Here's another puzzle I'm trying to solve: I have a user who has an Other job role of Editing that is allocated at 15%. In Planner, I have a filter to pull in users fulfilling Creative job roles, including Editing. However, this user's primary job role is not within that filter (it's not a creative ...

I'm finally diving into Planner and am on the struggle bus with no clear way out. I'm running into several issues:Why are projects showing within a timeframe that were completed over a year ago? I'm looking at Q2 2023 and there are a number of projects listed that have zero scope—by far—in this quar...

It took me waaaaaay too long to fully comprehend what you were saying, but this is it! This is the right answer! Thank you and happy Friday!

This only groups by the primary job role. I need a report showing hits for Primary and Other.

User report, for sure. I'm trying to avoid having to edit the report every time I need to assess a different job role. After I posted this, I realized I had curated a view in the Users area that includes a column that lists all job roles. Using the quick filter, I can essentially prompt to see all u...

Text mode experts, I'm hoping you can help me with this one: What might be the text mode for a report prompt that pulls in hits for a job role—primary or otherwise? There's an existing prompt to pull a list of users with the primary job role, but not one to query all job roles.

Use case example: We have a request form to send emails. Email subject lines and preview text can be no more than 150 characters, but our requestors fail to read the help text.

Thanks, Richard. Fusion is not in scope unfortunately. I agree that your two options would require a lot of training and oversight—so it's helpful in ruling out approaches.I'm starting to think that, if we have a consistent lineup of second-level requestors, I might add them as approvers. If they ap...

I'm curious to hear if others have tried to solve this problem:I have been tasked with creating a request queue in which a requestor provides the first batch of information, but then another role type has to fill in a bunch of additional custom form data. In other words, this is a request that needs...

I also use milestones to plot publish dates on an editorial calendar. So far people love it!