Progressus Software

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...

Customer run reports on things such as the key fields. Just having the same line number on the original transaction line is not easy enough to use in BI reports

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.

In the Project Plan form add the ability to Open the task list in Excel. All columns included in the view or at a bare minimum the main budget and cost columns.

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.

Add a function to export the project task lines and the information shown on the subform to excel from the project plan.

When an opportunity is created it would be useful to reference a project on the opportunity card. Perhaps invoke the project Wizard if the project does not exist.

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...

We need to be able to select any number of task cards at one time to update settings (i.e. Email Alert = True, % Complete Billing settings, Retention %).

Customers have project documents such as signed contracts, work documents, drawings, etc