Francisco Orozco Consultant

Wish there is an option to include and easily visualize a calculated grand total customer billing account line of credits, not featuring customer total line of credits, user might potentially calculate outside the system.

Wish there is an option to include and easily visualize a calculated grand total customer billing account line of credits, not featuring customer total line of credits, user might potentially calculate outside the system.

Wish there is an option to easily setup task templates or (task assembly kits), not featuring a task template, user might potentially enter on a task by task basis, rather then entering a task template or retrieve from a task master. Featuring WBS work breakdown structure for tasks, maybe helpful, however not featuring task templates from journal entries (expense and timesheet), user might potentially enter on a task by task basis, or single task basis.

Wish there is an option to maintain project tasks precaution maintenance, for purpose to easily visualize, monitor, inquiry, report while inspecting or supervising. Not featuring project precautions, user might not easily visualize advanced prevented precautions on potential tasks, concurrent tasks, scheduled tasks, scheduled personnel, eligible vendor or customer, quality inspection, experience, quality material, skills, designs, hours entries, rate or fees, item, expiration dates, etc.

Wish there is an option to easily visualize a project tasks WBS template, for purpose to easily copy a project WBS work breakdown structure to other project account, in addition to conventional WBS work breakdown structure. Featuring a master project WBS and WBS tasks maybe optimum, when potentially copying a master or project WBS or a sub-WBS template at time of copying wbs work breakdown structure to other projects. Example: Construction complex1, construction 1, or kitchen WBS.

Wish there is an option to easily visualize a project tasks WBS template, for purpose to easily copy a project WBS work breakdown structure to other project account, in addition to conventional WBS work breakdown structure. Featuring a master project WBS and WBS tasks maybe optimum, when potentially copying a master or project WBS or a sub-WBS template at time of copying wbs work breakdown structure to other projects. Example: Construction complex1, construction 1, or kitchen WBS.

Wish there is an option to easily visualize a project tasks WBS template, for purpose to easily copy a project WBS work breakdown structure to other project account, in addition to conventional WBS work breakdown structure. Featuring a master project WBS and WBS tasks maybe optimum, when potentially copying a master or project WBS or a sub-WBS template at time of copying wbs work breakdown structure to other projects. Example: Construction complex1, construction 1, or kitchen WBS.

Wish there is future option to set project retention per vendor account, for purpose to set various vendor project retention percentages from a project instead and/or in addition to standard project retention required by vendors. Not featuring project retention by vendor, user might potentially only have access to the current conditions of the the project required vendor retention.

Wish there is an option to easily default a project preferred default bank account, for purpose to ease project transaction funding and disbursement to vendors. Not featuring preferred default banking account when generating payments or receiving payments from customers, user may potentially not efficiently track project funding sources and destinations.

Wish we can easily visually identify and configure vendor ledger discounts, for purpose to easy financial reporting by project. Not featuring project ledger posting discounts by vendors, user may potentially not easily financially identify discounts or value saved on project account basis.