Hello! I am trying to find a way to accurately calculate the real time remaining retainer amount of a portfolio. Our issue is that only certain job roles count against this retainer. These include PMs, Creative strategists and Strategists. I've created a custom retainer field and attached it to the portfolio object. Now I'm trying to figure out how to do the math in a column of an hours report. So far, this hours report filters for these specific job roles and is leveraging the Sum feature of groupings. Now I need to find a way to call upon the overall Actual Cost sum of all of these hours and subtract them from the Portfolio Retainer amount, which I've managed to surface using text mode. Is there any way this could be possible?
Thank you!
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Hi Christine,
With the current reporting, I believe the "and subtract them" part will be out of reach, so instead, invite you to consider:
Regards,
Doug
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