Reviewer needs to add information to Project | Community
Skip to main content
Tvasilovic
Tvasilovic
Level 3
October 27, 2022
Solved

Reviewer needs to add information to Project

  • October 27, 2022
  • 2 replies
  • 831 views

Just crowdsourcing ideas on this. We have a Team that works closely with outside parties. These outside users mainly just need "reviewer" level permissions but often they need to contribute information to a Project that develops as the Project moves forward- after the request has been converted to a Project. To add this information to the custom form on the Project details would require a Work license. Trying to brainstorm ideas on how to get that information from them into the Project without incurring the paid license cost. The team director is also trying to avoid having a person on his team manually transcribe the information from an email or update into the custom form. Any thoughts?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Stacey_Robertson

If you have Fusion, you could have a field on the request where they enter the information and then create a scenario where Fusion  transfers that information to the project fields.

2 replies

S
Stacey_RobertsonAccepted solution
Level 5
October 27, 2022

If you have Fusion, you could have a field on the request where they enter the information and then create a scenario where Fusion  transfers that information to the project fields.

    Tvasilovic
    TvasilovicAuthor
    Level 3
    October 28, 2022

    Thanks Stacey!

    I was wondering about Fusion's potential for this. We currently do not have Fusion but are meeting with the Fusion team today.

    P
    PeggyGr1
    Level 2
    October 28, 2022

    Would love to have a work around for this without using a scenario in Fusion or using up a license. 

    Terms & ConditionsAccessibility statement

    Loading footer...