Rate Table as a Column Filter on Project List
Desired Capability: Rate table not a column filter
Goal: Each year we update our rate table. When looking at the Project View, the Rate Table isn't an column we can display on that view. So we have no easy way to see which open projects are still using the old rate table so we can update them. We would have to manually click into each and every open project to see which ones need to be updated.
Please add the Rate Table as a column or field can show on the Projects View, or provide some other way to filter by that field.
Comments: 5
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22 Aug, '24
Cole Petitte Admin MergedDesired Capability: modify the professional services table columns like the project table on the projects search page.
Goal: I would like to be able to change which data is displayed in the columns. It would be helpful for me when searching for services that similar to be able to see things like #number of hours, sku, other service level variables. -
17 Jan
Jon Scott Admin MergedDoes the current customize table function not meet these requirements? Or are you looking for even more options?
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17 Jan
Jon Scott Admin"Modified Project List" (suggested by <Hidden> on 2024-08-22), including upvotes (1) and comments (1), was merged into this suggestion.
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20 Jan
Vid SistaJon - the current customize table function does not include Rate Table as one of the options.
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20 Jan
Jon Scott AdminUnderstood. I could see how that would be helpful.