Ability for Fusion to Automate tracking of Retainer hours | Community
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January 25, 2025
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Ability for Fusion to Automate tracking of Retainer hours

  • January 25, 2025
  • 1 reply
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I'm wondering if anyone has any suggestions on how to track retainer hours that are specific to user role that is assigned to a specific Portfolio.

Right now this is a manual process 
We have a custom field on a Portfiolio that we manually adjust based on the addition of new Freelancers

 

Ideally what we would want is – if we onboard a new freelance – say 200 hours – this would automatically update the specific Retainer based on the Portfolio the Freelancer is being assigned – to reflect the additional hours.

 

3 - Followup to this – is there a way to create a report:

Is there a way to automate tracking a business line’s retainer hours, and then create a combination chart to show against hours burned?

Best answer by NathanJo1

Hi @civison ,

 

It looks like this is a duplicate question. Please refer to the response on https://experienceleaguecommunities.adobe.com/t5/workfront-questions/retainer-hour-tracking-against-portfolio/td-p/732723.

 

Thank you,

Nathan

1 reply

NathanJo1
Adobe Employee
NathanJo1Adobe EmployeeAccepted solution
Adobe Employee
February 4, 2025

Hi @civison ,

 

It looks like this is a duplicate question. Please refer to the response on https://experienceleaguecommunities.adobe.com/t5/workfront-questions/retainer-hour-tracking-against-portfolio/td-p/732723.

 

Thank you,

Nathan