Not signed in (Sign In)
  • What is Intervals?

    Intervals is online time, task and project management software built by and for web designers, developers and creatives. Learn more…

The Intervals Forum is Closed.
This forum has been replaced with a help section located at help.myintervals.com.
We recommend checking the help section, as the forums are no longer being updated. If you have any questions, please don't hesitate to contact our support team.

New to Intervals? Have questions or need help?

How to get at a client's People?

Bottom of Page

1 to 2 of 2

  1.  
    • mwilkie
    • Oct 16th 2013 edited @ 10/17/2013 11:03 am
     

    A given client can have multiple people/contacts associated with it. So lets say we have projects for the client "Information Management", and the liaison for the project is the person "Betty". We have other projects for the same client, and the contact is "Rob". There are other projects too, but we'll leave them out of it for now.

    How do we see at a glance all the projects we have for "Information Management", and who the contact for that project is? How do we filter so we see all the projects for Rob at Information Management, but don't see Betty's?

    Example:


    Project/Task Client Contact Progress ...etc
    ---------------------------------------------------------------------
    Asset Report Info Mgmt Betty 80%
    Inventory Info Mgmt Rob 60%
    Upgrade Workstations Finance Sheila 100%

  1.  
    Thanks for the sample. To generate that report there would need to be a way to assign a contact to a project. Possibly by adding an extra field at the project profile level where one can select from a list of contacts. Since contacts cannot log in there hasn't been that much need for this but it may work for executive level users. I'll note your thoughts in our list of modifications to consider.

Comments are closed.
For more Intervals help documentation, please visit help.myintervals.com