Ideas for Acumatica

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Add Assistant Project Manager Field to Project

A lot of Construction companies have an Assistant Project Manager (or some other person associated with the Project such as an Engineer or Foreman) that also has a direct association with the project. It would be great to have this as another field so it could be used for routing approvals but also as a dynamic filter on dashboards and generic Inquiries etc.

  • Chris Eng
  • Sep 10 2020
  • Attach files
  • Tammy Snyder commented
    11 Sep 14:06

    We have had several clients that need to know different employees and their "positions" assigned to the Project and even assigned to particular "tasks" when they have a multi-divisional project. They then want to send notifications to those employees based on different events. It would be nice to have a tab that could identify the task, an internal positions and the employee records (to get to an email) that fill those positions. (i.e.: Buyer, Estimator, Field Supervisor). We have worked around it by adding this information as an attribute, but having fields built in would be much better.