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
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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. |
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| Industry Vertical | Professional Services, Construction |
