Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Dimensions set on customer flow through to project

Have the Dimensions that are set on the customer flow through to the project.  Right now we set a Region and Salesperson Dimension on a Customer so PMs can easily determine the Region and salesperson. Then when they set up a project they need to add these Dimensions again so the revenue flows to the proper dimensions. This is an extra step for PMs that wastes time and can create errors due to duplicate data entry. Thanks!

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  • Jan 7 2019
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