$ Budgets, Custom Fields, Reporting
I am majorly struggling. I was hoping to estimate budgets for projects (NOT hourly related), and export a report that rolls it up into my total monthly expenses within a folder. Without creating 12(+) custom fields or doing a ton of math or excel manipulating on my own. It would be great if I could keep them in a separate category (author vs design expense) but get the monthly total of each, but that doesn't seem possible with custom fields & report features. Am I missing something?
Hello Megan Whitworth-Swanson, welcome to the Community!
I can suggest creating two projects with Author, Design, and Month Custom Fields. Then you can group tasks by month using reports, and use aggregation.
There is another option using Wrike Analyze, we can group the expenses based on the task start date, and aggregate all values to create an expense report summed up for projects by expense category per month.
That would work I guess, but then none of it would be tied to the projects and I would have to reconcile with QB each month anyway, so I'm almost better off using sheets & formulas (which I was trying to avoid) instead of Wrike.
Thank you for getting back to me Megan Whitworth-Swanson, please let me know if you have any other questions🙋🏻♀️