Financial Data Based Columns Available for All Users with a Setting Regardless of Financial Data Access
It would be extremely helpful for employees to have access to formula columns based on financial data, even if they don't have access to the financial data.
For example, I want to enter a budget for a project. And create a custom formula field based on that budget that my employees would be able to see:
The formula would be:
([Budget] - [Actual fees]) / ([Actual fees] / [Time spent])
This would divide the budget remaining by the average bill rate of an employee working on that project and give an estimation of how many more hours could be spent on the project based on historical data for the project. This would be extremely valuable and empowering for employees without giving up financial data. I can think of many other cases where access to financial data based formulas should have a setting to be switched on for all employees regardless of their access to financial data.
All I have to do is enter budgets and all employees see is that they have X amount hours to complete the project.
Thank you for posting your suggestion, Andre Herrero! I'm passing it on to the team now 👍
Lisa Community Team at Wrike Wrike Product Manager Conviértete en un experto en Wrike con Wrike Discover
Lisa Wrike Team member Conviértete en un experto en Wrike con Wrike Discover
Great! Lisa let me know what they say!
Hi Andre Herrero,
I wanted to let you know that the Product team found this idea really interesting! Although it hasn't been added to the short-term roadmap, there is still the potential that this could be rolled out at a later stage.
If there are any updates to share here, we'll be sure to let you know. Thanks for sharing and let us know if you need anything else 👍
Elaine Community Team at Wrike Wrike Product Manager Conviértete en un experto de Wrike con Wrike Discover
Elaine Wrike Team member Conviértete en un experto de Wrike con Wrike Discover