For all our projects we have a "Sales Rep" who quotes and invoices the project, and a "Project Manager" who carries out the operational side of the project.
Currently we are using the WG Project Manager field to store the Sales Rep, leaving our actual project managers to use a custom field to allocate projects. There's no nice live dashboard view filterable by a custom field. Running a report is slow and prone to missing projects (e.g. date range accidentally set wrong).
I would like to request a second "Project Manager" style field on the Project Dashboard. If they were both a live dropdown where choice can be changed directly on the dashboard, like Project Status, would be amazing. It would be for names, so can be limited to e.g. 20 characters if needed.
Here's another user requesting the same thing to allocate "Designers" to projects.
Saying "... this would be a customisation that hinders most other tenancies" seems short sighted. We have zero use for the Assets feature, and that clutters up our dashboard!
For all our projects we have a "Sales Rep" who quotes and invoices the project, and a "Project Manager" who carries out the operational side of the project.
Currently we are using the WG Project Manager field to store the Sales Rep, leaving our actual project managers to use a custom field to allocate projects. There's no nice live dashboard view filterable by a custom field. Running a report is slow and prone to missing projects (e.g. date range accidentally set wrong).
I would like to request a second "Project Manager" style field on the Project Dashboard. If they were both a live dropdown where choice can be changed directly on the dashboard, like Project Status, would be amazing. It would be for names, so can be limited to e.g. 20 characters if needed.
Here's another user requesting the same thing to allocate "Designers" to projects.
Add Custom Field Column to Project Dashboard : WorkGuru Support Portal
Saying "... this would be a customisation that hinders most other tenancies" seems short sighted. We have zero use for the Assets feature, and that clutters up our dashboard!
Thank you
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