Assigning Employees with Custom Hourly Rates and Notes in Project entity details

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  • dolezalll
    Junior Member
    • Oct 2024
    • 7

    Assigning Employees with Custom Hourly Rates and Notes in Project entity details

    Hello,

    I'm looking to set up a "Projects" entity in EspoCRM where, in each project’s details, I can assign employees. I want to add each employee with their specific hourly rate (as this can vary per project) and have a notes section for each employee. Ideally, I'd like to manage this in a table format within the project detail view, where I can easily add multiple employees along with their individual rates and notes.

    Is there a way to implement this directly in EspoCRM, or would custom entity or something like that be required?

    Thank you very much for your help!
  • lazovic
    Super Moderator
    • Jan 2022
    • 809

    #2
    Hi dolezalll,

    Could you please clarify whether you use the Project Management extension? Perhaps you just have some custom Project entity?

    Depending on the answer, the entity settings will differ.

    Comment

    • dolezalll
      Junior Member
      • Oct 2024
      • 7

      #3
      Originally posted by lazovic
      Hi dolezalll,

      Could you please clarify whether you use the Project Management extension? Perhaps you just have some custom Project entity?

      Depending on the answer, the entity settings will differ.
      Hi, thank you for respone. i tried method trial and error and i have everything set up. Now i have problem with custom dashlet (ref. my new post on forumú

      Comment

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