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Forecasting the amount of project billable work per month

I use Data objects to store the amount of work and revenue completed on each project per month. I also use them to store the monthly forecast for each project.

 

For the forecast I use the following function

GetAssignedProjectWorkForGivenPeriod(TargetObject,$SourceObject,PeriodStartDate,PeriodEndDate,'PlannedWork')

Where

   TargetObject is each Resource working on the project

   SourceObject is a link to the Project

   PeriodStartDate is the first day of the month

   PeriodEndDate is the last day of the month

I have added a screenshot to show how I cycle through each resource working on the project.

This works OK, but it sums up the time for every task. What I need to do is to only sum up the tasks which are billable. These can be identified where the task field Billable = True.

I've tried all kinds of things, but I can't work out how to achieve this. Do any of the gurus have any ideas on how to achieve this?

Thanks

 

Andrew Miller Answered

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Hello Andrew,

Let me try to help you.

From the screenshot, ForecactBillableWork is computed from a loop on the resources of a task, but that's not what you describe "it sums up the time for every task". It seems to update the value for a specific task.

Could you post the entire workflow, if that's not confidential? That would help me to understand what you really do, VS. what you're trying to do.

I would use the either "Filter Related Items" option, or Conditional Action List, depending on your workflow.

Armand

Armand BOLMONT 1 vote
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Can you add a condition in the Filter Related Items that will run on SourceObject.Billable = TRUE ?

David Goulden 0 votes
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SourceObject in my case is the Project, so if I did that I would be filtering on the Billable field in the Project. Some of our projects have a mixture of Billable and Non-Billable tasks. I want to only include the forecast work on Billable tasks, so I need to filter on the Billable field in the Task, but I can't work out how to do that.

Another approach I was trying was to link to the Tasks, e.g. $SourceObject.Tasks. I can then filter on the Billable field in the task. I can then use the GetTaskAssignmentForGivenPeriod function to calculate the amount of work for that Task per month. However, this function requires a user (see screenshot below). I can't seem to get access to the Task Resources, but even if I could, if there were multiple resources, it would probably throw an error.

 

Andrew Miller 0 votes
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GetAssignedProjectWorkForPeriod does not look at Billable or not, it's only looking at assigned work. 

If you're using timesheets to capture actuals, have you looked at moving to Financial Planning which does all of these calculations for you as standard?

David Goulden 0 votes
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Thanks, I do use those for recording actuals based on timesheets.

However, this is looking at the forecast, i.e. the amount of billable work that is expected on a project month by month. I'm basically trying to reproduce the Project Resource Load report, with a filter on the Task.Billable field (see attached screenshot)

Andrew Miller 0 votes
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