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Projects - Ability to add Project Stages

Ability to add additional stages for projects and also manual start and end dates that can be used in reports.

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Kevin Depper shared this idea  ·   ·  Report…  ·  Admin →
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  • Tony GRIFFIN commented  ·   ·  Report

    ADD DATE FIELD TO PROJECT TO MAKE IT EASIER TO SEARCH FOR LATER ON

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    Adding to my below comment.

    Being able to filter projects with stages as a filter would be very helpful too!

    Having default stages including: Draft. In progress, On Hold, Completed, Closed, Rejected/Cancelled, Admin (for admin issues that prevent the job from being closed). This would be a great start. Even better if we could customize our own stages.

    Secondly, viewing the projects with a calendar view (e.g. monthly view) where you see due dates and the projects are colour coded to show their status.

    Thirdly a GANTT Chart for the projects would be a great way to visually see work that needs to be completed over a period of time in relation to the time planned for the project. A Gantt chart can include the start and end dates of tasks, milestones, dependencies between tasks, assignees, and more.

  • Emma Rosenblatt (Accounts) commented  ·   ·  Report

    This would be extremely helpful. We have some projects in our system too long but we aren't exactly sure how long they have been there, but it would be very helpful to know.
    Also it would help if we could see what projects are due this week and any overdue projects to be highlighted or viewed separately. Something for the viewer to easily see as soon as they open up projects that there are projects due this week e.g. 2 Projects due this week and 1 overdue project.

    It would also help if we could view staff allocation with a calendar view and to able to view a group of employees at once but also a single employees allocation.

  • Hannelie De Waal commented  ·   ·  Report

    Would be nice to see the date the project was created on and not only the project deadline date.
    This way we have accurate record of how long the project is in our system and when the customer placed the ordered.