Is there a way I can run the PL report or Job cost report for each specific PM by their name instead of job #?
Is there a way I can run the PL report or Job cost report for each specific PM by their name instead of job #?
Hi Katy,
The existing report design would have to be modified to do this. If you are interested in having this done, you can send me an email at [email protected]
You can add a condition to the report, but your PM name has to be typed exactly as it is in the Job Setup.
Since the sorts are the hardest part, I would suggest the job cost summary (by PM using the drop down) as a base to work with. It uses the "Project Manager" from the General Screen on Job Setup. It does not have the P&L fields but you can add those fields from the job record to the header of each job. Just a thought. Good Luck!
*Community Hub is the new name for Sage City