Project Budget vs Time Estimates
not on the roadmap
Z
Zoe Pedersen
We need a way to take a client SOW and then track billable time against it.
For example, I want to create a task list with budget items based on what was sold to client.
Team will then track time against it
I then need to be able to create a dashboard report to essentially assess the project profitability.
I would then want an overall dashboard to review the ongoing profitability of ALL our clients in the agency
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Joey
not on the roadmap
Hey there! Thanks for sharing your feature request with us. We truly appreciate your input!
As part of our efforts to improve our feedback boards, we're closing this older feature request.
Removing old and inactive posts will increase the communication between the ClickUp team and our users, allowing us to hear more of your great ideas!
If you feel this request is worth revisiting, feel free to create a new post!
Thanks for being a part of our community!
Lily Chan
Merged in a post:
project profitablity
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Zoe Pedersen
Ability to review and measure projects based on project profitability; building budgets for projects (time estimated x project rate/hr) vs project actual (time actual x project rate/hr) and seeing it in graph or line graph report.
Caroline Ginty
Zoe Pedersen thanks for the feedback! Do you think that we could solve for this if Formula fields were supported in Dashboards? That way you could use a Formula to generate profitability for each client as a Custom Field, and then pull it over to a Dashboard.
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Zoe Pedersen
Caroline Ginty: that could work, basically just need a way to start reflecting profitability on projects so it would work if that's a capability to see in our dashboard reports
V
Victor De La Cruz
Caroline Ginty: I need this!