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Status Shipped
Workspace PS Web App & Platform
Categories Budget & Cost Management
Created by Julie Adler
Created on Oct 17, 2019

RELATED IDEAS

Add the ability to save different views on the Budget screen

Different view can be helpful when sharing the budget with different team members. For example, when sharing the budget with a client, it is helpful to remove all of the cost columns. when sharing with a sub, it is helpful to remove all of the budget columns. But, there is no way to save these as views, and the columns need to be removed and added each time. Would like the same features from other list views where you can set your default view, but have the ability to have additional saved views.

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  • Guest
    Sep 14, 2023

    A big yes to this one. Please provide the same custom view and ad hoc report capabilities as there are in all other record modules for all the same reasons. It is frustrating having to make the same group setting changes each time I use Budgets and not being able to configure a view that is aligned with how our company manages budgets.

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