Description:
Option at the Project Level under Project Details for the Task and Issues Revenue and Cost Type.
Currently this option is under the Main Setup, Task and Issues Preferences.
Why is this feature important:
If you have the Revenue Type in the Set Up selected to be User Hourly and you have a Client/Account using a Rate Card, when you add an ad hoc task, the task will be entered as Revenue Type User Hourly.
The Project Manager would need to manually update the Task Revenue Type to Role Hourly, which they may forget to do.
This would cause the Actual Revenue to be incorrect
We do use templates. However, there are always ad hoc tasks that need to be entered.
Current Behavior:
Task and Issue Preference is at the Main Menu Setup.
Ad hoc tasks will be whatever Revenue and Cost Type is selected at the Main Menu Setup.
Templates can be used, however if there are ad hoc tasks they will always have the Task and Issue Preference selected at the Main Menu Setup.
