Topics started by drich208

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drich208
Superstar
drich208Superstar
posted in Ask a Peer

Time Entry & Capacity Management

I'd like to expand the functionality and quality of our capacity management data.  One of the things that is a struggle right now is the ‘total capacity’ data in Karbon is fixed and hard to change. Most of our team is part time and hourly, with some fluctuation in total hours worked each week.  Not a huge deviation from week to week, but enough of a difference to warrant a change to the ‘total capacity’ data in Karbon each week. I would especially like to see time worked vs time paid on a specific day.  There are times when this could be very helpful when job-costing specific clients, projects, etc.Here are my thoughts:Each week my data manager will have to export the colleague utilization report and edit the total capacity field with the data from our timetracker(in our case, Gusto) Then from there, we can truly assess how much time was paid vs. time worked inside of a client work We bill fixed/value-based fees only, so we’re only interested in realization rate, not necessarily the bi

1
max
Sr. Karbon Community Guide
29 days ago
drich208
Superstar
drich208Superstar
asked in Ask a Peer

Auto-generated suggestions when adding an email to a client timeline

Can Karbon update the suggestions given when my team is adding a client email to that client’s timeline?  It gives suggestions based on clients/contacts/works that were recently used, which is sort of helpful.  Could it also auto-generate a suggestion based on the contact?If the contact is Dr Jones, and is set in Karbon as a contact… Could it suggest our client/organization called Jones Family Dentistry?If there’s a faster way -OR- this already exists as a process in Karbon, I’ll send a $10 GC to the person that points it out to me :-) .  Thanks!

5
drich208
Superstar
3 months ago

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