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Changing Financial Summary Settings in bulk

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Erik Cole
Acclaimed Contributor.

Changing Financial Summary Settings in bulk

9.12

 

On the financial summary for proposals and assets when you click the Financial Summary Settings button you get three checkbox options:

- The asset tracks capital non-labor costs.
- Calculate the forecasted labor costs from the staffing profile
- Calculate the actual labor costs from time logged against the asset

By default these are never checked.Does anyone know...

 

(1) if we can modify the default so that they are always checked for new proposals/assets

 

(2)if we can change these settings by bulk somewhere in the back end because we had a lot of assets & proposals bulk loaded

1 REPLY
AlexSavencu
Acclaimed Contributor.

Re: Changing Financial Summary Settings in bulk

Hi,

We have created an Enhancement Request to HP for configuring the default settings for the Financial Summaries, I'll get back to you with the id.

Cheers
Alex

--remember to kudos people who helped solve your problem