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titleCustomer destinations added to name conventions (4700)

The Customer destinations field is now available for naming conventions in Administrator > Web administrator > Name conventions.

Info

Please note that this field will only be shown when the Real-time module is enabled in your system.

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titleResource report generator - "Media number" column added to multiple pages (4685, 5127)

The media number column was added to the resource following pages:

Finance > Billing > Resource report generator page. Both from My Menu and Finance.

My menu > Resource report generator

Sales dashboard > Pricing

Sales dashboard > Cost

Manager > Sent mail

Supervisor > Tasks completed list

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titleRate/Price creation - converted into a popup (4394)

When adding a new rate or price to the list, the “Add rate” button will now open a popup in which all the required date can be input.

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Once saved, the pages for additional configurations, such as Tasks and languages, become available in the same popup.

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titleMake "Project" field mandatory when creating a new order - New setting added (4477)

This new setting can be turned on from Admin > Web admin > Configuration > Defaults.

When enabled, “Project” will be mandatory when creating a new order.

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Sales dashboard>orders page (4486)
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title"Project number" column " and "Project number" columns added to multiple pages (4486, 5141)

The “Project” and “Project number” columns have been added to the

image-20240714-104822.pngImage Removedfollowing pages:

Sales dashboard > Orders (“Project number” only)

Sales dashboard > Tasks

Sales dashboard > Languages

Supervisor > Task confirmation management

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titleEffective delivery date - New date added to projects (4494)

A new date was added to the project dashboard: Effective delivery date.

This new date will be automatically populated once all production tasks within the project are completed, indicating when the project was effectively delivered.

If new orders/tasks are added to the project, this date will be cleared.

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Project dashboard - multiple rewords (4890)
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titleLimit 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.

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titleGenerate a local Project from a task in a Global project - new option added (4617, 4619 ,4475, 4888)

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.

In the project info page, local projects will be referred to as “Subprojects” and it’s parent project and office from will be clearly identified.

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

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