We've worked out an easy system to use Intervals as our bid tool.
We use The Profile to Email as our Bid delivery. It's as easy as assigning a bid number to the name of the project and then edit it to a job number once it's a job. Also Deactivate it as a bid, Activate it as a job.
This is reducing our reliance on third party applications and keeping everything within the Intervals system.
It's too bad that Expenses only get's coverage on The expenses page and the dashboard.
Now for the Feature Request:
Since "Profile - Details" is just information can "Grand Total" be added to the details info? Right now we see the following:
Project #: 0163----------------------------------------------------------Billable: Yes Name: 8049-JobJob-----------------------------------------------------Start: 02/14/2008 Status: Active------------------------------------------------------------End: 02/21/2008 Client: Statio-------------------------------------------------------------Budget: $17,400.00 Project Manager: Bill Williams----------------------------------------Alert at: 80% Expense Totals: $2,592.23--------------------------------------------Estimated Work Total: $18,200.00 Work done so far: $44,9672.44------------------------------------Job Total: $20,792.23
I know Estimated work Total is at the bottom of the page, but it would be nice as a quick view to see it at the top also. It would also be nice if we could customize this area in our settings.
Default Profile views
Default Dashboard views
OR...
Allow us to create a report with all the choices from the Project View ShortCuts
* Profile o Estimated Work o Modules o Team * Dashboard * Time Summary * Estimated vs. Actual * Payments (0) * Expenses (3) * Invoices (0) * Project notes (0) * Documents (0)