Ideas for Acumatica

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Projects Form Enhancements

As we are directing clients, especially their field managers, to the Projects form as a one-stop shop for running their Projects, the following would be helpful additions to the form:

  • Additional Employee links for Project Properties - Assistant Project Manager, Job Superintendent/Supervisor, Owner/Salesperson - enhances reporting/sorting/filtering
  • Full Job Site Address fields (Address1, Address2, City, State, Zip) instead of a single line - enhances reporting/sorting/filtering
  • Relevant totals on the top Summary area: Revised Revenue Budget Amount, Revised Cost Budget Amount, JTD Billed, JTD Costs
  • Philip Robinson
  • Jan 31 2019
  • Attach files