Community Topics

We're about to overhaul our user structure, so first I'm doing as much prep/research as possible to mitigate system risk (i.e., reports erroring out, users losing permissions, generally things catching on fire during working hours).  I am trying to identify everywhere in our instance that involves a...

Hello,As part of our resourcing process we assign a particular role on the project as the project Owner. We assign all the tasks first (as this is often done in advance and as part of the planning) and then when we're ready I want to generate a report of all the projects where this role is NOT yet t...

I'm not even sure if this is possible, but I'm hoping someone has an answer! I have a custom form with several calculated fields which generate a link if that option is selected in a dropdown field. I have created a report with a shared column which lists each generated link. I currently have a huge...

Hi.  I have 4 custom fields that have large single-select dropdown fields; all the columns have the same values.  The fields are added as individual columns in a report where the user can select value in each column for each project.  My report columns have this layout > Project, Menu 1, Menu 2, Men...

Is there a way to show requests that are assigned to the whole team on a report?  I know I can filter by Assigned to > Home Team ID, however this shows assignments for everyone on my team + if the whole team is assigned.  I'd just like to show requests/tasks where the team is assigned, but not indiv...

Is there a way to convert a Dashboard (with custom date fields referencing important project dates) into a Calendar?

Is there a way to create and generate a report for how many times a Team tag is made in a Project or Tasks Updates message? In the report, I also want to add additional column fields to include information about the Project or Tasks.

I'm trying to create a second report, similar to the screenshot below, but of our non-marketing Partners projects. I copied the report I made and changed the filter from EQUAL to NOT EQUAL with the same criteria, but the OR in-between each statement seems to be throwing it off and including all part...

Question 1 - Is there a way to apply both Milestone view and Gantt view on the same project Report? Question 2 - How to add the current active Milestone stage column on the Project report? Question3 - How to Display an icon of the Milestone stage details on the Gantt chart view of the report?

Hi,I am looking at a solution to create a task list/proof approval report. I would love to include the fields: Campaign Name, Parent Task Name, Task Name, Due Date and % Complete, but also the proof, that is linked to the task, the approver and the approver decision. Has anyone done this before? Pot...

I would like a report to show me total number of tasks completed for the entire project duration ....summarized by month.   So if each month we completed 10 tasks, the report would show a bar of 10 for January, 20 for February, 30 for March, etc.    I've got the report built, but I only show totals ...

We are currently reviewing our Tracked Custom Fields as part of an audit. One thing that would make this much easier is to see which Custom Forms these Tracked Custom Fields appear on. There's no options for views or filters on the "Interface - Update Feeds" and there doesn't seem to be any filterin...