Ideas for Acumatica

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Implementation Checklists: available in MS Excel format

Ex: https://docref.acumatica.com/?CompanyID=USA&ScreenId=ShowWiki&pageid=26e94e85-6a05-4c4b-8b08-f6161bfc7e3f

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
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  • Toon Six commented
    October 15, 2016 14:01

    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

  • Alexandra Prishivalko (Education Lead) commented
    November 25, 2019 13:58

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

  • Michael Coman commented
    November 25, 2019 14:07

    That would be nice

  • Jim Koshar commented
    November 25, 2019 14:52

    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.