Progressus Software
Next-Generation Professional Services Automation
Architected for the Microsoft Cloud
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Add "Contract Task Manager" on Contract Task line (just like on Projects)
Contracts enable several projects to be linked into one Contract Task line. Adding "Contract Task Manager" to a task line will enable the possibility to have different "PMs" for a group of projects. Our client Hybrit has a 3-level structure with P...
Created 26 Feb 17:07 by Staffan Nilsson
Contracts
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Contracts: Budget Approval Required should update all Projects that are part of the Contract.
Currently, when selecting the Budget Approval Required setting on the Contract, the individual projects are not updated. User must manually go to each project card and select the setting for Budget Approval Required.
Created 09 Feb 19:55 by Guest
Contracts
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Copy Task Template
User has a Task Template for Percent Complete with Resource, Item and Expense all true. You want Percent Complete for Resources only. You copy the template with all, edit it for Resources only and save with a new name.
Created 14 Jan 16:10 by Guest
Templates
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Warehouse Shipping Document is missing three critical Progressus fields and accompanying logic is not supported. These includes the Project, Task, and Appl.-to Project Entry.
The Warehouse shipping document needs to create a project usage entry to Progressus if the entry is created by entering on the Sales Order and then creating the Warehouse shipment. To accomplish this the project and task must be added to the wareh...
Created 22 Dec 13:43 by Kim Bateson
Inventory
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Show date and day both on header of timesheet days
On the columns on the timesheet, it shows either date or day, customers would like to see both
Created 02 Dec 21:38 by Tasha Anspach
Timesheets
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Drill down to source document. Payables Transactons
When drilling into a projects actual costs it is currently not possible to drill down to the source document for payables transactions. The ability to drill into a cost line item and view the posted AP/Purchasing transaction is simply expected.
Created 25 Nov 16:41 by George Stavropoulos
Interface
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Add expense code to Subcontract screen
Expense codes are used all other locations in the project when it is not an item or a resource. But Subcontracts use the product posting group. This is inconsistent with other functionality and can create inconsistency in reporting when expecting ...
Created 13 Nov 16:55 by Kim Bateson
Subcontract
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Ability to have a project work order that can be used to purchase items and plan all the aspects of the project
Clients are wanting to use projects as a build to order some type of product in the system related to projects. There are too many processes that are not linked together and this causes double entry. We have budgets. But Budgets do not link to any...
Created 04 Nov 19:01 by Kim Bateson
Inventory
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Subcontract Pay when paid should allow the ability to link the posted sales invoice to posted purchase invoice
The user needs the ability to generate the purchase invoice and post it before the sales invoice is created. The generation of the sales invoice is often dependent on including the subcontract cost in the sales invoice. Currently the only linking ...
Created 16 Oct 21:29 by Kim Bateson
Subcontract
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Change Subcontract Link on the Role center to show the number of records to approve
Is it possible to have these be like BC tiles? That show a number to approve? There are so many buttons now and people often do not click on these if there is no indication that there is open activity.
Created 16 Oct 21:08 by Kim Bateson
Subcontract
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