I was experimenting with adding items to the Project Management tab and having added a start date, I moved to adding finish dates. It would enhance the usability, reduce errors and save time if the calendar interface for the finish date started with the start date (or at least the month of the start date) so you can then pick from there. It isn't a problem if the start date is today or in the near future, but if the start date is not for a couple of months, then it would just save having to click through ahead a month or 2,3 4 etc from the calendar which currently comes up with today's date as default.
There is a validation check to stop you being able to save a task as ending before it has begun, but obviously that then takes more time to correct, which could have been avoided if the calendar steered things this way to start with.
In Project Management it would be very useful if the Timeline could be formatted (configured) to do the following;
- Display the timeline by day, week or month depending on users's requirement
- Add a scroll bar to scroll through the project if required (i.e. if a project is running for a year but the timeline is displayed in days then the user would need to be able to scroll through the timeline horizontally)
- Add an option to display certain days (e.g. weekends or organisation holidays) as greyed out
- Change the 'light grey on white' colour scheme to something more high contrast
- Make it easier to print a copy of the Gantt chart
I want to overlay two report types - Stacked and Line charts. My reason is that I want to create a chart of "hours needed" for all projects company wide by month for an entire year (hence a stacked chart) but I want to overlay available man hours on top of that so I can visually see where I'm short workers.
Having visibility into future labor needs is critical for senior management as our hiring cycle can take months.
To aide breaking down of a BOM View into lists for different purposes the custom BOM view is great. But when you have multiple functional areas looking at that information such as Procurement, Fabrication, Wharehouse etc. it would be nice to be able to filter the list to show only items in the BOM that met a specific criteria. Similar to the way Excell uses it Autofilter.
The idea would be that you have a filter row you could pick or enter the filter than apply and the currently displayed view would get filtered to show only matching items (parent items could be included if that causes issues). This functionality would be used for both Nested and Flat BOM Views.
It would be a time saver to be able to configure a custom BOM view for the Flat view, Similar to the nested view. This could possibly be implemented with a checkbox for and Applies to Nested, Flat or Both.
We have set up custom BOM field that is used to trigger spawing of tasks to perform action on the item in the BOM Row, I.E. Generate an RFQ request where the item info is copied via script to the RFQ Record. The issue is that in the nested view the quantity shown is the unit quantity not the project rolled up quantity. To get that you need to switch to the flat view get the rolled up quantity and switch back to the nested view and enter the quantity to Request for Quote.
This is just one use case, but feel that functionality would make the BOM View for useful.