prevent users to register time on closed jobs and/or activities
We would like to have a feature where it is possible to select on the job card and on each activity if the post shall be visible from the time sheets. When handling a project, the project phases are often reflected in different tasks and it would minimize errors and rejected time sheets if we c...
Resource Group Planning
Typically, Jobs are created early in the pre-sales phase. At that time, it is not yet known which resources will participate in the execution. Yet, you want to be able to create a realistic Job plan. Usually you know what kind of resources will be required, e.g. developers, consultants, project m...
Create Production Work order action from Job Planning Lines
In Engineer to Order companies, Jobs are used for R&D phase while production is done with Manufacturing module in BC. Currently, one can use Planning Worksheet to create a Production Order based on the Job Planning Line as demand. However, It should be possible also to create a Production Work Or...
Multiple customers for a job
Often, several customers form a joint venture or consortium when they order a project. To this end it should be possible on the Job Card to be able to specify a list of Bill-to customers for the project with percentage split. With this functionality, one could create a single Job but invoice it t...
Planning of recurring usage in Job Planning Lines
Often many resources take part in the same activity on during a project e.g. in a meeting. Furthermore, often an activity occurs periodically (e.g. a meeting, consulting, monthly invoicing...) at regular intervals/days. To this end an action should be added to the Job Planning Lines which would e...
Work Type code Description to be copied to Description of document lines
Usually for a customer it is not important who has done work on a job, but what has been done. To this end, when planning resources and recording resource usage typically Work Type is used in combination with a resource. If used, the Description from the Work Type should be copied to the Job Pla...
Milestones within Job Tasks
Milestones are important feature for any project. A new Job Task type Milestone should be added to enable better Jobs control. It should be possible to set a Milestone dead line (Due Date) and a flag that Milestone has been reached. Job invoicing based on that flag should be enabled such that in ...
Milestone within Job Tasks
Milestones are important feature for any project. A new Job Task type Milestone should be added to enable better Jobs control. It should be possible to set a Milestone dead line (Due Date) and a flag that Milestone has been reached. Job invoicing based on that flag should be enabled such that in ...
Milestones in Job Task
Milestones are important feature for any project. A new Job Task type Milestone should be added to enable better Jobs control. It should be possible to set a Milestone dead line (Due Date) and a flag that Milestone has been reached. Job invoicing based on that flag should be enabled such that in ...
Deferral Code and Deferral Schedule in Job G/L Journal
The Deferral Code field should be available to add the Job G/L Journal line. Also the Deferral Schedule option should be available under Actions > Functions, These are available in General Journal lines.