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At Holded, we evolve with you, with your business. So we would like to know what you think we can improve on to make your life easier.
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CRM (76)
Team (59)
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Customer portal (11)
Be able to download the list of billing documents from the project
Be able to download the list of billing documents from the project. Right now it is possible to do this by downloading the excel of documents and filtering by the project column. Or by adding a tag with the name of the projects to the documents and then to the list of documents filtering by the tag and downloading there
5
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Proyectos
33
Being able to add payroll to project billing
To be able to add part or all of the payroll to projects just as other documents can be added to be able to charge labor costs in a way other than the attribution of time records
71
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Proyectos
369
Be able to assign projects to documents in bulk
Being able to assign projects to documents in bulk instead of going document by document.
2
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Proyectos
17
Be able to set alarms/warnings when the hours recorded in a project exceed the budgeted hours
Be able to indicate an alarm or notification when a member of a project or a group of members of a project exceeds the expected hours (cost) in a project.
1
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Proyectos
60
As an administrator view all projects
As an account owner or administrator, I must be able to see all projects. I currently have to be an administrator of each project, making it tedious to invite myself to each project.
3
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Proyectos
23
Be able to filter the packing slip list by “project”.
In addition to associating delivery notes to projects (which have already been improved on this subject), it allows you to view, sort and filter from the packing slip list itself by this field.
1
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Proyectos
6
Report of imputed hours vs. expected hours in a project
We currently don't have a forecast report per user, either for cost or time vs. the hours allocated to that user's project.
2
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Proyectos
39
Total hours per project widget
The total number of hours is currently indicated in the analysis report of hours by project. It would be interesting if this data were collected within each of the projects in the project section when you click on one of them and look at the summary of this
0
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Proyectos
40
Being able to create custom fields in projects
This way, these fields would appear as columns in the project list to provide useful information to your members.
1
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Proyectos
29
Be able to show project tasks on the calendar
When creating a task, you can indicate that it links to the calendar section. Since the calendar has a box where you can see the tasks you are assigned, this way you have a calendar synchronized with all the events and tasks you have to perform.
26
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Proyectos
272
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