This is a great request!  We would also love examples of how automation can help this process!  Hopefully some customers are willing to share here.  We also have a "Making the Case for Fusion" event coming on August 27th, so this might be a great question for our speakers as well. Learn: Making the ...

Hey there!  For me, the best approach was to start with a dry erase board (or an online version of that), and have a brainstorming session of "how does a project get started."   Starting with the big questions first, like which department or team will handle the request, and then build logic when th...

Hey Stephanie!  I just checked our internal channels, and we haven't heard of a specific issue with the audit logs, but that doesn't mean there isn't one. It might be related to SSO, but I'm not sure. I'm glad you opened a ticket, as Customer Support has way more access to research these types of ch...

Hey Brenda!  The struggle on this one is real and common!  I had this challenge as well, and at first, our Project Managers were accommodating when Stakeholders would attach docs, but eventually, we had to hold the line.  Part of it was because we couldn't have stakeholders uploading a file after th...

Hey Ross! I know this is a big question for a lot of folks, especially those of us that implemented large custom forms with tons of logic.  I personally had separate Word docs for each of my custom forms, so that we could make those revisions, but I know that @LeslieSpier used an Excel spreadsheet t...

Hey Cathy! I know that Rexx and McKay will have to handle technical questions, but Rexx sent me a Word doc that might help with the end user communication.  I'm uploading the Word version so that anyone who might need it can download it and edit it for their org.  Hopefully this helps!

Oh wow Randy!  I never thought about using the Company custom form to save time (and ensure accuracy) from any user-filled form. I love Companies for so many reasons, but this is a new one to add to my list. Consider my mind-blown!   I know you are told every day that you are awesome, but please con...

So, I will always have to defer to Corinna on anything Resource Management, so feel free to take anything that I add with a grain of salt.  In terms of the Planner, my understanding is that in order to budget any of the Planned Hours or assignments, the Resource Pool has to be assigned at the Projec...