So I have a subcontractor that I’m compensating based on how well he does budget to actual and we’re trying to find an efficient way to track through Karbon.
I’m trying to find a way to easily export the budget to actual time for 1 employee over a certain time frame across all jobs they worked on that are now completed. I think we’d have to set it just for jobs that closed during the period so we’re not double counting across periods.
I’m not sure if just creating a custom work view could yield this, since he isn’t always the assignee at the end of a job, and it doesn’t break down budget to actual for that particular assignee.
Is there an easier way to do this than just hand-downloading the budget to actual data on each work item he works on and aggregating in an excel workbook?