The following new functions are available to use in Clarizen Configurations:
- GetCurrencyType - Takes a currency field of any item and returns the currency type (examples: “USD”, ”JPY”, “CAD”, “EUR”)
- GetBillingRate - Gives you the Billing Rate for a particular Job Title, User, or Assigned Resource on a particular date
- GetCostRate - Gives you the Cost Rate for a particular Job Title, User, or Assigned Resource on a particular date
How it Works
Example GetBillingRate Implementation
Create an Organization Custom Action “Quick Quote” to generate a high-level price for the type of resource needed (where type of Resource is represented by Job Title).
See more details here