Topics started by ctindall

2 Discussions

C
Beginner
ctindallBeginner
posted in Ask a Peer

Sent emails, please have them tag to work items

Also please have sent emails searchable, when I search for emails I know I sent that didn’t get replied to, they don’t show up. Would also be great if we could have a little button on sending emails that can do a “follow-up if no reply X days or by X date” so I don’t have to manually add a follow-up to my to do list off an email.

2
C
Beginner
2 years ago
C
Beginner
ctindallBeginner
asked in Ask a Peer

Technical Question on Budget to Actual Time Exporting

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?

3
kylenecarse
Community Champion
2 years ago

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