Community Topics

We are trying to get a better view regarding how many planned hours each project will take and the remaining hours, what the roles on each project are and the # of hours each role has planned on the project. We have the following: A resource management dashboard that has reports based on teams and t...

We're struggling with updating assignments on a large scale, swapping one assignee to another without hour repercussions. We're very familiar how to swap assignments in the scheduler, but if you bulk edit tasks from a report, remove one person and add another, it adds the new person with 0 hours ins...

Hi everyone, The use case is as following:Project managers just want to assign new tasks to some team(add it to team's backlog) and then team lead will take care of it and assign tasks at some later point. In this case backlog can have several tasks already with planned dates and hours and eat let's...

In our custom form for adding Resources we want to be able to select a Content Strategist. The Typeahead field currently allows me to enter anyone from our firm regardless of their role. Is there a Filter that I can add that will just make only the Content Strategists be the possible roles to choos...

I went to SET UP / Custom Forms and pulled up an exiting form and the PRJ equivalent so both are open at the same time as I am working to make additions to the original form. I added a new sub-section with questions. I added logic to the sub-title name like so:"Display if Marketing Request Type NAME...

I've recently watched the LEAP video with Schneider Electric and thought that was fantastic but looking to see if another company has other tips and tricks in doing this.

We have a group of video editors who have fairly irregular schedules. They can work up to 5 days a week on any combination of Monday to Sunday and either morning or evening shifts on those days. Random example:M T W T F S S9-5 | off | 9-5 | 4-12 | off | off | 9-5 While we...