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catherineh70969
catherineh70969
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  • Hi @Sydney Peterson thanks but when I take this approach, I'm seeing tasks where a writer or a designer is assigned, not tasks were both writers and designers are assigned at the same time. Catherine Hayes Manager, Business Analytics and Project Operations The Channel Company Westborough MA

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  • I need to generate a report that shows open tasks with two people assigned simultaneously where one has the role of Writer and the other has the role of Designer. My initial attempt (see screenshot) shows tasks assigned to with one or the other role, but not tasks where a writer and a designer are b...

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  • Agreed on this as well

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  • Thanks for the update, @Mariam Paronyan Yes, the ability expand/collapse sections within custom forms would be very valuable to us. I'm excited to hear expandable custom forms are on your radar. Greatly appreciated! Catherine Hayes Manager, Business Analytics and Project Operations The Channel Compa...

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  • Skye thanks very much. This worked for me. I did not need the CONCAT but just Project.FieldName in the calculation field. Tegwyn, on my first attempt I saw the new field's name but no data. I check the Update Previous Calculations box and then the field populated. I'm not sure if this will help your...

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  • We need to collect information for email deployments in a custom form during the development phase of a project. We then need to attach that information to each deployment task assigned to our email team. My thought was that information on a project-level form completed during development would funn...

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  • Some PMs are missing predecessors when they initially set up their timeline. I want to use conditional formatting on the timeline view to flag any task that is missing a predecessor. The only task-based predecessor-related condition is 'pending predecessors'. Any suggestions for an approach? Catheri...

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  • We need to build reporting that tracks when fields on a custom form are updated and who made the update. Any thoughts on an approach for this? Catherine Hayes Manager, Business Analytics and Project Operations The Channel Company Westborough MA

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  • @Mariam Paronyan this is good news. If the new approach could also include functionality to expand/collapse custom forms, that usability tweak would be icing on the cake for those of us with multiple forms attached to projects. Catherine Hayes Manager, Business Analytics and Project Operations The C...

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  • Interested here as well. Catherine Hayes Manager, Business Analytics and Project Operations The Channel Company Westborough MA

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