Key Takeaways

Here is a list of key takeaways:

• There is a limited computing bandwidth for each customer to (re)create project charges.

• Three variables driving charge (re)creation process performance:

  • For example, every small project update (time tracked, project task edit, project's date edit, etc.) is a trigger.

  • Scripts or workflows tied to the charge record may slow down the creation speed

  • # of total charges to be created – how many charges are to be (re)created?

  • # of charge (re)creation triggers – how often are charges (re)created?

  • How long does it take for system to create a single charge – how long individual charge record needs to be created?

• Forecast charges are being recreated often and are usually the bottleneck.

  • Audit your system to see how often your project forecast charges get recalculated – is that needed?

  • Explore 'Forecast Charges on Demand' project preference and use it whenever possible.

• Midnight charge run consumes by default 'In Progress' projects and other statuses further defined by customer.

  • Keep your project status up-to-date.

  • Manage project statuses and select those that are relevant for the midnight charge run.

General Notices