Project option to accumulate work hours on the work hours date vs Task creation date

Project option to accumulate work hours on the work hours date vs Task creation date

I'd like to suggest an enhancement to Projects to roll up logged work hours based on the work hours date vs the task date.

As an example, we have monthly support contracts where we need to track the number of hours worked during a given month. The way we do this right now (unless someone can suggest a better way) is to create a Project with the Budget option set to Milestone hours. We then create Milestones for each month and enter the number of contracted hours for each month as the Milestone budget number. 

Then as tasks are created and worked on within the milestone the budget numbers roll up as expected and we can use the Milestone budget threshold value to generate emails when getting close to the monthly budget.  

All this works great, as long as the task being worked on is completed within the monthly Milestone. However, if a task cannot be completed within the month and rolls over to the next month, it appears the only way to ensure the work hours are allocated to the appropriate month is to clone the task from Month 1 to Month 2 then close the task in Month 1. The downside here is that you now have 2 different task numbers for what is the same task.

The cause of this issue is that work hours are rolled up based on the date the task was created, not when the work was done. So if a task was created in Month 1 but needed to have work continue into Month 2, even though the work hours are entered within the timeframe of Month 2, the budget hours are attributed to Month 1. 

What would be great is to have an option when creating a project to enable work hours to accumulate based on the work hours date not the task date.  That would allow a task to be created in Month 1 but still have work logged in Month 2 without the need to clone.
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Topic Participants

      • Mike

      • Sticky Posts

      • Tip: How to print the Gantt View

        Though we move from the traditional project management system (using papers) to an online project management system, we still prefer to have a printed copy of the activities/tasks that are to be done in the project. This way, we can carry the to-do lists with us for the meetings and refer when we are offline. The print option, available at the right side of the page, allows the users to print the project information across all the modules. However, this option failed to print all the tasks & milestones
      • Project Management via Emails in Zoho Projects

        We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn more
      • Four types of task dependencies

        "Nothing is particularly hard if you divide it into small jobs."                                                                                                                  - Henry Ford Projects, small or large, are driven by simple work units called tasks. Monitoring standalone tasks might look simple but as the workflow becomes elaborate, tasks may start relying on one another. In project management, this relationship between tasks is termed as "Task Dependencies". Dependency between tasks arise
      • Task and Project numbering

        Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs.  Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
      • Task Inline Editing Enhancement

        Hi All, Today, we have made an enhancement in task inline editing. In 4.0, task edit is moved in a single screen in a pop-up. We designed this in-order to make the task edit across the product to be the same. Let it be in Feeds, Tasks & My Tasks tab, Calendar & My Calendar tab, a click on the task title will open the popup and user can edit the values. Customers pointed us the inline editing was very useful to them & how much they miss that in 4.0. Based on the feedback, we have rolled out this enhancement.

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方