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Project's Transmittals

  • January 12, 2022
  • 2 replies
  • 79 views
greglang
Varsity I
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Does Acumatica have  management and organization of a project's transmittals?  if so can someone point me to what they are using for them.  Thanks,

Best answer by mike.gillum

Hello @greglang

@vkumar is correct, we do not have transmittals in our project management module as of yet. This is something we have discussed. A post on our ideas page will allow us to track the request to see how many other customers require the same functionality.

Best,

Mike Gillum

Greg Lang

    2 replies

    V
    Acumatica Employee
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    • vkumar
    • Acumatica Support Team
    • January 12, 2022

    Hi @greglang 

    I am not aware of any functionality or option available to manage transmittal in Project (more relevant for Construction projects). You may post a request on our ideas page in this regard mentioning your expectation.

    For now, probably one can use custom activity type for transmittal and just record the details manually on an activity linked to the project ( can have attachments as well).

    Regards,

    VijayKumarU
      mike.gillum
      Acumatica Moderator
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      • mike.gillum
      • Acumatica Moderator
      • Answer
      • January 12, 2022

      Hello @greglang

      @vkumar is correct, we do not have transmittals in our project management module as of yet. This is something we have discussed. A post on our ideas page will allow us to track the request to see how many other customers require the same functionality.

      Best,

      Mike Gillum

      Mike Gillum
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