Have a person typeahead field we call analysis lead. I would want to add this project level field into a task level report. Thanks!Tim

What you could do is create a separate custom form to house any of these fields, and add the field on the reports, but not in the request queue. I do not believe you would need to add to multiple custom forms. Tim Brooks Invicro

Hello Morgan, All you need to do is create a custom field. I created one for task notes, and project notes. Once you add the custom field, add it to the reports. Tim Brooks Invicro

Hello, This might be crazy to ask but I wanted to check. Is there a way to have some tasks be based off of business days, and some tasks to not be based off business days in the same project? Thanks! Tim Tim Brooks Invicro

I just tried this and it worked great. The only caveat, you have to delete the column you want to hide BEFORE you copy the text to another column. Tim Brooks Invicro

So, it would just be the timeline, so not graphical, but a clean look for easy access for your clients. Literally, what the project looks like, the report looks like. The other thing we do is create the calendar report which shows them a month, week, or ganntt view of the tasks. Again, I filter by t...

Hello, What I do with my team is create a task level report (filter by the project name), which simply gives you a report that looks like the project timeline. We also have x-amount of tasks we don't want the sponsor to see, so I created a custom field called "Sponsor Calendar" which the PMs select ...

Just a suggestion: 1. Add this as a task level custom form 2. Create a "View" that add this custom field at each task while looking at at project task list. This allows you to easily select which tasks you want to see at a calendar view Tim Brooks Invicro

Hello Yi Jing Goh, What I believe he is referring to is creating your own custom field with the checkboxes to show on a calendar view. It is how we operate as well. You create the custom field, and then add that filter to your calendar view to only show tasks you select to be seen. Tim Tim Brooks In...

Hello Ashley, We had kind of a similar situation where we only wanted certain people to see certain tasks. What I did was added a custom field called "Calendar View Options" and the PMs select which tasks they want to show on their calendars. For your scenario, you can add tasks to capture the detai...