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7
VOTE
Email Record without a default Report, only include linked files
Sometimes, it is useful to email a record and not include a report, but to only include a selection of linked files. For example, we have a policy that all Subcontract Change Orders paid from our contingency allowance are initialed by the project ...
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7
VOTE
2
VOTE
Project Home Screen - Remove Archived Projects from Dropdown List
I love the dropdown list to move from one project to another however, there is no need for Archived Projects to be in this list. It makes the list very long and includes Projects like the "Template" and "Implementation" projects along with closed ...
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8
VOTE
2
VOTE
3
VOTE
Allow changes to budget code on commitments after they have been invoiced against and push down to invoices
Currently, after an invoice has been created against a Contract or Purchase order, the budget codes are not able to be changed. Sometimes lines are misclassified/wrong budget code selected and the only way to put it in the correct budget code is t...
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3
VOTE
8
VOTE
4
VOTE
Create a help page that lists fields available in the Crystal Reports XSD files
Create a description of the XSD files available and add it to the Projectsight help. The idea here is to provide a reference source to users creating custom Crystal Reports that explains what fields are available in the XSD files.
1
7
VOTE
A button to resend an invitation to ProjectSight/a Project without having to delete and re-add users.
This would be useful because then you would be able to quickly and easily resend an invitation without having to go into the portfolio settings and delete a user and then having to re-add that user back in and relinking them to a project.
0