Formula numeric // sum

k_dunc I am trying to do similar thing rn and saw this question posted on the thread ... I've tried creating a workflow with 1 state and 1 action .. to prevent a very basic role to see custom record entries when a custom field based on employee list didn't match user and it doesn't seem to be working .. tried the {user} !=…

Center Tabs -> Categories -> New -> Employee Center -> Location Home : figured it out !

Olivier Gagnon NC -- prob should have thought of that ... thank you so much !

rnedelkow Thanks! You were right, also need to have the Billing Type Dropdown scheduled as T&M and then create project tasks with service items to update into the SO for them to be defaulted as Billable Estimate for anyone who had same issue!