Hello Community,I have been looking for ways to generate AP Bills directly from the Projects screen
I'm exploring alternative methods for calculating revenue projections for construction projects.Currently, we rely on a straightforward method using GI that looks at the end dates on all revenue tasks, the sum of the tasks ending in a specific period serves as our revenue projection. It's a simple and effective approach.Why I’m looking for something different; Project management programs that integrate with ACU are limited, and not all of them integrate with project tasks. It's worth mentioning that we currently use SmartSheet to manage project task dates. While this integrates with ACU, it's proving to be less scalable due to inadequate support. If I can find a different means of calculating our revenue projection, then I’m not restricted to the limited PM tools available. Please provide suggestions and insights regarding alternative methods or tools that might enhance our revenue projection processes. Your input would be greatly appreciated.
We run many projects (we make windows and doors and each houselot is a project) At the end of each project we are struggling to track what has been delivered to site and what has not. We currently make a PDF of all the items that were part of the project and store it as a file on the project with the name “Delivery Docket” but updating this is a pain. It would be ideal if there was some way to have “Output Items” per project, that when each item is delivered, it is somehow “shipped” from the project so that we can easily see what is left to be delivered - is there an easy way to do this?if it were possible, then it would be easy to make a delivery manifest straight out of Acumatica/MYOBA
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