How many ways do you need to filter your records?
I started out thinking two. Time frame and Project-Phase. Those worked just fine.
Oh, yeah, filter by staff person(s). That works too, although I haven't added USER features yet. But there it is in the pull down when you start a filter.
So if you are checking up on progress; it seems like the bases are covered.
Then I thought about what you do with time records. Invoicing. I guess we need to distinguish between billable and non-billable work. I thought of that and when you create a new Project-Phase it defaults to Billable? = Yes. So why isn't that available to filter your records by?
Well, it turns out that the fields of the Project-Phase table, even though they are connected to the Hours table, don't show up in an Hours table like All Project Time.
After wasting an hour or two trying to figure this out, I asked Odalis. (Odalis is my favorite support person at Knack.)
""BILLABLE?" is a field of the Project-Phase object <database speak for table>. From what you said above, I think I will need to create an object named "BILLABLE?" that will hold Project-Phase names and the "BILLABLE?" status. These new objects would be connected to HOURS so that they are available for filtering.
Does this sound correct?" Odalis said, "No."
That's when I learned how to add 'Text Formulas' to a table, which is just a way of saying "look at this field, too". At least that is all that happens.
I did the same thing for 'Active?". I'm not entirely sure why. None of my scenarios seem to be real-world issues. But filtering by "Active? = Y/N" is definitely possible.
Then I thought about what started this off - Invoicing. You will want to filter out previously invoiced time records. Odalis says do it by updating time records based on whether the Project-Phase is marked "Invoiced? = Yes". I say, "Nope. Phases get partially invoiced."
Soooo...back to the drawing board.
PS: The Test-Drivable copy of MyCorbu is no longer the one that I am working on. These filtering issues havent been fixed in the one you can see. I thought that this week I would be working on setting up the User Roles. Once that happens, you will have to log in to the program. When I get that working, I hope to swap out this version for one that is even closer to being final.
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