Allow us to decide when to invoice for a Product related to a Project Contract


Currently if you add Products to a Project Contract, these are picked up on the first Invoice which is created. There is no way to prevent this and no way to delete them off the Invoice so they will be picked up on a subsequent Invoice.

 

We need the ability to defer invoici...

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2 Comments

Category: Project Service Automation (167)

STATUS DETAILS
Completed

Allow us to force a segment refresh


Currently there is some mystical timeframe which segments refresh the members. Maybe once an hour. For someone who is trying to create a segment and test it to see what members it returns this is impossibly slow. If you make a first stab at the list, you can't expect people to go away for an h...

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3 Comments

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3 Comments

Category: Segmentation (203)

STATUS DETAILS
Completed

Group Projects together into Portfolios


There should be a way to group projects together, similar to PftW with it's Roadmap feature. This could be for reporting or dependency purposes.

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0 Comments

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Category: Project Planning and Tracking (114)

STATUS DETAILS
Completed