Projects: New features
These are requests for new features:
Include all transactions in Transaction List or Report
Convert an Estimate to a Budget
Add Customer email to Project Invoice
Include all transactions in Project create function
Add attachments to Projects
Create a Project Manager
Merge past transactions into Projects
Estimate or Budget vs. Actuals
Add email for Project
- able to transfer from existing customer/sub-customer data to Projects. Batch action or preferred transactions
- way to create multiple new projects from the same page. Currently, you create one project, then if you want to add another new project, you will need to click "All projects" link at the upper left corner to get back to the Projects page. And then add new Project. Too many clicks, pure waste of time.
- of course, you don't have added any new reports. Also, project reports by items (products/services).
Add projects to the plus
Great idea, we totally need something like this to measure profit by project!
I have been looking at the new projects feature. It is a step ahead but I still cant see how the cost of time is put against the project. I can see how time is added to the project but it only wants the sell value. eg we pay our staff at a lower rate than we bill them out at. Where does it find there cost, or doesn't it, in which case you still cant get profit by project. can you add this feature please?