Feature Requests

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Plan Tasks Only Visible in Applicable Month

Plan tasks and budgets now are very limited on the functionality. Currently if you have a plan task regardless if it's dependent on another task or not, shows up when you enter time on a project. For instance you have a Fixed fee project where I get $1000 a month for Project ABC; I want to set up plans for each month for that $1000 to track profitability. While I can do this - EVERY plan task regardless if it's within the specific time period or not shows up in the time entry screen essentially showing all months confusing our team and adding clutter.

In theory a plan task should only be applicable and viewable in the time entry screen during that specific time period. Meaning you shouldn't see November plan task or allocate time towards that unless you're in that month.

  • Michael Husted
  • Oct 21 2021
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