Sage Fixed Assets Ideas Portal

Consolidating Reporting - Project Listing Summary ACTIVE Projects ONLY

It would be really helpful if there was a way to only include �Active� projects on the report. Maybe that is an option that can be added to the Dialog Box that comes up? Ideally, we would run the report and print the report for reconciliation and right now we have to physically uncheck each project with a status of �inactive� so that they don't show up on the report.

This will get very difficult as the project list grows, as it's unrealistic to remember which projects are active and which are inactive. One idea would be to include the project status in the dialog box that comes up when you select the projects you want to include in the report, so you can easily see what�s active and inactive.

PROCESS: Once a Project is Completed and �sent� to FAS, we will be �Inactivating� the Project in FA Planning.
PROPOSED RESOLUTION: A �check box� that would allow the ability to select �Active Projects�.
CON/RISK: Additional manual work is involved � getting the user back into the spreadsheet for reconciliation.
CURRENT WORKAROUND: run the report, then export to Excel. However, this required some spreadsheet manipulation as the reports do not export in a great format.

  • Guest
  • Nov 18 2019
  • Great Idea Currently In The Works