- How can users create bundle reviews?
- They can create bundle reviews as long as there are Not-Started individual ones.
- They can click on the link button Add a bundle review and select multiple reviews to bundle.
- They can choose different Clients and Engagements when creating a bundle review.
- Example
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We have a number of billable professionals (non-CoE) that work on several different clients/projects for the same engagement partner that collectively add up to significant hours though individually do not meet the 120-hour threshold. How can they create a bundle review?
- By default, individual reviews can only be created automatically when accumulating 120 hours or more.
- They need to manually create individual reviews first by select Add a review link button. Repeat this step multiple times for all Client&Engagement they want to bundle.
- After that, select Add a bundle review link button to bundle all of those manual individual reviews.
Bundle Reviews
Modified on: Wed, Jan 25, 2023 2:02 PM
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