Only Take Billable Time into Account for Project/Task Estimates Validation

  • 2
  • Problem
  • Updated 4 months ago
  • Acknowledged

We have the "Project/Task Estimates" validation enabled on our timesheets. The problem we find is that all hours, including non-billable hours, are validated in this rule. Ideally, we would only want the rule to validate against billable hours. So if we set an estimate of 100 hours for a task, and users bill 90 billable hours, and 30 non-billable hours, then the rule should not prevent users from entering the other 10 billable hours. We do not want to allow users to be able to capture more billable hours than estimated, but that only applies to billable hours - not non-billable hours. The reason for this is that we get a purchase order from clients with a set number of hours that we must not exceed - we put those hours as an estimate on the task, but then there are times when staff enter non-billable hours. This causes us to think that the full PO hours are used up earlier than they actually are. We then have to request new PO's from the customer, which causes confusion and extra admin. 

Similarly, the "view task progress bar" feature on the timesheet also combines all hours, including non-billable hours. It would be better for us if this progress bar only looked at billable hours.

Perhaps a new admin setting could be added to switch between the current way of doing it, or only taking billable hours into account?
Photo of Bann, David

Bann, David

  • 3 Posts
  • 2 Reply Likes

Posted 9 months ago

  • 2
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

  • 1597 Posts
  • 109 Reply Likes
Hi David,

We can have our customization team look into enhancing the validation rule. We will have our support team reach out to you 

Thanks,
Aashnee
Photo of JudgeMental

JudgeMental

  • 2 Posts
  • 0 Reply Likes
Was there ever a resolution to this request? In general, tracking projects in general, should be against billable hours only.
Photo of Wright, Meg

Wright, Meg

  • 2 Posts
  • 1 Reply Like
Hi - We too would only want to track billable time so that only billable time shows in the project task bar on the time sheet.  Any thoughts?
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

  • 1597 Posts
  • 109 Reply Likes
Hi All,

We can suggest a customization to an existing validation rule available for the current estimate calculation on the Widget timesheet. We may request you to please contact Replicon Support for a quick check and walk through on the same