budget to actual report, etc).


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Category: Project Management (222)

STATUS DETAILS
Needs Votes