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Add PM filter to Job Billing Dashboard in Financial Controls

Add a filter for Project Manager in Job Billing Dashboard on Financial Controls

  • Guest
  • Oct 16 2020
Company Speedwell Construction
Job Title / Role Accountant
I need it... 1 month
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  • Guest commented
    October 29, 2020 20:01

    Yes we would like it so the PM only sees there job billings in the billing dashboard. We do not currently use the data security.

  • Admin
    Mark Cadman commented
    October 19, 2020 15:35

    Hi Justin,

    Is this so your PM's can easily filter to the Progress Bills for their jobs? Are you currently using job or contract data security in the web portal?

    Thanks!

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