Progressus Software
Next-Generation Professional Services Automation
Architected for the Microsoft Cloud
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Ability to go to Task Card with Link from Project Plan
Provide a clickable link from task rows within the project plan that goes directly to the project plan.
Created 1 Aug 12:54am by Brandon Lewis
Projects
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Balance owing of Project Invoices - Cash received applied to a project
For organizations with large scale projects who perform milestone billing including a deposit at project kick-off cash received for that project is very important. As costs are being incurred throughout the project it is important for the accounti...
Created 25 Jun 02:48pm by George Stavropoulos
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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 05:07pm 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 9 Feb 07:55pm by Guest
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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 04:10pm 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 01:43pm by Kim Bateson
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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 2 Dec 09:38pm 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 04:41pm 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 04:55pm 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 4 Nov 07:01pm by Kim Bateson
Inventory
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