Hi Anthony, Thank you for your prompt response! We host documents at the project level so that could be the issue with this report. Your solution worked! Thank you so much for your help!

I've created a document report and added columns for Program Name and Portfolio Name which are available in the list of options, but the data is not populating. I've scoured the help articles but I only see the extensive training webinars for advanced reporting. While I am eager to review those webi...

Sarah - We have the same experience. The person who approves the proof will get a notification but not the others on the proof (which is a more helpful notification). We have emails set to All Activity too. Jessica Frahm

I use a Manual Condition Type as well. I read a help article on Understanding Project Condition and then Understanding Progress Status of Tasks which affects the Project Condition and it was a bit confusing. We are in the early stages (~6 months) of WF and I want to keep task setup as simple as poss...

Hi Ryan, I work in the Marketing Department for Bank OZK. We use Portfolios for our business lines/verticals and Programs for specific business objectives within those verticals. We also have a Marketing Operations portfolio for our internal projects. Then, each project is categorized based on that ...