Create Budget, Requisition Periods, Approved Vendors at the Portfolio Level
planned
g
glane@echorealty.com
I would like to see a master vendor list, requisition periods, and budget at the portfolio level to manage it in one space. Then have the ability to apply or associate from the portfolio level to the specific project. We use a lot of the same repeat vendors currently, and having to approve each vendor for each project is not efficient. I would argue the same for creating the budget categorizations with GL mapping and Requisition periods.
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C
Camille Atere-Roberts
updated the status to
planned
Thank you for adding your voice to this request! An overhaul of the vendor experience that includes this functionality is on our roadmap (and actively being engineered). I don't have a timeline for release at the moment but it will likely happen in Q3 or Q4.