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How to create a resource tracker from estimates

Keep track of resources used in an estimate.

Step by Step Guide:

1. Navigate to Jobs > Estimates

2. Click on the Job No.

3. Click "Activity"

4. Click "Resource Tracker"

5. This should display all time-based line items from the estimate.

6. Review roles such as Strategy, Creative Direction, etc., and the total estimated hours for each and distribute the estimated hours across the months when the work is expected to occur.

Example:

  • Strategy: 50 hours – 25 hours in December, 25 hours in January.
  • Concept Development: 40 hours – all 40 hours in February.
  • Creative Director: 20 hours – 10 hours in February, 10 hours in March.

7. Ensure that all estimated hours are distributed, and then click Save