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LEAP Session Q&A TECHNICAL: Internal Cross Charging and Revenue Forecasting in Workfront

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Internal Cross Charging and Revenue Forecasting in Workfront

Rafael Renovato, Laurel Pearson, Cory Anderson

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We hope you got some benefit from our session on Internal Cross Charging and Forecasting! If you didn't get a chance to watch it yet you can view it here: https://event.on24.com/wcc/r/2425480/A42EA8CD14646493AD27ECEF8A55B109

We are happy to answer your questions about it! Post it here and we'll be in touch!

@Rafael Renovato‚ @Laurel Pearson‚ @Cory Anderson‚

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Community Advisor

Great presentation, Rafael, Laurel, and Cory!

Congratulations on the success of your refined process, and thank you for sharing how our Auto-Bill and UberCalc solutions have automated and accellerated it.

One other benefit i would add about billing records is that in addition to "locking in" the latest hours and costs (and protecting them from modification and deletion), it also then makes it possible to adjust Rates (e.g. for annual price changes, etc.) without fear of affecting that historic information.

All the best, and thanks again!

Regards,

Doug