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I have a requirement where client want to know that a particular Contact has worked on how many and which project. The criteria is if a resource is booked on a project will be considered as worked on the project.
I thought of creating a view "A Contact (Resources) worked on Projects" view but I am not sure which entity is best for this. I tried Projects and Resource bookings entities but no luck.
- Add Contacts as a Resource.
- Book them normally on a Project to get Bookable Resource Bookings. See image below. You can add a Project column to the Active Bookable Resource Bookings view. Analyze further with Excel or PowerBI.
- Add Time entries for a Contact to get Actuals (cost and sales). See here for more info. Then analyze Actuals with Excel or PowerBI according to your specific needs.
I absolutely agree with Antti. It's a nice solution.
There are many ways to go, you may need to use the "Project Team Member".
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