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Acknowledge that not everyone can use the built-in financial fields

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Level 10

4/5/18

Currently it seems that those companies who are not able to use the built-in financial fields are put at a disadvantage in the system.

For example, we can't use the single "Budget" field because everything is split between Capex/Opex, so we instead have custom fields called "Capex Budget" and "Opex Budget", which both get summed in our field "Total Budget".

The fact that we use exclusively our custom fields for budgets should literally mean nothing more than "we leave the system budget field blank" -- but there are parts of the interface where this empty field causes misleading information to be shown to users, e.g.:

  • the portfolio header (Net Value etc.)

  • blank budgets in the resource planner...

  • ...and in the utilization reports:

Ideally we would be able to tell Workfront, for example, "Hey we don't use the built-in budget field, but where a built-in report/header is looking for it, use our Total Budget field instead" - this would mean that e.g. the portfolio header information would be accurate. We actually want to use those fields/reports, not just for example hide them! :)