Report on multiple project tags

Feature Request Under Consideration
1

Hi
Is it possible to report and filter on multiple project tags? ie. say a building project has build phases (groundwork, brickwork, roofing etc.) and resources ( labour, materials, plant) you may want to look at your brickwork labour costs for a certain project or your groundwork plant and material costs by a project or even total costs across all projects. Is it possible to tag costs by 1. Project, 2. Build Phase and 3. Resourcce and filter the report accordingly. This feature would make the project costing far more flexible. hope this makes sense

Thanks

2

Hi @MikeC

This isn’t something that has come up before that I’m aware of.

We’ll leave this topic open for other community members to comment on. We monitor the feature request threads on these forums for interest from the wider community before looking into it further.

Watch this space!

3

Ok I’m surprised others wouldn’t find it useful to report across multiple tags. It is one of the major features in Quickbooks, we use all the time.

Thanks

4

Is it possible to report and filter on multiple project tags? ie. say a building project has build phases (groundwork, brickwork, roofing etc.) and resources ( labour, materials, plant) you may want to look at your brickwork labour costs for a certain project or your groundwork plant and material costs by a project or even total costs across all projects. Is it possible to tag costs by 1. Project, 2. Build Phase and 3. Resource and filter the report accordingly. This feature would make the project costing far more flexible. hope this makes sense

Thanks

5

Hi @MikeC

You can add multiple project tags to an invoice (up to 5), but if I understand correctly, you’re looking more at drilling down on a project (e.g. all invoices by Tag1, then add invoices with both Tag1 and Tag2, and so on)?

6

Yes, I’m looking to report on certain combined tags i.e only report on tag1 & tag4 or only tag2 & tag3. Say I had a job called “smith extension” and I had various trades involved. I could currently create a tag called “smith extension” , one called brickwork, one called carpentry , one labour , one materials etc.
I would tag the purchase invoice smith extension, carpentry , materials. However, as they are all separate tags say carpentry would show across all jobs with carpentry. I would like to be able to filter/drill down just on smith extension carpentry materials or labour or what ever
I hope this makes sense.

7

Thanks for clarifying @MikeC. This isn’t something that’s supported at the moment, but we’ll certainly keep this in mind for future development.

We’ll keep this thread open for others to add their comments, but we’ll keep you posted if anything changes.

8

Great thank you
I just think it would be a very useful and flexible addition to the project system across all industries

1 Like
9

I would like this functionality; it would help in creating summaries by client of their prepaid hours balance.

It seems this feature request has a duplicate at Report on multiple project tags ; that one has 2 votes on but this one is “Under consideration”

Could they be merged so votes aren’t diluted? I would like to vote for this functionality but not sure which feature request it is best to vote on.