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Pull only" Both Budget and Billable" lines total from Job Planning Lines

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Posted on by tanya07

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Hello Experts ,

How can I achieve where on job task lines I want to see Budget (Total Cost) field should only pull " Both Budget and Billable" lines total from Job Planning Lines.

Currently it pulls both - Budget , Both Budget and Billable

Thanks,

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tanya07 1,554 on at

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RE: Pull only" Both Budget and Billable" lines total from Job Planning Lines

Hi Ben,

Thanks for your input!

I believe creating a custom field would also help me in reporting purposes.

Thanks,

TK
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Ben Baxter 4,959 Super User 2024 Season 2 on at

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RE: Pull only" Both Budget and Billable" lines total from Job Planning Lines

Just to clarify, you are asking for a way to make the Budget Totaling field exclude Budget lines? You should probably create a custom field for this request.

A "Budget" Job Planning Line is an estimated future cost for the Job.

The "Both Budget and Billable" is treated as a "Budget" Job Planning Line AND a "Billable" Job Planning Line, meaning it is used for both estimating and eventually invoicing for that Job.

I do not recommend using "Both Budget and Billable" unless you are in a Fixed T&M billing agreement with your customer, where they have to see the details of the billing AND the amount cannot change from what was estimated. In any other scenario you are better off with "Budget" Planning Lines.