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Budget Tracking

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Mark Tapia

    (Edited )

    Sebastian Bechtย - Have you tried using Calculated Custom Fields -ย https://help.wrike.com/hc/en-us/articles/360036858954-Calculated-Custom-Fields? Do you know if this would work for your team?

    Hope that helps!

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Sebastian Hansen

    Is it somehow possible to use if-conditions? Except we have a general hourly rate and a reduced one.ย 

    I guess it should be somethink like:ย 

    if ([rate_type] == 'general') [hourly_general]*[time] else [hourly_reduced]*[time]

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Mark Tapia

    You should be able to do this with Calculated Custom Fields, as long as you have the correct rate in a custom field. For example, you could have an "Hourly Rate" custom field, and put in the "client rate" or "reduced rate" as a number (instead of a word), and do math with that.

    e.g. Calculated Custom Field is set to [Hourly Rate]*[Time]

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Sebastian Hansen

    Hey Mark.ย 

    Thanks for this. Seems to be a bit complicated to me to putย  the hourly rate inside of every single ticket in a project... But ok, that would be a workaround.

    greetings,

    -sebastian

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช

    I absolutely support this request. Calculated fields are not enough if part of my project budget is not "time spent" but acquisition of equipment or other expenses. The idea would be to have a sort of "add expense" feature (similar to the time input) that would help us compare the original budget (that is easily created as a custom field) and the total expenses as of today

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Hi Tomรกs Larriba Martรญnez, welcome to the Community!ย ๐Ÿ™‚

    Thanks a lot for your feedback! I think what you're describing can also be achieved by Custom Fields - you can add fields for the types of expenses, planned budget, total expenses, and so on.ย 

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช

    Hi Lisa,

    What I need is a field where I can keep adding up expenses. As far as I know there is no way in Wrike to add expenses in a similar fashion that you add hours... I either have to create a new custom field for each expense (which creates a mess) or create a new task to input the expense in the "expenses field" and, then, use the rollup function to see the total in the project field.

    If there is any other way, please let me knowย ๐Ÿ˜€

    Cheers

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Lisa

    Those two ways should work, but I'm raising a Support ticket for you in case there might be other ways for this tooย ๐Ÿ™‚

    Lisa Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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