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?