Ability to change Progress Status on Phases

Posted over 1 year ago by Carrin Sloane

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Carrin Sloane

Can i request a feature to change the progress status on Phases within a Project

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Shannon Levick posted 9 months ago Admin

@Carrin - This isn't possible because phases are essentially tags against transaction line item. Since this request came in we have implemented statuses against project task lines and recently added the ability to bulk update the statuses too which should solve this problem for you.


@Giselle - Your export is of the timesheet dashboard which doesn't currently display the phase, however you will find that information via the timesheet reports.

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Giselle Bracken posted 10 months ago

Also the timesheet csv/pdf downloads don't separate by phase - but i'm quoting as per phase.  Its impossible to figure out how many hours per phase has been spent. 

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Carrin Sloane posted over 1 year ago

This would save us a great amount of time setting up seperate projects just to track the status of an item on the entire quote.

Now i have set up a project for each individual phase. Doing it this way means we'll end up with 1000's of projects, which isnt very user friendly

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