Detailed Time Card Calculations Filtered by Time Card Type
Detailed Time Card Calculations Based on Formulas
Milestone Information to Project
Track Billable Amounts
PSA (Professional Services Automation) Estimates Versus Actuals
Future Schedules from Est. Vs Actuals through Assignment to Project
Future Costs from Est. Vs Actuals through Assignment to Project
Future Revenue from Est. Vs Actuals through Assignment to Project
In addition to these great ideas, Hierarchy, Text, Average, Cross Object and Rolling Date Based rollups as well as rolling up from a formula field or to a lookup field can be achieved with Rollup Helper. Rollup Helper results can also be used in Validation Rules, Workflow Rules and Formula Fields providing real time actionable data that can be used to drive your business processes.
Schedule a One on One Demo to learn more about Rollup Helper capabilities for specific use cases.