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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)
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Add a reading role for the projects section.
Have the possibility to customize a role so that in the projects section you can only view projects but you cannot make edits.
1
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Proyectos
2
Parts or Work Orders with Repair Module with Spare Parts
This document includes materials that have been used for a repair or service. Stock will be deducted from the materials or spare parts used without having to assign a product to be manufactured or stored. This part can then be converted into a quote or sales invoice. Be able to have a document that you can customize with certain fields filled in by your employees and that the customer can sign.
48
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Proyectos
195
Improve project reporting
Currently the reports are tables, so you can export this information in other formats
0
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Proyectos
24
In analytics reports add more filters
In the entered hours report, you can filter by hours entered by project and card, category.
7
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Proyectos
42
Be able to view projects on a Gantt chart
To understand the workflow of work teams throughout the year and possible interferences between some projects and others.
27
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Proyectos
271
Be able to assign projects to documents in bulk
Being able to assign projects to documents in bulk instead of going document by document.
3
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Proyectos
20
Being able to freeze user billing rates on projects
It allows you to change the billing rates of users without affecting the hours and rates already entered.
1
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Proyectos
16
Be able to add documents to projects in% percentage, instead of per line
Be able to assign percentages, over the total of a document or per line, to different projects. Right now it's not possible to assign the same line to different projects.
0
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Proyectos
30
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 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
6
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Proyectos
38
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