We would like to see the ability to create billing records with $0
amounts / actual revenue for any R&D projects we complete.At the moment,
it let's you override by using company billing rates, however, since
user billing rates still apply when adding hours to billing records,
this defeats the purpo...
Currently, there is no detail view for billing record custom forms. It
is only available in edit mode. This has some blocking results:If the
billing record is set to "Billed" there is no way to see the custom
form/fieldsIt is not possible to give users a "View" permission on
sections of the custom f...
Maybe I can't find this in current environment, but being able to export
a billing record as single combined artifact (PDF) would be very helpful
for us to provide back to a stakeholder.We are utilizing reports today
to help compile billing records across multiple projects, et al, but a
Workfront should allow aggregations on calculated fields in a report (or
any other column in a list view). For example, right now, if three
people are assigned to a task, you can aggregate the cost of their labor
based on their role cost per hour or user cost per hour. But in many
consulting firms, ...
As an enterprise company processing hundreds of projects with rates tied
to them, I would like to have a central place to log multiple time-boxed
or time sensitive rates available at the company or user level, not just
the project level that we currently have. (The multiple rate
functionality we cur...