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Categories Plan
Created by Guest
Created on Apr 24, 2024

List view incl budget and financials

Hi, in order to get an overview of campaigns that has a budget and be able to follow-up we are asking to include some columns in the list view. See attached.

  • Guest
    Reply
    |
    Nov 14, 2024

    Financial fields should be either:

    • Platform fields (e.g. Campaign budget, Task budget)

    • Custom fields (e.g. Vendor) and managed via the Fields module

    Financial data should be summarised and available in the Plan module per Campaign and per Task

    • Total planned amount

    • Total Invoices

    • Total Payments