Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

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.

  • George Stavropoulos
  • Oct 11 2022
Business Impact

For customers that have large projects, having the task filter present would allow them to create a journal and not bring over the entire budget. Projects that are well thought out and planned will typically have phases or steps build into the task numbering/naming convention. Having the ability to filter by phase would be very helpful especially if multiple individuals are responsible for different phases of a project.

Industry Vertical Professional Services, Construction
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