Dashboard for time tracking within a calendar month

[Katherine_Varela]

I have a project specifically to assign tasks to consultants on retainer. They have a specified number of hours they can bill for us monthly.

I have a time tracking field set up to keep track of the hours they bill to us. I need set up a dashboard to show me what they have billed so far within a calendar month. Not “the last 30 days,” since the first of the month until now. Is this possible?

I already have the charts set up to filter for each consultant to display the sum of each of their "Time Tracking” fields, but the filter to show sum of time by a tasks’s by Create Date only lets me select “within the last” “1” “month.” This means we have to identify how many days have actually occurred in the current month and subtract time from days in the previous month.

I need to be able to count sum of the time tracking field since the first day of the month.

Is there a way to do this?

[lpb]

Welcome, @Katherine_Varela,

Did you try using the “Between” filter:

You’ll have to manually update the start/end date each month. (It might be possible, depending, to have a single chart for all consultants and thus only one set of dates to update monthly.)

Please consider voting for this request:

Allow date tokens in advanced search fields, reporting/dashboards, and rules

Permit the use of tokens for dates (similar to “me” for Assignee) in advanced search, reporting/dashboards, and rules. With that feature, you could use the “Between” option specifying something like: Between “today” and “next month”, or Between “today-30” and “today+30” and not have to change your parameters day-to-day. Larry

Thanks,

Larry