Kompass BMS
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Re-Order Cost Items within a quote item
Re-order quote items is handy, it would be great to have the same ability on the cost items in the individual quote items
0
4
Tasks: Default whether the create tasks tickboxes are ticked or not.
0
2
Granular Permission item
Could you please add the following permission: [standard] Expenses | expense | can approve any expenses of myself This will help restrict access for individuals who are not adhering to our process policies.
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4
Bulk Post/Send/Approve for invoices
some weeks, we have 30-40 invoices to be sent out, approved, and posted on fridays, and having to go into each one to post, and then send, takes HEAPS of time to do. There has to be a way to click multiple to send/post?
0
3
Improving Project Custom Fields Functionality
Looking to add a bit more functionality to the 'Custom Fields (Extra Data)' option on the project overview tab. A good option to tailor additional specific required project information but a bit limiting and looking a bit messy with the data we have added. Functionality would be good to add (in order of priority): Ability to change the title from 'Extra Data' Ability to split out into additional 'Extra Data' sections or sub-sections within that box with different titles Option to make certain fields mandatory Ability to re-order the 'Extra Data' boxes above below the other sections ie 'Quote', 'Operations' Add option to select existing Kompass names instead of having to type each time
1
3
Add 'Stage' Column to Active Project
The 'Phase' category is a helpful Project Management attribute to see where a project stands in general. A 'Stage' category with custom drop-down list options or even a limited blank-text field would be incredibly helpful to Field or Production Teams. Viewing the project list with a little more depth, without having to import project information to third-party trackers, such as Excel or the old pen and paper, would give users quick insight into inner project workings without having to be redundant with project info. Ideally, each Department (already defined) could create their list of available 'Stages' so that their projects only retain relevant options. Projects that involve multiple Departments could present an issue here. A simple solution would be to have a collapsible menu under a 'Department_Name' to keep the lists separate. 'Stage' ::Dept1 -Plodding -Planting ::Dept2 -Sewing -Reaping The completion of all 'Stage' categories could be used as a gate to move the project into the next 'Phase'.
0
5
Suspend project
Have the ability to suspend a project and then reopen once it's going ahead again
0
3
Multiple equipment selection when moving
Being able to select multiple items of equipment to move from person to person vs moving one at a time. Possibility to be able to create 'sets' of equipment that stay together - Controllers, Instruments, Accessories to make this task simpler
1
6
Link to Google calendar
It would be helpful to have the schedule linked to Google calendar so it is easily viewable on phones
1
6
Add "Amount Invoiced" to Project Page
Add the total of how much was invoiced for the project. This would give better understanding of the "status" of a project with a simple review.
1
9
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