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PHenn
PHenn
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  • Hello again, I must be missing a step because the calculation field isn't appearing in our system.  I'm creating a new project custom form.Within the custom form I am creating a calculation field.Here is where I think I have an issue.  The form contains the new field, GRS - Close DateI use the calcu...

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  • thank you for your speedy response and that makes sense.  I've just started using calculated fields so I'll see if I can get this to work in my instance.  

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  • thank you -- any guidance is much appreciate. 

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  • Hello, we created a completed project report to show projects completed in a specific year.  Filter looks like thisPortfolio IDCompletion date Between 1/1/24 - 12/31/24Project Status equals complete.  The problem is that if a job from a previous year is opened and then closed again, that project wil...

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  • Thank you, I'll continue to look for where the content is populated. 

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  • Thank you, I agree, there is something on our side populating the information.  I'm just struggling with where the information resides.  I will continue to investigate.  Peggy

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  • Thank you, this info. isn't part of a template. 

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  • Hello, I'd like to edit a field within the Overview Section in Project Details.   I can't identify how this can get done.  I'm hoping someone can assist with an answer. A specific Group Name defaults with every project.  PMs need to be able to change it. Can I change  the Group field  to  a required...

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  • Hello, I built a task report which accurately displays the task name from projects.  We want to share this report with individuals outside of our team.  Within the report the task name needs to be replaced with "send date".  Typically, I add extra descriptors within the task name on projects and we ...

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