Can we exclude "already billed" fixed fee work from KPI WIP workbook?

  • 31 January 2024
  • 1 reply

Userlevel 2
Badge +4

The Fixed Fee WIP in KPI includes work items that have already been billed. I’m only interested in seeing items that haven’t been billed. Is there a way to filter the report to include only unbilled? I don’t see that option in the workbook. 

1 reply

Userlevel 2
Badge +4

As a follow up to this- I had a number of completed and billed work items in Karbon that hadn’t been marked complete. I cleaned these up and no longer need to filter the KPI workbook for billed/unbilled. 

Among other things, KPI is a useful diagnostic tool for seeing which items need to have their status updated.