User Profile

Project Budget Control


Description of problem: Customer has the following business scenario: The goal is to enforce top level budget control with ability to overrun on the project budget lines amount. As such, Subproject budget should allow overruns, but not beyond the Top Project Budget. Engineering team explanation:...

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Category: Project Accounting (231)

STATUS DETAILS
New

Calendar's view


Description of request:


Customer would like to be able to change the calendar's view in the system.


For now there is no setting/feature/option in the system for changing or customizing the calendar's view and it's possible only to see specific dates and years....

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Category: Project Resource Management (527)

STATUS DETAILS
New

Project Invoice Customer Name


Business Scenario: The system takes the Delivery name of the Address instead of the Customer name. This is confusing for Customer as the expectations are that the customer name on the Invoice comes from the customer name, not from the Delivery name.


Request: To change the path...

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Category: Project Resource Management (527)

STATUS DETAILS
New

Budget control configuration for Work orders


Business Scenario: Customer inserts numerous work orders per day which automatically creates projects where there is budget control. They can be opened and closed per the same day. It is not possible to insert project budgets for all of them. It was not acceptable to turn off...

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Category: Budgeting (203)

STATUS DETAILS
Declined

Project stage to Finished after project elimination


Business scenario: After the project is eliminated, the expectations are not to be able to post against it as it is already finished. For example: the project starts on 01 April and will end on 30 June which means it will hit 3 financial periods. It is not possible to consider...

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Category: Project Accounting (231)

STATUS DETAILS
New

Item requirement project budget consumption


Scenario: When no Cost price is set in the Released Item form/Manage cost section, on created Item requirement, the system does not consume the project budget.


When processing Item journal with no set Cost price (meaning 0.00) the project is consumed properly....

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Category: Project Accounting (231)

STATUS DETAILS
New

Decreased Project Budget Revision


Business scenario: Decreasing the initial Project Budget with Budget revision and posted transactions consumed all of the initial project budget, using Disallow overrun.


Business Request: Validation of ...

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Category: Project Accounting (231)

STATUS DETAILS
New