March Update - New Company Field Enhancements

March 19, 2020

(Release date: Mar 14,  2020)


Company Enhancements

Need to assign a record to a company? With the new company field enhancements, you can now quickly pick it from the drop-down list. 

If you have a long list of companies, click the lookup button and use the search functionality to find your company.

Project companies have at least one contact with access to the project. To see the full list of companies, you can turn off the Project Companies switch.

Project companies have at least one contact with access to the project. To see the full list of companies, you can turn off the Project Companies switch.

If the company is not on the list, simply create a company record on the spot.

Budget and Cost Management dashboard widgets

To further enhance the recently released BCM dashboard widgets, you can now change the summary value displayed on the widget. This is available if you have more than one summary value available.

For more information, please see the online help section in ProjectSight.

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