@Randy Roberts‚, I know this was WF's first time trying something like this, but my manager and I were exceedingly confused as well. We didn't know any sessions would be live, and assumed our favorites from the Session List would be under "Favorites" at the conference site. By the time we figured it...

Thanks Doug. Sounds like we should check in the Sandbox first.

Depends on where you enter your rates. We've been told, repeatedly, by Support, that if you manage rates at the Company level (we use Company as selectable rate sheets) then you don't need Billing Records to lock-in rates. I'd love someone like Doug to confirm that if I change my Company rates that ...

We have to make some other changes to the form before I can try this, but I definitely had a "slap to the forehead" moment. Completely spaced on taking the date apart like that. THANKS!

Out Fiscal Year runs from July 1 through June 30, and at no point is the planner explicitly asked what fiscal year a project falls into. I need a field that will calculate what fiscal year a project is in based in the creation date of the project (close enough for my reporting needs). I planned to p...

As long as discarding or keeping is selectable; we like this "keep" behavior. Makes it easier to send the same note to new reviewers added after the start. 

Thanks Doug. I suspected as much (that it's not possible), but figured I'd try. 

I have a report for our Trade Show group, which has more than two dozen columns. They prefer using this project report directly rather than using the custom form to enter all their data points: dates, costs, notes, next steps, etc. It replicates an Excel sheet they used to use offline. The problem i...

Thanks Monique, that's how I thought it worked I was a little worried I had missed some nuance that was going to bite me in the backside later (happens all too frequently). We really don't use the "owner" part of tasks as multi-assigned are considered completely shared with no one but the planner co...

Kelly, Is there WF documentation somewhere confirming that "when the owner of the task marks it complete, it will mark it complete for all assignees." Because if that is so, that's not cool. But it's also not behavior we've explicitly noticed. I'm sure someone would have complained by now since we d...