Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.

¿Con qué podemos ayudarte?

Por ejemplo Diagramas de Gantt, Crear tareas, Compartir carpetas...

Budget Tracking

9 comentarios

  • Comentario oficial Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Lingbo Lu

    Hi all! 

    Our team have been working on a feature to set up rates for users and job roles so that you can track project accounting data to view, track, and forecast projects' cost and revenue. It's now open for Beta signup. 

    If this sounds interesting to you, please head over to the following thread and leave comments there. https://help.wrike.com/hc/en-us/community/posts/360046901994--Read-Me-Join-the-Beta-Program-Rates-for-Users-and-Job-Roles-to-Track-Projects-Cost-and-Revenue

    Looking forward to hearing from you!

    Lingbo Lu Community Team at Wrike 💡Infórmate sobre las funciones y prácticas recomendadas de Wrike

    Acciones de comentarios Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Mark Tapia

    (Editado )

    Sebastian Becht - Have you tried using Calculated Custom Fields - 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!

    Mark Tapia Community Team at Wrike 💡Infórmate sobre las funciones y prácticas recomendadas de Wrike

    Is this helpful? 0
    Acciones de comentarios Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Sebastian Hansen

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

    I guess it should be somethink like: 

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

    Is this helpful? 0
    Acciones de comentarios Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    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]

    Mark Tapia Community Team at Wrike 💡Infórmate sobre las funciones y prácticas recomendadas de Wrike

    Is this helpful? 0
    Acciones de comentarios Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Sebastian Hansen

    Hey Mark. 

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

    greetings,

    -sebastian

    Is this helpful? 0
    Acciones de comentarios Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Tomás Larriba Martínez

    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

    Is this helpful? 0
    Acciones de comentarios Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Lisa

    Hi Tomás Larriba Martínez, welcome to the Community! 🙂

    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. 

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

    Is this helpful? 0
    Acciones de comentarios Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Tomás Larriba Martínez

    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 know 😀

    Cheers

    Is this helpful? 0
    Acciones de comentarios Permalink
  • Spot On! 👍 Innovative Approach 💡 Stellar Advice 💪
    Avatar
    Lisa

    Those two ways should work, but I'm raising a Support ticket for you in case there might be other ways for this too 🙂

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

    Is this helpful? 0
    Acciones de comentarios Permalink

Iniciar sesión para dejar un comentario.

Folllowing List for Post: Budget Tracking
[this list is visible for admins and agents only]

Community

Welcome 🖖

Hi there! 🙂 Want to become a black belt Wrike Ninja? Here's how to earn a Wrike badge

Welcome 🖖 Have you checked out this week's Release Notes yet?

Hey! 👋 Curious about something? Visit How To to search and ask the Community for answers.

Welcome! 👋 Figured out a good tip or trick? Share it in Best Practices.

Want to connect your existing software to Wrike? Learn and ask how in the API section.