It would be very useful to have a single tab within the Project that pulled in key metrics that every project manager needs to be aware. All of this information exists in Acumatica- but not in one place where a PM can get an overview. On this tab I would want the following metrics:Current Contract Value, Budgeted Cost, Projected Cost at Completion, Gross Margin Budget, Gross Margin Projected, Billed to Date, Open AR, Cost to Date, Open AP, Overbilled/Underbilled status, Committed Costs, Earned Revenue, Earned Margin
It would be helpful to set up Projects if the “Default Values” would update from the Project if they are left blank on the Common Task.Often, a client wants to set up Common Tasks to allow for ease of setting up Projects, however, the Default Values need to update from the Settings tab on the Project just as they do when creating a new Task.
I have several accounts for intercompany transactions that have an account class of “IC”. The client does not have different accounts for AR and AP intercompany.When they print the Balance Sheet, if the net of the Account Class is positive, they want it in the Asset section and if negative, they want it in the Liability section.Does anyone know if this is possible and if so how to do it?Thanks.
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