retainer hour tracking against Portfolio

[Civison]

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?

[NathanJo1 · Accepted solution]

Hi @Civison,

There are several potential solutions to your problem. Before I get into them, I recommend you work with our consulting team, as there may be supplemental information that requires a different solution.

The most straightforward solution would be to use Fusion to automate this process. If you have access to Fusion, you can create automated workflows that can update fields based on certain triggers, such as onboarding a new freelancer. 

There may be a way to do this with a calculated field, but our calculated fields don't allow you to reference collections, so making this calculation work on the Portfolio level may not be possible. Our consulting team could help you explore this option further.

These steps may help you create a combination chart to report on this data. 

1. Create a Report: Start by creating a report in Workfront. Go to the Reports section and click on "New Report." Select the appropriate object (e.g., Project)

2. Add Columns: In the Columns (View) tab, add the columns you need, such as "Planned Hours" and "Actual Hours." Summarize these columns by "Sum".

3. Group and Filter: In the Groupings tab, set the report to group by the relevant field (e.g., Portfolio Name). In the Filters tab, add any necessary filters to narrow down the data.

4. Add a Chart: Go to the Chart tab and select the chart type you want to use (e.g., Column chart). Customize the chart to display the planned vs. actual hours.

5. Save the Report: Save the report with a meaningful name, such as "Retainer Hours vs. Hours Burned".

Please let me know if you have any questions.

Thanks,
Nathan

[kautuk_sahni]

@Civison Just checking in — were you able to resolve your issue?
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