Service Item Set In Project Templates
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Lindsey Denson
Majority of projects are created from Templates, but then if we do not remember to add a Service Item when creating (or bulk creating) then every single project has to be updated
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Amanda Aparicio
marked this post as
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Denise
I would really like to see a service item set for a project template WITH THE OPTION of setting the price or having the price auto-populate with the with current price.
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Lindsey Denson
Amanda Aparicio More clarification on this suggestion - In the template there is a place to set a billing rate and budgeted time, but it would be awesome to have a set service item in the template.
Of course the option to edit per project is great, but when our team members are creating projects from templates, it would be one less thing to ask them to remember to do.
And as adding a service item isn't a necessity for them (like due dates/accounting period/etc.), and more of an internal/admin/reporting setup, I could see them not making it a priority to do - which then throws off reports.
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Lindsey Denson
Amanda Aparicio This has been completed... or it has always been here and I just figured it out 😁
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Amanda Aparicio
Lindsey Denson: thank you for pinging me! :)