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Internal Access to Specific Projects

Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
Guest about 2 months ago in Projects / User Properties / User Security Roles 1 Already exists

Project Hierarchy or Master Project

When you have a project that is essentially made up of smaller projects. An example might be you have ten homes being built and each home is to be a project but they are all being built for one client who want one bill for all ten homes but you ne...
Bruce Dutnall 4 months ago in Projects 5 Already exists

Project Directory to not Carry across Projects

I have a big company, and most of my subs are big companies. However, each project only uses about 3 people from each company. So right now I have to go through all these people, just because they and their company are on other projects. The proje...
Preston Sciarrillo 8 months ago in Contacts / Project Directory 2 Already exists

Sort by Record Number in link existing files

No description provided
Guest 5 months ago in Linked Files (Projects) 1 Already exists

Project Titles Need to be more than 20 characters

When creating a project in SCM, have the ability to have project titles that are longer than 20 characters. Sage Intacct allows up to 40 characters
Shon Stefan 12 months ago in Projects (Active and Inactive) 1 Already exists

Set default screen when opening SCM

Currently when you open SCM it takes you to the home screen that lists your alerts. I have a customer who is requesting the ablility to change this to the project list.
Jack Speshock over 1 year ago in Projects 2 Already exists