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[Smart Views] Receivables + Total❓
Joshua Velásquez 3 years ago
in Home Portal / Smart Projects
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updated by Bartosz Gumuła (XTRF Solution Architect) 3 years ago •
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Hey community,
I'd like to know how can I possibly create a smart view that has the following:
- Receivables column
- Project name column
- Contact person column
- Total agreed column (receivable-based)
Points 2 and 3 are easy, but there's no such a column for receivables (job types from client price profile) or the possibility to show total agreed amounts based on the receivable shown, not the sum of all of them per project.
I tried to do this under the Projects > Jobs tab, but filters will only work for vendor job types.
Do you have any ideas on how I can achieve something like what I describe above?
Thank you for your support,
Joshua
Customer support service by UserEcho
Dear Josh,
Sorry for the late reply,
Would you mind expanding on what you had in mind while writing number 1? The list of all receivables from the project? Or has it summed up receivables per job type? This is something that most likely cannot be done out of the box, which means that you would need to contact an account manager with the exact need, and he/she will be more than happy to help you with this.
2-3-4 should be quickly done in the general Project module