Add “Allocation %” to billable projects

[colinmurphy01]

Context

Weekly Billing is shifting our business model to invoice clients based on their weekly allocation to that project, whether that be 100% - 10%. We currently use the project codes, hourly data hosted in Tock but that has caused problems for uncommon but important use cases.

To best support Weekly Billing, we’d like to propose allowing users to add their “allocation %” for each billable project, each week.

What this will enable:

• The individual to confirm and submit their allocation each week (instead of relying on a static assignment)
• The invoicing system to see individual’s allocation percentage for each project and factor that against the cost for the full week - automatically

Examples

• An Acquisiton Lead on 3 projects 50%, 25%, 25%
• A Supervisor on 1 project at 50%
• An Account Manager on 4 projects - 50%, 10%, 10%, 10%
• Microrequests / Phone-a-friend

Feature considerations / success criteria

Front-end, on the Weekly Timecard

• For only billable project tock codes
• In addition to Project dropdown and the hours field
• Display “Allocation %” dropdown with the options: 100%, 50%, 25%
• Indicator at the bottom would total allocation up to 100% (instead of # of hours = 40), allocation will turn green
• Remove error if hours don’t equal 40 or allocation doesn’t equal 100%
• Display all billable projects together

Available via the API

• Timecard data is pulled each week
• Using to end date, person’s ID, tock code, provide hours and allocation percentage

Admin portal

• Capability to add allocation percentage
• Capability to edit allocation percentage and submit
• Remove error if hours don’t equal 40 or allocation doesn’t equal 100%

Backend / Database Considerations
- To be considered

[colinmurphy01]

Updates from convo:

• Removing 20%, 10% from allocation options
• Adding Weekly Billing flag to projects
• API supplies % to biz ops team for use in invoicing flow

[kbighorse]

this reminded me of my retirement investment allocation interface:

And then the total is at the bottom:

Just would be hours instead of dollars and projects instead of funds. And dropdowns instead of free text for the percentage inputs.

I hope this helps?

[kbighorse]

maybe extra credit for a snazzy pie chart at the top:

[kewlguy781]

first round of this is under pull #1334

[caleywoods]

Are we finished with this issue/task now?

[colinmurphy01]

Yes. I think we can close this.

[caleywoods]

Yes. I think we can close this.

Woohoo! Great job everyone!