Sage 50 UKI Ideas Portal

Improvements for Projects module

Hi All,
There are few things missing from the Projects module in Sage 50 that would make it much easier/better to work with.

Some of these I'd consider only minor items as they already exist in other areas.

1) Cost Codes Search/Filter
When choosing a Project on another module like entering a PO - there is an option to search/filter Project Ref but this is not available when selecting a Cost Code


2) Cost Code Sort on Budgets screen
When viewing the Cost Codes on the Project >> Budgets Screen - there are two issues
a) they are sorted in random order, not alphabetically nor numerically nor by Cost Code Type
b) it is not possible to sort this screen - this would be a big help to be able to sort 


3) Project - Import Budgets

Please add the option to import budgets against Project Cost Codes - this is a huge task from.
For example if you have 1 project with 10 Sub Projects and then you have approx. 30 Cost Codes
That's 300 budget values that have to be entered manually, in addition to sort issue above this is extremely time consuming
An additional note is that it is not possible to develop anything around this as the Projects Cost Code Budgets are Read-Only in the SDK.


4) Apportion Costs

A really "nice to have" feature for the wish list.
Scenarios exist where a Projects structure is made up of multiple other sub-Projects and the costs are often spread over phases of a Project.
Would be great to have the facility that if costs are posted against the parent Project that they can be apportioned to all Sub-Projects related in the structure - either by way of a percentage breakdown or evenly spread based on number of Sub-Projects.

Thanks
Paul

  • Guest
  • Jul 2 2023