How can I show the Billable/Non-Billable Status of a time entry in Salesforce?

How can I show the Billable/Non-Billable Status of a time entry in Salesforce?

How can I show the Billable/Non-Billable Status of a time entry in Salesforce?

Solution

The billable/non-billable status of the task type in Harvest does not automatically come into Salesforce, but here is one way you can achieve the same thing:
 

1. Create a formula field on the time card record in Salesforce called "Billable" of type text with a formula similar to this:
 
IF(OR(
ISPICKVAL(Project_Expense__r.Project2__r.InvoiceMethod__c,"This project is not billable"),
FIND("No Charge", Task_Type__c)>0 ),"Non-Billable","Billable")

2. Create one or more task types in Harvest that contain the string "No Charge".  

3. When the Task Type label is brought into Salesforce, the formula field will indicate if it is billable or not.


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