Create Data Entity for Estimate Projects (ProjWIPTable)
Create data entity for Estimate Projects (ProjWIPTable). Without this data entity, the necessary estimate project cannot be loaded and associated for Fixed-Price projects through data migration.
Fix Timesheet "Week Summary To Date" Factbox for Split Weeks.
The "Week summary to date" factbox displays a summary of timesheet hours for a given timesheet period.
This summary information is misleading during a split week, as the factbox appears to display hours information for the full week, but instead only calculates hours information ...
Make Project Dropdown on Timesheet Valid for All Projects, Regardless of Legal Entity
Instead of starting with legal entity populated on new timesheet line, allow worker to select the project dropdown first and be able to choose from any project across all legal entities.
Enable Multi-selection for Attachments
When uploading an attachment, enable the ability to click on multiple files and have all selected files uploaded as attachments of that type.
Add Cash Advance to Expense Delegation
Expense Delegation enables a user to submit an expense on behalf of another worker. Extend this functionality so that a delegate user can submit a cash advance requests on behalf of that worker as well.
Intercompany Timesheet Delegation
Enable timesheet delegation between workers in different legal entities.
Example:
Alice is a worker in Company A.
Bob is a worker in Company B.
Enable the ability for Alice to be setup as a delegate and enter time on behalf of Bob in company B.
Make Cash Advance as Functional as Expenses
Unlike Expenses, there is no form to view ALL Cash Advances (only "approved and paid, approved, and cash advances for my review).
Additionally, unlike expenses there is no print button to print out a formatted report of cash advance requests. The browser does not handle basic print-to-...
Enable saving of multiple journal-related office integration document templates
There seems to be a limitation preventing multiple excel journal document templates from being accessible when saved to document templates (Org admin > Setup > Office integration > Document templates). It's unclear why this limitation is in place, but it is inconvenient.
View for vendors across legal entites
Modify All vendors form to enable viewing of vendors across legal entities, similar to the existing functionality on the All projects form.
View customers across legal entities
Modify All customers form to enable viewing of customers across legal entities, similar to the existing functionality on the All projects form.