Filter function between project overview, contract overview
Arne Semmler
Hello Tepe, Janina, the filters for project and contract lists must be viewed completely separately, as projects and contracts also have different fields. In the contract list, you can create and save filters in the same way. However, these are not applicable to projects and vice versa.
T
Tepe, Janina
Arne Semmler Switching from project list to contract list doesn't work for us - sometimes filters are preset or “everything” is displayed. The contract overview also lacked the filter functions “internal office fields” and project manager
Arne Semmler
Tepe, Janina Office-internal fields do not exist at contract level - that is the reason why they are not available in the contract list - this also applies to a number of other properties such as project manager, assigned MA, etc. Therefore, this is not a technical bug, but a desire to either establish further fields at contract level or, alternatively, to mirror further properties from the project level to the contract level. For this reason, this cannot be solved ad hoc. However, we are happy to include this as two possible suggestions in the feature requests.
T
Tepe, Janina
Arne Semmler Then correct the project list so that only active contracts are calculated when this is clicked on. The function, show archived or show active ones therefore makes sense
T
Tepe, Janina
Arne Semmler So the contract list doesn't help us
Arne Semmler
Tepe, Janina: We currently assume that we will (re) merge project and contract lists in the future. To do this, additional filter and view functions would first have to be built into the project list. A final decision has not yet been made, but deliberations are ongoing.