XPM - Import Job Budgets
We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.
Sarah Sharp
shared this idea
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Petra Main
commented
As we complete each client's Annual Compliance job we copy it to create a new job for next FY. At the beginning of the new FY we run a billing report showing what we billed the client last year for compliance and add a CPI increase to it, then enter that in as the budget against the jobs we have already created. Currently this is a manual and very time consuming task. It would speed things up substantially and make it a much more efficient process if we could import the job budgets.
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Cony von Strobl-Albeg
commented
Updating the budget each ear would be a reason to import jobs each year instead of using recurring jobs