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Ability to do a mass recalculate financials for multiple projects

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LeeLowe
Level 3

5/24/17

Anytime an unexpected change occurs, you have to manually Recalculate Financials in order to pull accurate Actual Hours and Costs on a project. An unexpected change could be something as small as someone logging 5 hours to a task and save...realize they meant to put 7 hours and go in and change it.

We pull Actual Costs and Hours from the projects on a regular basis, sometimes even weekly. So we have to manually "Recalculate Financials" one at a time for all the projects.

It would be great if in the project view, I could select multiple projects (perhaps even a program) and "Recalculate Financials" for all the projects at one time.

If it could be set to automatically occur, say once a week....even better.

4 Comments

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Kelly_Wehrmann
Level 10

10/10/18

I have had a defect open with Workfront Support since April 2014 related to the Actual Hours on the Project Overview tab, not matching the Actual Hours on the Hours tab for that same project. The only fix was to Recalculate Finance to get them back in balance. It would be nice if it was automatic, period. As least from my standpoint to maintain the integrity of the hours in both locations.

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SuzyPa
Level 2

9/20/19

Workfront must not consider this a defect - REALLY - if it isn't going to work, take it off the project details page. 5 years -that's not good.

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Heather_Kulbacki
Community Advisor

2/12/20

I've found I can bulk edit projects from a report. The checkbox for "Recalculate Costs And Revenues" recalculates Actual hours and costs. BUT we also use our report regularly and I'd like the actual hours to be accurate any time anyone happens to go into the report and not rely on someone bulk editing the entire report each time it's opened.


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