Calculation across Apps with multiple items

Comments

7 comments

  • nealpatil

    Hi Judy,

    I am putting your request in prototype-screenshots.

    Please provide your feedback.

    Thanks,

    Neal

    NealPatil @ gmx.com

     

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  • Judy Kensington

    Thanks Neal!

    Looks perfect. Assuming that when I add Client 2's data, that Client 1's TimeSpent figure won't be effected?

     

    Thanks Neal :)

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  • nealpatil

    Thanks Judy !

    Updated screenshots are attached.

     

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  • nealpatil

    (1)

    Completed implementation of Proof of Concept using 3rd party software I am familiar with.

    I modified prototype screenshots to include month and  year in time spent section.

    I will migrate it to Podio after I get response from community members regarding Podio specific help.

     

    (2)

    In production many more features will be needed.

    e.g. when number of  hours are approaching to max-allowed for  the client then warning should be sent to

    person responsible for client  for getting max-hours increased after consulting client or people working for the client should be managed properly to maintain quality work and reduce amount of unpaid work.

    (3)

    At present calculations are done at the client level, but in reality it needs to be done at person level.

    For each client number of persons will be working and sum of all the hours spent by all the people for the specific client will count towards time spent for the client.

    So reporting of people working for each client should be organized accordingly.

     

    (4)

    Modified screenshots are attached for the reference.

     

    Thanks,

    Neal

    NealPatil @ gmx.com

     

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  • nealpatil

    I have created request for help in building calculations in Podio.

    https://help.podio.com/hc/en-us/community/posts/215728407-Need-help-in-Calculation-of-two-fields

    Neal

    NealPatil @ gmx.com

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  • Judy Kensington

    Thank you! :)

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  • nealpatil

    Hi Judy,

    I found out with help of Rainer that with free/basic license of podio the whole process will be manual.

     

    I have already implemented the same application using 3rd  party software  and is fully automated.

    If you would like to access it then please write email to me .

     

    Thanks,

    Neal

    NealPatil @ gmx.com

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