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Articles tagged #PROJECT

Articles tagged

#PROJECT

CRM

To create a new project profitability configuration

Go toSetup > Accounting > Project Profitability.

CRM

Project Profitability Rules

When setting up Advanced Project Profitability, you can create custom configurations for your custom profitability reports.

CRM

Creating Custom Project Profitability Reports

Advanced Project Profitability uses filters to map accounts and items to specific columns and rows within a custom project profitability report. The feature comes with a standard configuration of account and item mappings. You can edit and customize the standard configuration and create custom profitability reports to fit your business needs. You can create multiple configurations. All of your project profitability reports are located at Reports > Projects > Project Profitability Reports.

CRM

Dashboard Not Visible on a Specific Project

The project does not have a Dashboard tab even if the Dashboard checkbox is ticked on the project stages record.

CRM

Project is Not Showing on Project Profitability Report

Active Projectis not showing on theProject Profitability Report.

CRM

Unable to Create an Estimate from the Project/Job records

Users including Administratorsare unable to createEstimatesfrom theProject/Jobrecords like the scenarios below:

CRM

Project Field is Grayed Out on Sales Order Line

The Project field on theSales Order item lines appears to be uneditable.

CRM

Project 360 Dashboard

The Project 360 Dashboard SuiteApp provides project managers with consolidated metrics, reports, and resources on a central location to manage and complete projects on time and within the budget.

CRM

Resolve: "An Unexpected Error Occurred" When Viewing Project

SCENARIO

WhenAdvanced Project Profitabilityfeature is enabled, customer gets an unexpected error when viewing/editing projects and project list.

SOLUTION

A possible reason of the unexpected error is missing configuration in the Project Profitability setup which might be deleted by a user.By default, a standard configuration is added whenAdvanced Project Profitabilityfeature is enabled. To resolve the error, user can do either of the following:

Re-toggle theAdvanced Project Profitabilityfeature to retrieve the standard configuration:
1. Navigate toSetup > Company > Enable Features
2. ClickCompany
  - Advanced Project Profitability: EnterCheckmark
3. ClickSave
  Note:This will automatically retrieve the standard configuration in the Project Profitability setup page
Create a new configuration:
1. Navigate toSetup > Accounting > Project Profitability
2. ClickConfigurations
3. ClickNew
4. Define all settings as needed
5. ClickFinish
  Note:After saving, user will be redirected to Project Profitability Setup page
6. P&L Default:select the created configuration
7. ClickSubmit

CRM

Access Levels for Project 360 Dashboard

Access levels determine which information about the Project 360 Dashboard are shown depending on your role. The system filters the list of projects to show based on the access level given to you.

Business Intelligence

Journals With Name Fall Under the -No Customer/Project- Category in Sales Reports

When running the Sales or A/R Aging Reports, Journal Entries are grouped under the category - No Customer/Project-.But in these Journal Entries the Name column field is populated with customer. Hence, these journals should not appear under the- No Customer/Project-category.

Basic Accounting

Resolve Error: "No Match" on Expense Report when entering Job/Project on Expense Report

Customer is encountering a "No Match" error on Expense Reports when entering a Job or Project name under Transactions > Employees > Enter Expense Report > Expenses.

CRM

Weekly Timesheet Does Not Show Planned Time Tab Even if Project Management Feature Is Enabled

Weekly Timesheet does not show Planned Time tab even if Project Management feature is enabled

CRM

Project Management > Charge-Based Billing > Charges Not Available on Invoice Billable Customers pagenagement > Charge-Based Billing > Charges Not Available on Invoice Billable Customers page

When the user is trying to invoice customers for Charged-Based Billing Projects, some of the Charges are not available when navigating to Transactions > Customers > Invoice Billable Customers.

CRM

Project Resource Management is Stuck in Loading or Page Unresponsive

When the user navigates to Lists > Custom > Project Resource Management to open the Project Resource Management page, the user may experience the page to not fully load or becomes unresponsive.