Basic Assignments
 
Options & Settings
 
Main Time Information
Color Code: Pink
Assigned To: Eric Tauer
Created By: Cory Warden
Created Date/Time: 4/16/2020 11:00 am
 
Action Status: Completed
Show On The Web: Yes - (public)
Priority: 0
Finished/Done: Yes - 5/7/2020 11:37 am
Finished/Done By: Cory Warden
Budgeted/Estimated Value: 500.00  
Actual/Real Value: 850.00   [donate]
Invoice/Quote Status: Blank (n/a)
General Amount: $0.00
 
Time Id: 1746
Template/Type: Community Funded Projects
Title/Caption: CC NY UPDATE to CUSTOM Reports
Start Date: 4/16/2020
End Date: Unknown... (open or blank)
Total Time: Unknown... (open or blank)
Target/Due Date: 4/16/2020
Main Status: Active

Sorry, no photos available for this element of time.


Notes:
4/16/2020:I met with Eric and there are two ways to go with this:
1) Simple way, add the new category to queries. Need to get access to category id. $500.
2) Create a new user interface to maintain the categories that are used by these three reports. Will need to create a whole new page or area for the data. This will require more conversations and time. $1000 up front and then any more would be billed at $100, as Eric isn't sure exactly what this would entail and wants to make sure he is covered. 

So if you think they will be adding lots of categories, or at least three, then option 2 could be better. It has been years though before they needed another one so something to consider.

4/16/2020: An example of the CSV(s) are attached. I am not sure if the customer report includes any category filters, but it is my understanding that current code only includes one specific category called "concentrate". 

The customer is adding new categories which need to be included in this report. 
I would like to add a settings to this page to "include categories" - ideally in a way that they could save categories, and simply add more as other medicated categories are added. 

Please let me  know what questions you have or how I can help get this project quoted.