Planning revision

Andrew Jones

• August 28, 2020 22:47

The jobs planning is very convenient because you can set parameters (such as Urgent due today) and save the search. Can you do the same for projects and orders? In addition, make one planning page where you can select order, project, job.

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  Project Managers

  • September 07, 2020 23:28

  Hi Andrew,

  Are you referring to the Jobs dashboard (page with column view)? If that's the case, yes, you can do the same for the projects and orders dashboards. You can customize the columns displayed and add custom fields if needed. You can also combine different filters and save searches.

  Here are links to the documentation that will provide more details:

  Search tool in system dashboards

  Customize columns

  As per the second part of your message, there is no dashboard that allows to combine the three at the moment.

  Kind regards,
  Andrea

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  Andrew Jones

  • September 08, 2020 15:16

  I'm referring to Jobs planning. For jobs planning, you can set filters for common searches. I need to do the same for orders and projects.

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  Andrew Jones

  • September 08, 2020 23:20

  I see the Save search field in Projects and Orders. I will try to find a way to customize them. I still think it would be nice if there was a consolidated search page for all three.

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