Ideas for Acumatica

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Provide ability to filter only Active Projects during Run Allocations process

Alot of projects that have a short life and/or have been completed/suspended should NOT show up in the run allocations screen.  Or at least have the option to display all or only active projects (in the header of the screen) as part of the process.

  • Guest
  • Jun 7 2019
  • Gathering Feedback
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  • Guest commented
    October 16, 2019 13:52

    The Allocations screen should NOT load all projects by default.  There should be an additional filters/buttons in the header of the screen to "load all" or "load only active" projects.  For clients that have ALOT of projects - there can be a performance hit waiting for the screen to load (since it currently loads ALL by default).