Salesforce

Project Dashboard and Reports

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Overview

Rootstock provides a Project Dashboard and a set of reports that give you visibility into key project information. 

Dashboards
  • Project Dashboard
Reports
  • Open Sales Orders with Projects
  • Open Purchase Orders with Projects
  • Project Costs by Type
  • Products Shipped by Project
  • On Hand Inventory by Project
  • Uploaded Project Costs
  • Project Backlog
  • Project Work Order Status
Report Types
  • Projects with SOINV and SOINV Lines
  • Projects with Indirect Cost Upload
  • Projects with Inventory
  • Projects with SOHDR and SOLINES and Shipments

 
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Project Dashboard and Reports
Project-Dashboard-and-Reports
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