Expand my Community achievements bar.

The Community Ideas review for H1 2025 is out now, see which ideas our Product team prioritized and let us know your thoughts.
SOLVED

Ability for Fusion to Automate tracking of Retainer hours

Avatar

Level 2

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?

1 Accepted Solution

Avatar

Correct answer by
Employee

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-....

 

Thank you,

Nathan

View solution in original post

1 Reply

Avatar

Correct answer by
Employee

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-....

 

Thank you,

Nathan