Thanks Kirsten. The problem is that she wants to be able to manually
highlight an entire row versus me customizing a view and creating a
filter for a column. Hopefully, I'm making sense. Similar to the way you
would highlight a row in Word. Leslie Tanner CreativeDrive
My PM has a task in the template where the Planned Hours are 50 hours.
This task has 2 roles assigned (Art Director/Graphic Designer). Is there
a way to block the time for each role on a task? For instance, the art
director can only work 30 hours and the other role can only work 20
hours of the 50 overall hours. Basically, letting each role know they
cannot not exceed x amount of hours for this task. Of course it would be
simpler to just create 2 tasks for each and assign planned hours but she
w...
John, Thank you so much for jumping on a call with me today. You are
amazing and your assistance was very much appreciated!!! Very helpful
information. Leslie Tanner CreativeDrive
Thanks Tony. I'm actually in the UK working this week. I'm doing an
implementation for one of our offices here. Would you be ok if I reach
out if I have any questions while here. Leslie Tanner CreativeDrive
Carolyn, I set up a system where I designated projects as Tier 1, Tier
2, Tier 3. I created a custom form with Tier 1, 2, 3 and attached to
request/project. The requestor or PM selects which tier it is. Leslie
Tanner CreativeDrive
Thank you Marcia. We don't have a training dept. or PMO. That would be
me as well. However, I like the idea of offering some Project Management
specific classes and then doing separate Workfront training. I'll give
it a try. Leslie Tanner CreativeDrive
We use Companies for our clients that have different billing rates. We
attach the roles and their specific billing rates to that Company. This
way, when Project Managers create projects they add the Company to their
project. Thus, overriding the system "Role" billing rates and use the
Company billing rates. Leslie Tanner CreativeDrive