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How do I add a custom field to a project that automatically displays the quote transaction amount?

edited Apr 7, 2020 4:38PM in Ask A Guru 3 comments

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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