Settings and activity
13 results found
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142 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 🙂
Haley Declercq-Raye
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150 votesHaley Declercq-Raye
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11 votesHaley Declercq-Raye
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42 votesHaley Declercq-Raye
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86 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.
Haley Declercq-Raye
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149 votesHaley Declercq-Raye
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5 votesHaley Declercq-Raye
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69 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
An error occurred while saving the comment Haley Declercq-Raye
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54 votesHaley Declercq-Raye
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75 votesHaley Declercq-Raye
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18 votesHaley Declercq-Raye
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5 votesHaley Declercq-Raye
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7 votes
Appreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams.
I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.
Haley Declercq-Raye
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Update project reports to pull transactions based on transaction date rather than the date a transaction is assigned. It would incredibly helpful to pull a project report that ties to your profit and loss.