Hi Kasey - You can use this textmode code on a Template report to show all custom forms associated with each template. displayname=Custom Formslinkedname=directnamekey=category.nametile.name=component.objectcategoriesvaluefield=objectcategoriesNamesStringvalueformat=HTMLviewalias=category.name Hope...

Hi Tamara - While Randy is correct that the custom forms are on the Overview tab, you can create a custom calculated field that takes you directly to the Overview tab and move the Custom forms to the top of the Overview tab on the layout template to make the first thing the users see. Hope this h...

Hi Md - When you open the Business Case tab on the Project, you can scroll down and add the Scorecard from the drop-down. Hope this helps, Teale

Hi Sydney - Collaborators should be able to see updates on the Home page. Like they appear here: You may have the updates turned off on the layout template if they aren't seeing them. Check the settings on the Home and Summary section to see if the box is unchecked. The Innovation Lab is where ...

Thank you @NRYN R - inactive‚, I mentioned your name and wf-pro.com a handful of times during my braindates this week. All your work and efforts have been so invaluable to me personally becoming a better System Admin! You are very much appreciated!

Hi Todd - Queues are useful when you have people across the organization that need to submit a request for work to be completed. The work is probably not being performed by someone on their team as well. For example, you could create a request queue for New Hires. The intake can include all of t...

Typeahead filters should be able to be applied at the form level. For example, if I create a project typeahead field for a team and filter it by their portfolios, I should be able to add that same field to a different form and apply a different filter. Otherwise, I have to create a new typeahead f...

Hi Kundan, I have done this in a project report previously and group by Portfolio and project name. Here's the textmode code for Planned Hours with the aggregator added to show the sum in the header: aggregator.displayformat=minutesAsHoursStringaggregator.function=SUMaggregator.namekey=workrequir...

Hi Heather, This sounds like a bug of some kind. I've created the additional fields and when I change Tables to Posted or Updated my other calculated fields don't change and I wouldn't expect them to change even with a recalc unless one of the fields were actually changed. I would ask your suppor...

Hi Heather, Maybe just add $$NOW again on the tail end of the IF statement instead of Results Date as the THEN portion. When I test that the date remains today. Let me know if that works for you. Best - Teale