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Create Agreement Templates for Rapid Agreement creation
We have many clients that have recurring work that is high-volume, low-complexity. As such, setting up the work needs to be as rapid as possible, and making an agreement from scratch is painfully slow and prone to error, even when coming from the quoting process. Having an agreement template that could be copied with things like the Work Order schedules, Bookings, and Invoice Agreements would allow for something close to one-click Agreement setups for businesses where volume is more important than customization. -
Make the Schedule Board Project-Aware
The Schedule Board, in its current layout, has no way to pivot on projects. For example, if I am a scheduler, and I need to make sure a project is completely staffed and scheduled before I release it to start, while also looking at other concurrent projects to see how staffed they are, there is simply no way to do that on a project level in Project Operations.
With the primary pivot being around resources and tasks, there's no easy way to validate that a project is fully staffed from the schedule board.
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