Create opportunity from project
Do you have opportunities for potential projects which you did earlier before and are you tired to create the same opportunity over and over again? There is a solution for that, because now you can create a new opportunity for an existing project. Tapping on this option, starts a form on which you can specify the organization and desired finish date of the new opportunity. This will generate an opportunity and automatically clones the project including its deliverables and calculated activities.
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| Create opportunity for existing project |
Ordering opportunities by expecting order date
The expected order date is relevant for prioritizing opportunities. Therefore the option to sort opportunities by expected order date is introduced.
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| Order opportunities by expected order date |
Detail level of invoices
Recently the possibility to configure the detail level of invoices is introduced. Now a new level of detail is added which specifies one line per activity.
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| Added option for detail level of invoices |
Cap on time entries for fixed price deliverables
A cap on time entries is very prevents exceeding budgets. Last month the possibility to limit time entries for time and material deliverables was released. Now this limit can also be applied for deliverables with invoicing type 'Fixed price'.
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| Limit on time entries for fixed price |
Draft invoices
From feedback we've learned that some important information is missing on the view of a draft invoice in function 'Draft invoices'. Therefore the following information is added:
- Account manager
- Project manager(s)
- Department
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| Information added to view |
