It is hard to explain exactly what we are trying to do and keep it somewhat short. Either way, Iâll give it my best shot.
We would like to pull a report up that shows all âhourly rateâ hours that a consultant has worked in a month, and also pull up hours that a consultant has done for project rate projects in which can only be billed by consultant to us and to us to the client once the project has been completed.
We are having difficulties in figuring a way to make this work. One issue is that while we want people to track their time, we donât want to pay for project rate projects until the project is complete.
I have figured I can filter out the times by âwork typesâ in the summary report. If I can have a report that pulls up times based on âwork typesâ plus the status of the task, I can then pull times that are for project rate tasks that have been closed.
So my questions are:
1. Can you pull a report where you cross reference the work type with a task status?
2. Is there a better way to manage hourly rate projects and project rates? (Please note that our projects rate projects are still based on an hourly formula. The only difference is that we donât pay our consultants until the project is finished. This is to ensure that the project is indeed finished since they usually have more moving parts than an hourly maintenance project.)
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