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