Hello,
I am trying to get our users started on handling Revenue in Projeqtor activities - you guys have done a terrific job with that, and this will be a great step forward !
There are two questions / issues I see in the link between a Customer Order and the Activities associated.
1) I would expect that once I've received a Customer Order, I initialize the corresponding Activities in my planning, so that the team can start work.
I am surprised that I have to wait until the work is completed before attaching the Order to my Activity : if I do add the reference to Order, then the work appears as 'done' , even if the Activity is still "in progress".
Is there a better way of doing things ?
How do you consolidate work ordered by the customer compared to the Activities in the planning, if you don't add this link at Activity creation ?
2) To work around this, I tried anticipating the Planning phase : I create an Activity which I can plan based on technical inputs, and I'll assign resources and work based on the estimations.
Once the work corresponding to a Work Unit is completed, I add the link to the Customer Order in the Activity's Revenue section.
Now the Customer Order shows the "done" amount as expected.
However in the Activity, the assigned work is automatically updated (and also "left work") to match the completed work. But I've now lost the revised left work that the team had saved.
Ideas :
a) For item (1), perhaps it would be more relevant to only mark an amount as "done" in the Customer Order once the linked Activity is set to "done".
b) For (2), it makes sense I think that 'validated work' is updated on an Activity based on the linked Order. But automatically modifying the Assigned and Left Work seems counter-intuitive to me. Could this behaviour be controlled by a Global Parameter ?
Again, great job on continuing to improve this tool !!
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