Community Topics

Did you know that Users and Sys Admins can not only create their own filters, views and groupings, but share them with their teams? Users can create and share their own filters, views and groupings, or system administrators can share custom filters, views, and groupings that are relevant to their or...

Reports are great for increasing visibility, but did you know they can also increase efficiency in updating object fields? Simply create views that allow for in-line editing by adding columns to the report with fields that may need to be frequently updated. Fields could include planned dates, durati...

When you're building issue or request reports, think about including a column with a link to the resolving object so you can quickly navigate to the converted project, see more on how to do that here. Use an issue view to display the name and percentage complete of the resolving object of the Issu...

Within a project, I have been able to include the following textmode in a custom view to see the document source, but I would also like the ability to group by as well. Custom textmode in View for Document Sourcedescriptionkey=sourceobjectdisplayname=Document Sourcelink.linkproperty.0.name=IDlink.li...

If you have a big project with a lot of tasks, use a filter to select only the type of tasks you want to see. For example, use a filter that restricts to tasks with a projected completion date this week to see what you should be finishing up this week. See more about this in the documentation here.

One of our departments asked for a list of all contacts associated with a project. The list would include current WF users from our company and non-WF users from other companies. The format would be similar to the "People" tab expect it would include a row for each external contact. Additionally, th...

I am looking to be able to see both project custom form data, along with specific task data from the same project displaying in the columns of a view. The output intent is that I can view and entire portfolio of projects while seeing both key project specific custom from dates alongside the planned ...

I'm blanking on if this is possible. is it possible to alter the text in a Grouping on a report. I have a project report that is grouped by Program and I would like the Grouping to show "Program name - Program Custom Field" the name of the field is called "SKU Count".

Good morning! I am being asked to give a project count on how many projects are done being created, reviewed and are now in the production phase for certain portfolios.To figure that out I believe I would need to create a task report that filtered by any tasks that have all parent tasks completed pr...

I would like to customize a report for my requestors that displays an editable field from the custom form for them to edit so it appears on my reporting. To achieve this, they would only be able to edit the field that appears on the original issue. This means I need to pull that issue field from the...

I’ve created a document report that displays:Projects with Planned Completion Date within the next 14 days andContains a document with “skunotes” in the name.The report works great for that criteria but then I thought I should probably also display projects that are missing a document with that name...