Ideas for Acumatica

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Implementation Checklists: available in MS Excel format


While this document can be captured as HTML, or "printed" off to text or Word it does not translate to a database-friendly format such as Excel. I ask because I am building a Task/SubTask-level db in our Project Management system and I would like to embed these Implementation Checklist rows as the Tasks or SubTasks. Having this information in Excel format would allow me to import this information into the Project Management system (Zoho, or MS Project, etc.).

  • Guest
  • Sep 26 2016
  • Attach files
  • Jim Koshar commented
    25 Nov, 2019 02:52pm

    This would really help as we setup a new project.  Currently, we take an existing project and modify it to add any changes to the product from the last time.  This would help make this process much faster.

  • Michael Coman commented
    25 Nov, 2019 02:07pm

    That would be nice

  • Alexandra Prishivalko (Education Lead) commented
    25 Nov, 2019 01:58pm

    Hi! Thank you for the idea! We are looking for the ways to deliver implementation checklists in excel format. 

  • Toon Six commented
    15 Oct, 2016 02:01pm

    Makes perfect sense. There is a need to use a project mgt system besides the Acumatica Project Accounting system. Gant charts, milestones, etc are needed. 

    Good idea. 


    Toon Six