Projects | Progressus Software

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Assign a single exchange rate per project per currency

When creating a new project plan/budget it would be ideal to have the ability to assign a default exchange rate per currency at the project level similar to setting default prices and costs for resources.

Created 18 Sep 02:20am by George Stavropoulos

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19 Vote
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Add duration column to the Project Plan

Add a duration column to the project plan. It can be a calculating field off of budget entries. We have estimated start date and estimated end date already and this is all based off of budgets

Created 27 Mar 02:42pm by Tasha Anspach

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2 Research
6 Vote
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Integrate with ExpandIT

We need the ability to interate with ExpandIT. Currently, they have a direct push/pull to base jobs, but more opportunities are coming in where they want to use both PGS and ExpandIT.

Created 14 Jul 02:47pm by Tasha Anspach

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8 Vote
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Ability to block a entry for time, purchase invoice, expense reports at the project level. Allow override at the task level

Customers have various workflows related to project closing. They usually prevent project and/or task for entry for various things before the project is completely closed This blocking of the project or task may be for any or all of the followin...

Created 12 Sep 05:44pm by Kim Bateson

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5 Vote
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Add more of the task fields to the Task Template

There are several fields that would be valuable included in the task Template that exist on the task. Because these fields are not included in the task template or the project plan, the user must manually go into the task to see/edit them. Additio...

Created 17 Apr 09:21pm by Kim Bateson

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4 Vote
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Add Shipping Address to Project Card

Frequently clients have shipping address different than billing address. Please add shipping address to Project Card. This address should default to the Sales Invoice shipping address when created from a project. Shipping Address should default to...

Created 21 Dec 06:55pm by Kim Bateson

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4 Vote
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Add defaults for inserting new tasks

When you currently add a new task from the project subform it sets the status to planning. It either need to default to the project status or we need to be able to set what the default status should be on the project.

Created 20 Aug 12:44pm by Tasha Anspach

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Ability to enter a project and task on General Journal Line. Or allow free form entry of the GL account on the project Journal without being forced to Setup Expense posting Setup

Not allowed to override the account created populated in the Project Journal by the expense posting setup. This requires a lot more setup of expense posting setup. Simply override the account in the Project Journal and I don't think there is a nee...

Created 16 Oct 11:00am by Guest

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Would like the ability to Move Transactions if charged to the wrong project\task

It would be nice to have the ability to move transactions from a project\task to a different project task This would also be valuable if they could be moved even if the transactions has been billed. It would also be nice if the reclassification al...

Created 6 Sep 02:07pm by Guest

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Ability to choose revenue account at the project level

Add the ability to select the revenue account at the project level.

Created 20 Dec 06:31pm by Tasha Anspach

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Progressus Software

Next-Generation Professional Services Automation

Architected for the Microsoft Cloud

Next-Generation Professional Services Automation

Architected for the Microsoft Cloud

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Assign a single exchange rate per project per currency

Add duration column to the Project Plan

Integrate with ExpandIT

Ability to block a entry for time, purchase invoice, expense reports at the project level. Allow override at the task level

Add more of the task fields to the Task Template

Add Shipping Address to Project Card

Add defaults for inserting new tasks

Ability to enter a project and task on General Journal Line. Or allow free form entry of the GL account on the project Journal without being forced to Setup Expense posting Setup

Would like the ability to Move Transactions if charged to the wrong project\task

Ability to choose revenue account at the project level

Filter by status

Filter by category

Identify yourself with your email address

Assign a single exchange rate per project per currency

Add duration column to the Project Plan

Integrate with ExpandIT

Ability to block a entry for time, purchase invoice, expense reports at the project level. Allow override at the task level

Add more of the task fields to the Task Template

Add Shipping Address to Project Card

Add defaults for inserting new tasks

Ability to enter a project and task on General Journal Line. Or allow free form entry of the GL account on the project Journal without being forced to Setup Expense posting Setup

Would like the ability to Move Transactions if charged to the wrong project\task

Ability to choose revenue account at the project level