@David Cornwell -- This worked exactly as I needed it! Thank you Jordan Martinson LeaseTeam, Inc.

Additionally & maybe more important.. in the attached screenshot, we have two groupings.1 by project name (joel)1 by task description (SL1) On the grouping of description (SL1) is there a way with an IF statement, to have it display the value of either the assigned to name OR the field you see, "Pro...

Thank you all. This is a Task Report and I've tried with both Task & Project level custom forms. When I say, Shared Columns, that could be inappropriate for this specific ask but I knew we'd get the point. More or less, "Row".. If you were to have a report that has 2 levels of groupings, I would lik...

Hello! Via text mode, I am trying to "Share Columns" on a grouping. Does anyone know if it's possible or have had luck? I am grouping by Project Name & Status Update (Status Update being a Custom Field) and I would like the project name & status update to share a column. I'd then add additional fiel...

If I understand, you have multiple programs that you want ran within the report/s @ one time and don't want to select the program on the prompts every time? Have you tried applying filters within the report saying Program Name = ABC, XYZ, etc.? Jordan Martinson LeaseTeam, Inc.

@Doug Den Hoed .... Is this done all with text mode..? Jordan Martinson LeaseTeam, Inc.

Dashboards for sure, just still waiting on the functionality roll out to PDF or share the entire dashboards vs individual reports! I'm sure though, if it's in Nick's system, it can be easily picked apart and edited. Would LOVE to see the text mode behind the report! Jordan Martinson LeaseTeam, Inc.

I have no idea how you accomplished this but would be so grateful if you could share! I really do not believe it to be a "standard" report or functionality in the system. I would assume someone textmode savvy in your org created this but you could certainly look in the reports/dashboards to find out...

Thank you. We want to use some of the custom forms, just not all of them in the business case section. I want to be able to pick and choose what forms to have in the business case section. You can pick which ones when you start a new project, just not a project that's been in flight for a while, (un...

Hello! Is there a way to remove a custom form from a Business Case? If I go to, Business Case - Down to Custom Forms - Edit a Custom Form, I can "remove this form" but it then removes it from the "Project Details". I can add it back into the details section but then it reappears in the Business Case...