Settings and activity
79 results found
-
5 votes
An error occurred while saving the comment 
Leah McVeigh
supported this idea
·
-
21 votesLeah McVeigh
supported this idea
·
-
45 votes
Understand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
Leah McVeigh
supported this idea
·
-
3 votesLeah McVeigh
supported this idea
·
-
5 votes
Would still need to consider an optional trigger here as different businesses process projects in different ways.
Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here.
An error occurred while saving the comment Leah McVeigh
commented
I would be interested in this ONLY if it were possible to assign expenses and bills to completed projects. It currently isn't possible to do that so I'm constantly re-opening closed projects, assigning a bill to them, and then closing them again.
-
7 votesLeah McVeigh
supported this idea
·
-
20 votesLeah McVeigh
supported this idea
·
-
9 votesLeah McVeigh
supported this idea
·
-
49 votesLeah McVeigh
supported this idea
·
-
7 votesLeah McVeigh
supported this idea
·
-
151 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Leah McVeigh
supported this idea
·
-
100 votesLeah McVeigh
supported this idea
·
-
34 votesLeah McVeigh
supported this idea
·
-
13 votesLeah McVeigh
supported this idea
·
-
27 votesLeah McVeigh
shared this idea
·
-
35 votesLeah McVeigh
supported this idea
·
-
24 votesLeah McVeigh
supported this idea
·
-
32 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Leah McVeigh
supported this idea
·
-
11 votesLeah McVeigh
supported this idea
·
-
97 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Leah McVeigh
supported this idea
·
without a field for a unique project ID number, deadline date is often the only way I can tell 2 projects with the same name apart from one another.