Progressus Software
Next-Generation Professional Services Automation
Architected for the Microsoft Cloud
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Comments on Project Task Cards
Add comment sheet to Job Task (1003) page.
Created 29 Jul 14:43 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 06 Sep 14:07 by Guest
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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 14:47 by Tasha Anspach
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Add Project Alert % to Project Setup so a default value can be set for all Projects
Add Project Alert % to Project Setup so a default value can be set for all Projects
Created 31 May 17:01 by Guest
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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 21:21 by Kim Bateson
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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 18:55 by Kim Bateson
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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 11:00 by Guest
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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 12:44 by Tasha Anspach
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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 18:31 by Tasha Anspach
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Project manager
Be able to assign more then one project manger to a project so they are able to view it. The current manger assigned to a project is found in the project card.
Created 20 Dec 14:58 by Guest
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