Project Status History
A
Abigail O'Donnell
We use workflow rules to notify team members when a project is approved, when PO's are submitted, when equipment is received, when a deposit is received etc. It would be great to have a tab in the project explorer section that shows a history of the project status by date. When there were design changes, when the PO's had been sent, when all the gear arrived etc. Many of our steps are not linear, so without this the only way to know is to search through notifications.
Vista Technologies Hevel
YES PLEASE, We need this. Shows the history of a project by status or whatever. Need to be able to export to Excel too so we could calculate elapsed time.
P
Philip Lisk
I agree! A report that shows all information within the database for a customer would be great! Ideally if someone wanted to know what was done with a customer we could run one report and all the versions, tasks, service orders, change orders, etc could be printed out. I would like the printout to be either by category or by chronological date.
Scott Nichols
Yes, I agree this would be a good addition. It would also be nice to set "Notifications" for things like follow up on approval, order on, check on scheduling, extra.
K
Kevin Frye
I appreciate this idea a great deal. Project workflow is at the heart of getting great results in SI. I look forward to advances with these features. Our History feature will provide much of the info you mention but is also difficult to search through. If the History feature had a filter option like "Change in Status", "Change in Price" and other filters to allow you to easily see the type of change you are looking for, I think this would help.