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Mitsu Orozco
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Yitz Shaffer
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Dean Valencic
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Cyan Dove
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Mark Parisek
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Alex Karoussos
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Seth Gatewood
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Chad Crawford
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Leigh-Ann Boland
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Editing adjustments inside of the quote vs reports
under review
L
Leigh-Ann Boland
January 21, 2019
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C
Chad Crawford
I see adjustments only being used for product and labor at the proposal summary level...as you already have it. BUT we need the ability to add multiple adjustments that show separately in the summary section. We need to have the ability to add things like Project Management/Design but also add a percentage discount...
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February 12, 2019
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Hunter - D-Tools Cloud PM
marked this post as
under review
Hello everyone and thank you for voting! We are working to improve our adjustment tools and I would love to hear more about where you would like to apply you adjustments? For example, would you like to apply an adjustment at the location or system level? Is this something you would like to see at the item level? Thank you!
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February 11, 2019
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C
Cyan Dove
@Hunter - D-Tools Cloud PM: I need to add multiple positive adjustments versus just adjustment discounts. For example, I'd like to have a percentage adjustment for a hardware budget that is taxed and also have a fixed dollar adjustment for shipping that is not taxed.
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March 26, 2019
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