Progressus Software
Next-Generation Professional Services Automation
Architected for the Microsoft Cloud
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Ability to print timesheet report after it has been submitted
Currently timesheet report is not available for the timesheet archive. The only way to print it is from a different menu option and therefore none of the timesheet information passes to the filter and user can see all timesheets. the only option c...
Created 16 Oct 10:43am by Guest
Timesheets
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MSFT - CRM Functional integrations
Client would like the ability to: A) if the Opportunity exists in CRM - want the ability to have it automagically create a PROJECT in Progessus. B) From the Opportunity or Quote in CRM - to have it automagically create a BUDGET including resources...
Created 29 Jun 08:42pm by Rich Fowler
Integrations
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Tie Scheduled Billings lines to Milestones and automatically create payment when milestone is completed
Enter a Milestone with a task associated to it. Also enter a scheduled billings line(s) with the same task. When the Milestone is mark as 'completed' then automatically generate the payment for the scheduled billings line.
Created 6 Sep 04:02pm by Guest
Billing
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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
Projects
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Ability to define a billing date and or date range that can be displayed and printed on the invoice
It is a very common need to have the invoice date range shown on the header of the invoice. If we had the ability to define the invoice period in the Invoice Suggestions and then allow the display of that date range on the invoice that would be ve...
Created 26 Jun 01:48pm by Guest
Billing
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Add field “Project Code” to the Purchase Quote - to bring PQs in line with the POs
Any users that are creating PQ in the first instance instead of PO. You added project code to PO header for a good reason!
Created 7 Apr 11:40am by Andrew Wingate
Purchasing
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Add scheduled billing template
Add the possibility to add a scheduled billing template and to automatically connect it to a project template to add lines.
Created 19 Oct 02:07pm by David Embretsen
Billing
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Need to reverse Project Journal
Need to be able to select a posted project journal and reverse
Created 21 Feb 08:25pm by Guest
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Add Project Task Range to Change Budget Filters
When creating a Change Budget Journal users cannot filter on a task or range of tasks. By adding the Filter type of Task users will be able to restrict what tasks will be added to the Change Budget Journal.
Created 11 Oct 06:54pm by George Stavropoulos
Budget
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Reopening/Correcting timesheets should not create negative reversing entries until the new updated timesheet is posted
Companies need to correct timesheets. However during that process there can be a lag time. If a company reopens a timesheet but is still researching the new postings, that resource can be incorrectly omitted for payroll extraction file because t...
Created 3 Jul 07:20pm by Kim Bateson
Timesheets
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