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How do I add a custom field to a project that automatically displays the quote transaction amount?
How do I add a custom field to a project that automatically displays the quote transaction amount?
We are a cash flow business and I need to generate analytics to show monthly projections. I think this custom field would allow me to populate that criteria.
Or if there is another solution to solve the analytics, I am open to ideas. Here is the problem I am trying to solve:
1. Filter Projects by Estimated End Date
2. Show the Project value (Quote transaction amount)
When running a Workbook, with the Project criteria, there is no current way to show both these variables at the same time. I'm hoping this field solves this.
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