XPH - Allow time allocation budgets to roll over into recurring job
Would be great if you could add estimated time budgets to tasks at the recurring job level, rather than having to manually add them each time a new job is created from the recurring template.
Having the ability to set time budgets at the recurring job level would save time, particularly for annual accounts jobs where the estimated time is consistent.
Cindy Cover
shared this idea
Hi everyone, appreciate all the engagement on this idea. We understand why having time budgets saved and carried over on recurring job templates could be valuable, especially for practices managing recurring work and monitoring team capacity.
The idea is to allow estimated time budgets set on a recurring job template to automatically flow through to each new job created from that template, reducing manual updates and helping teams track expected effort more consistently.
We'll keep track of the votes and feedbacks on this idea to continue gauge interests.
