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Nadav Fischer

Nadav Fischer

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title"Limit order and project access by Resource in charge/Project lead" - expanded functionality to projects (4495)

When a resource is selected, the system will also filter the results in Sales>Project dashboard to show only projects that this reassures leads.

To see all projects, click the “Show my projects” button in the bottom of the Project dashboard page.

image-20240812-105832.pngimage-20240812-105858.png
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titleExport to excel button added to more tabs in project dashboard (4253)

Export to excel added to the following tabs within project dashboard:

  • Project dashboard (main page)

  • Status tab

  • Project files tab

  • Project member tab

    image-20240819-113802.pngImage Added

Local projects

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titleNew option added to generate a local Project from a task in a Global project (4617, 4619 ,4475)

When the Head office assigns a local office to a task, the local office can generate a new local project from that task, or assign it to an existing local project.

Once it’s done, neither the Global or the Local office can change the project, and a visual indication will appear to clearly mark a task from which a local project or order was created.

For more about Global offices and projects, please refer to the manual (TBC).

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