We would like the project managers to be able to see a list of projects assigned to them. Right now they have to filter Expenses or Bills by project separately. We would like to have them be able to view on Projects Tab their projects and click on one to see all transactions coded against their projects.
Hi Stuart - We recently launched this functionality within Ramp for Construction. We have a new Projects hub that organizes your project spend. I’d like to walk through a live demo, if you’re up for it. Please send me a note at [email protected] and we can find time!
We really need a specific Permission to allow Project Managers access to their Projects in the Project hub. The work arounds are far too problematic - such as giving View-only admin permissions, because that means they can view things we do not want them to. Other options require a lot of filtering and do not include Bills and Card transactions in one ocation.
As it is, the totals on the Project page are not correct - one project shows total spend $17K, but the total of Bills on the project is in nearly $19K plus another $3K in credit card charges - so total spend is over $22K