Please add Billing Rate Amount field to Custom Columns within Project Team Assignment Template

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  • Problem
  • Updated 3 years ago
  • Acknowledged
  • (Edited)
It would be beneficial to be able multiply that field value by the Allocation Hours field to estimate revenue.
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Kevin McMorrow

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Posted 3 years ago

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Lingaraj Dharwad, Product Champion

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Hi Kevin,

Thank you for posting your idea.

Our PM team will review the same.

Thanks,
Lingaraj
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Lingaraj Dharwad, Product Champion

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Hi Kevin,

Please provide us the report template name for which you're requesting this for. If possible, please provide us details or any work around you are using to achieve this. 

Thanks,
Lingaraj
(Edited)
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Kevin McMorrow

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The report name is Project Allocation Report.  It was created by one of your report specialists.  He was equally surprised the field was unavailable.  The only work around is to export the report data into Excel and calculate within.


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Lingaraj Dharwad, Product Champion

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Hi Kevin,

Request you also click on  next to run report, reply with the name of the template it is based on. 

Refer to the screenshot below:

 

Thanks,
Lingaraj
(Edited)
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Kevin McMorrow

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The template name is Project Team Assignment Template.  As mentioned, it was created for me by a Replicon reports specialist last week.  He can provide add'l information if needed.

Thanks, K

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Lingaraj Dharwad, Product Champion

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Thank you for that update Kevin. Our PM team will review the same.
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Carolyn

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This reply was created from a merged topic originally titled Customize formula in report settings (add Hourly Billing Rate Amount as a formula....

We need to be able to customize a report. I want to add the following formula to my report : Allocated hours X Hourly Billing Rate Amount = TOTAL. Please add 'Hourly Billing Rate Amount' to the list of items that can be added into a customized formula. Currently our report uses the following formula 'Billing Rate Name' x 'Allocated Hours' = TOTAL.
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Lingaraj Dharwad, Product Champion

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Hi Kevin,

We have escalated this issue to the engineering team for further resolution. I have sent you an email with the case number.

Thanks,
Lingaraj