There are times when a contract gets set up before all the details are completely clear. Sometimes there is a need to delete categories so that transactions cannot be posted against a line that does not have a budget amount. Add the ability to delete a category that has no transactions against it from a project that is set to open. Currently, you can only delete if the project is estimate and you cannot change a project to estimate if other categories have transactions.
An alternative would be to provide the ability to make a category inactive or "closed to costs" so that transactions cannot be posted to it in error.
by: Debbie G. | over a year ago | Operations Management
Comments
Allow all project lines to be closed separately, down to the Resource level.