Script Search
Fixed Fee Revenue Split By User
Get reportable revenue by user. Splits revenue across the users contributing to the revenue earning based on approved timesheet hours.
Budget Hours From Budget Transactions
Keep both money budgets and budget hours fields in sync for budget transactions.
Project Task Creation Automation
Provide users with limited task edit/create capability to create tasks based on entry of task names in defined task name custom fields on the project properties form.
Timesheet And Expense Batch Deletion
This record deletion script supports a one-time cleanup of designated expense reports and/or timesheets that have a deletion indicator set.
Expense Report Receipt Date Range Validation
Have a need to mix both open period expense reports and time period expense reports for receipt validations?
Total Approved Expenses Incurred To Date
This script supplies yet one more key field for display in the list view which is the total approved expenses incurred to date.
Project Closure And Reopen Automation
When a project is closed, all tasks and rules associated with the project are closed and inactivated. If the project is moved out of the closed stage, the script reopens all tasks and activates all rules on the project automatically.
Automated Estimate-At-Completion And Percent Complete
With this script, a PM can update a single Estimate-to-Complete hours field that is used in a calculation to populate an Estimate-at-Completion value and accurate % complete.
Notify PMs When Time Off Requested
Keep your PMs informed of vacation and holiday requests with notifications.
Task Non-billable Control By Task Type
Track billable status using the "task type" field? This script will synchronize that field with the task's non-billable checkbox and ensure you don't miss charges for a billable task.
Actual Completion Date For Projects
This scheduled script runs periodically to set an actual completion date on any project moved to a designated project stage representing the project is complete.
Project Closure Automation
Quickly close or deactivate all project entities. Save project admin time and prevent missed steps to manually close and deactivate entities associated with the project.
Meal Charge Time Period Cap
Have a daily or weekly meal cap to manage on your projects? This script supports a 'time period cap' feature for expense billing.
Create Charge From Vendor PO
To ensure vendor costs are rebilled, this script automatically creates an invoice charge against the defined project in the purchase item
Set Task Custom Field From Project Custom Field
This script supports a 'copy from' function to set a task custom field.
Project Stage Audit Trail
Provides a custom field view from the project properties form capturing the stage changes for the project. You can quickly see the path of the project from creation to closure!
Schedule Report Contact Creation Automation
Have a need to automatically email a report to someone that is not able or does not have permissions to run report themselves directly?
Project Properties Worked Hours Field Visibility
Provides ability for worked hours to be passed to other systems such as a CRM for Account Manager visibility.
1
2
