Progressus Software

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Ability to correct timesheet and define a new posting date so that the correction is in current period not the original period of the timesheet

Many customers consider their previous period closed. Timesheet corrections are date driven and therefore post back to the original timesheet date. It would be beneficial to allow the user to define the posting date of the reversing and new postin...

Created 3 Jul 07:16pm by Kim Bateson

Timesheets

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Split Resource Group-show all employees

When using the Split Resource Group funtion, the lookup to the possible employees is filtered based on the resource group on the employee card. Can this filter be toggled off to select from all employees? Some employees may belong to different res...

Created 9 Apr 04:25pm by Mary Carrero

Budget

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Add duration column to the Project Plan

Add a duration column to the project plan. It can be a calculating field off of budget entries. We have estimated start date and estimated end date already and this is all based off of budgets

Created 27 Mar 02:42pm by Tasha Anspach

Projects

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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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Add Customer name to Time & Expense approval screens

You don't know what you're approving. Drilling down into the details not many people will do and even then it just lists the code. Listing the customer name is needed so you know who the work is for. Or at least make it an optional field that can ...

Created 10 Jan 01:23pm by Guest

Timesheets

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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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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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Ability to block a entry for time, purchase invoice, expense reports at the project level. Allow override at the task level

Customers have various workflows related to project closing. They usually prevent project and/or task for entry for various things before the project is completely closed This blocking of the project or task may be for any or all of the following...

Created 12 Sep 05:44pm by Kim Bateson

Projects

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Ability to include Previously billed and Billed to Date on the Sales Invoice

Some customers require that previously billed information is included on the invoice. This requirement can be defined in 3 options 1. A summary comment on the footer of the invoice 2. The total amount of billed to date is displayed on each line o...

Created 26 Jun 01:54pm by Guest

Billing

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17 Vote
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EAC Budget Calculation

The EAC (Estimated At Completion Budget) should be a calculation of the Anchor/Original Budget amounts plus the Estimated to Completion Budget amounts

Created 18 Jan 08:37pm by Guest

Budget

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Progressus Software

Next-Generation Professional Services Automation

Architected for the Microsoft Cloud

Next-Generation Professional Services Automation

Architected for the Microsoft Cloud

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Ability to correct timesheet and define a new posting date so that the correction is in current period not the original period of the timesheet

Split Resource Group-show all employees

Add duration column to the Project Plan

MSFT - CRM Functional integrations

Add Customer name to Time & Expense approval screens

Ability to print timesheet report after it has been submitted

Tie Scheduled Billings lines to Milestones and automatically create payment when milestone is completed

Ability to block a entry for time, purchase invoice, expense reports at the project level. Allow override at the task level

Ability to include Previously billed and Billed to Date on the Sales Invoice

EAC Budget Calculation

Filter by status

Filter by category

Identify yourself with your email address

Ability to correct timesheet and define a new posting date so that the correction is in current period not the original period of the timesheet

Split Resource Group-show all employees

Add duration column to the Project Plan

MSFT - CRM Functional integrations

Add Customer name to Time & Expense approval screens

Ability to print timesheet report after it has been submitted

Tie Scheduled Billings lines to Milestones and automatically create payment when milestone is completed

Ability to block a entry for time, purchase invoice, expense reports at the project level. Allow override at the task level

Ability to include Previously billed and Billed to Date on the Sales Invoice

EAC Budget Calculation