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Added by Anton de Goede over 5 years ago
We need to be able to create monthly (or from to date) reports of hours made for a specific customer at a specific period. Since OpenProject does not have a customer to attach the project to I tried other things to get this working:
- Created a custom Project field with list. This works but there is no way I get this in the filtering-option of Cost Reports
- Created a new project type but there is no possibility to filter on this also
- Even added the customer name to the project name like “customer_project” and then filter on “subject contains” but this doesn’t seem to work. If I F.E. create a project called “ALG_BROCHUREDESIGN” and I use “subject contains” “ALG_” I get no results
Do I overlook something? Is there a better way to get this working?
Replies (1)
Hi Anton,
if I understand your problem correctly, you want to filter for the total time logged on work packages which are associated with a certain customer.
If you created a separate project for each customer (as you mentioned in your third point), you can simply navigate to the cost reports and filter based on those projects: Select “Project” from the list of cost report filters, select the plus-icon behind the project name an select all the (customer) projects for which you want to see the aggregated time. You can then group e.g. by the month and project to get a nice overview of the aggregated time for each customer and month.
Alternatively, you can create a work package custom field (e.g. call it “Customer”) and set it to the correct customer.
You can then select the custom field from the cost report filters to display the associated time.
Best,
Robin