Make Project Report Sort Fields 1, 2, and 3 available to be added through personalization to the Project List Page


Make Project Report Sort Fields 1, 2, and 3 available to be added through personalization to the Project List Page. The fields can have important data that the customer would want to filter/report on from the Project List page.

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Category: Project Sales, Billing, Pricing and Costing (20)

STATUS DETAILS
Under Review

Be able to use Print > "Format Invoice Proposal" function when invoicing a Customer Advance


After you create a Customer Advance, an invoice proposal is generated for the customer advance. But the Print > Format Invoice Proposal function is greyed out. The suggestion is to have the function available.

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Category: Project Resource Management (648)

STATUS DETAILS
Under Review

Two tasks should be able to overlap in the Specify Pattern screen while editing


You cannot have 2 ore more tasks overlapping on the specify pattern while editing. This then requires you to use a workaround of having to move the tasks time to not overlap and then be able to specify the tasks without getting the overlap error. While editing it should allow you to overlap the ...

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Category: Project planning and tracking (18)

STATUS DETAILS
New

In CE, in a View, save the previously selected "Filter By" option


In CE, when you go to a list page, save the previously selected "Filter By" option so that when you try to filter on a field again the next time you are on a View, the previously saved "Filter By" option is defaulted. It works like this in F&O and is very useful.

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Category: General (18)

STATUS DETAILS
New