Method:Classic Professional Services

Re: Summary Tab not updating

Matt — Sat, 13 Aug 2011 14:44:41 GMT

Thanks Val. I love that you guys added a release notes blog!

Re: Summary Tab not updating

Method_Valbon — Tue, 09 Aug 2011 23:08:23 GMT

Matt – I forgot to let you know that this was updated last week. See the Release Notes

Re: Summary Tab not updating

Method_Valbon — Wed, 19 Jan 2011 15:23:50 GMT

Matt – thanks for all the valuable feedback. I’ll look into this and post back.

Re: Summary Tab not updating

Matt — Tue, 18 Jan 2011 17:54:31 GMT

Hi Val,

One more thing I just noticed is that it is not calculating correctly when you first select the budget/contract.

I had the budget/contract that I used in my example selected and the amount showing correctly.

I then selected a different budget/contract.

I then went back and selected the example budget/contract and the amount was showing $0.00 again.

Clicking select a second time would update it, but it would be nice if it showed correctly when the budget/contract is first selected.

Re: Summary Tab not updating

Matt — Tue, 18 Jan 2011 17:48:29 GMT

Val,

Clicking the select is what I was missing.

Can I also suggest that the line items get recalculated when the Add / Edit Budget Details pop-up is closed. It seems as though it does some of the time, but not always.

I used the same budget I outline in my first post:

1. Clicked the details button on the line item

2. Changed the charge type to Fixed and clicked save and close. The amount correctly displayed in the line item grid.

3. I Clicked the details button on the same line item

4. Changed the charge type back to Hourly and clicked save and close. The amount showed as $0.00 in the line item grid.

Once I clicked select again it recalculated and everything was fine, I think it might create less confusion if it re-calculated when the pop-up was closed.

Thanks for your help.

Re: Summary Tab not updating

Method_Valbon — Tue, 18 Jan 2011 17:25:51 GMT

Hi Matt,

I followed your steps exactly but the only difference is I will add a couple steps after yours picking up from where you left off.

6. Go back to the Budget/Contract >>>Details and click ‘select’ to refresh (recalculate) the lines.

7. The Summary section should be refreshed (also happens on select) but you can manually click refresh there too.

I’m thinking I should have a ‘Refresh’ button on the Details area rather than having to re-select the record each time. Thanks for the feedback!

Summary Tab not updating

Matt — Sat, 15 Jan 2011 17:20:59 GMT

Here are the steps I followed:

1. Created a new budget/contract.

2. Added a line item with the charge type set to hourly (also entered a billing rate which filled in the rate)

3. Went to the Time Tracking tab, clicked Enter Time to create a new entry.

4. Created a time entry for the item I added in step 2 and set it to billable (also added a duration).

5. Clicked approve & close

On the Time Tracking tab, it is correctly multiplying the rate times the duration, but when I goto the Summary tab and click refresh the hours do not show up. I also cannot create an invoice because the amount is still showing as $0.00 on the details tab.

What did I do wrong?