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Portfolio-level groupings/charts needed for hour reports

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Level 2

11/6/24

Description - We have a reporting requirement from our VP that requires us to weigh actual project hours against portfolio 'allotments'. 

Why is this feature important to you - Without being able to set a range for the actual hours, the project report comparison is not accurate.  We need accurate data to report to our VP so that we can charge back the business lines that overuse our resources

How would you like the feature to work - The screenshot is from our project report and this is what we need in an hour report.  

Current Behaviour - The issue we are running into is that a project report gives us the groupings by portfolios we need, but the actual hours cannot be added as a filter or range.  We would need to run an hour report for this feature.  As such, we opened a ticket and worked with a wonderful Support person name Kristina Smith, who was able to give us the text mode syntax to add the portfolio level data into an hour report, but we were unable to group by it and we are back to square one.  She suggested I submit a feature request here.

1 Comment

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Community Advisor

11/7/24

 

Hi @KatColbourn,

 

Given my Finance background, these types of challenges are among my favorite to noodle over, so I invite you to have your VP consider:

 

 

If your VP thinks it might be a fit for their requirement, I'd be happy to chat further via doug.denhoed@atappstore.com

 

Regards,

Doug