Custom Quotes w/Breakout


1 comment

  • Aaron Horn

    Hey Marcus,

    It shouldn't be too bad of a job to get the columns oriented around resource types as a custom report.  Adding the other fields is easy.

    If you're wanting to show revenue by resource type in a View in the user interface, you'd need to setup a Fee Matrices to calculate correctly and add them to your Totals section of a View.

    Reply with your thoughts and direction, and I can provide some more detail.  Or feel free to reach out directly.

    Aaron Horn
    Consultant (endorsed by Flex)

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