Add an 'Excluded' time total on the budget page next to 'Planned', 'Tracked' and 'Billable' totals

Gathering Feedback

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Tom Woodforde

• August 04, 2021 13:10

We plan to use the budget exclusion feature to remove cases and features related to non-client-chargeable work.

It would be really useful to have a real-time total of how much time has been excluded to-date for each budget, so that we can make decisions about whether we can afford to exclude certain items of work and to track what costs have been absorbed to date on a given budget.

Ideally this would be another total called 'Excluded' that sits beside the existing 'Planned', 'Tracked' and 'Billable' totals.

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  Andrea Moro

  • August 06, 2021 09:16

  Hi Tom,

  thank-you for your suggestion, I'll change the status of this thread to 'Gathering Feedback' so we can see what others think about it. In the meantime, as a workaround, have you considered creating a separate budget specifically to gather 'excluded' items? For example you could have a budget called 'Client xyz' and another one called 'Client xyz - excluded' and keep an eye on the numbers that way. Would this help?

  Kind Regards,

  Andrea
  Product Owner - www.7pace.com

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  Tom Woodforde

  • August 06, 2021 09:48
  • Edited

  Hi Andrea, 

  Yes absolutely, that's exactly what we're doing.  Ultimately I think the total on the original project would be useful though because:

  • it's slower to keep jumping between pages to have to see the totals
  • we don't want to have to rely on people remembering to check those ancillary exclusion projects, because if they forget to do so we may not spot that the total value excluded is getting higher than we'd like

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  Andrea Moro

  • August 13, 2021 09:09

  Understood, thank-you Tom!

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