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Good/Bad/Ugly? - Advanced Job (Project) Tracking Module

edited Nov 22, 2019 10:33AM in CRM 15 comments

Looking for feedback from those who've implemented this module.

We've been on NS since ’04. We have a Professional Services business unit, so we’ve been looking forward to this feature for some time. However, we had issues when we attempted to turn the module on 2 weeks ago.  Has anyone else seen these same/similar results:

- Each of our Saved Searches and Reports which had Customer : Job as a Filter criteria were “broken” after AJT was turned on. (no workaround available).  It appears we’d have to Edit/Correct dozens, maybe several hundred, Searches/Reports which pull Customer : Job criteria. 

- AJT does not appear to provide "Actual" project profitability...it provides "estimated" project profitability, which is based on your budgeted hours, not your actual hours, on a project.  This was the big feature we had been waiting for...are we missing something?

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