Projects - Project Info Menu
Project Info menu - For each project, add a "Project Info" menu so that we can include some brief information on the project. For example, Description of Works (i.e. New build; Renovations; New Office Addition; Pool works etc.), Project Start Date, Estimated Project Completion Date, Contract Number, Contract Sum, Site Foreman Name etc.
Julie Rouleston.
shared this idea
Appreciate your suggestion here, Julie. We understand the request for a Project Info section where teams could keep details such as contract terms, site contacts, project dates and other key information alongside the project.
I’ve moved this to Gaining Support so we can continue gathering feedback. Let us know which project details you currently have to keep elsewhere and would most like to have available in Xero Projects.
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Julie Rouleston.
commented
Thanks Anis, I appreciate you responding to my suggestion.
I have attached a file which indicates all the details we currently keep elsewhere and what details we would most like to have available in Xero Projects.
I have presented it in a table format as this is how I foresee this type of information being presented in Xero.
