@Susan_Hart_DeltaDental  Have you tried a portfolio report with a column for the programs using a collection? The text mode for your column would look like this: displayname=Programslistdelimiter=<p>listmethod=nested(programs).liststextmode=truetype=iteratevaluefield=namevalueformat=HTML   Add a col...

@paolab_atx you may need to check the notifications that are turned on for your instance. Our users do get a notification when a document that they've requested to be uploaded has been uploaded. I believe this is the notification that needs to be turned on:

Ugh, I participated in some of the demos of the Home widget while it was still in planning and repeated multiple times that To-Do items can't have time logged to them. As with the personal tasks from the current Home, they are technically connected to a project, but that project doesn't get created ...

On the new Home's to-do widget it doesn't look like you can assign them to anyone else or associate them with a project. Looks like you can name your item, give it a date, delete it, and mark it as done.    However, I went into our Preview environment to try a couple things. I was able to create a p...

If you're putting the dashboard that houses that report in the left nav for projects (or programs), you don't need any filter. Once the report if effectively on that project it will only pull expenses that are in that same project.

I can still see it

Yes, in my previous instance we set the completion date of the Launch task based on a date that was captured in a custom form using Fusion. And somebody in my new instance just asked me earlier this week about setting a planned start date via Fusion. You'll need to set not only the planned completio...

I've opted our instance out of the new Home. We're working on implementation now, with completely new users most of them don't know enough about what they will need to see to set up Home themselves. Without a way for Admins to give them a starting place, we've decided to opt out for now.   BUT today...

Hi @BarbBaker  here are my notes for an Updates Search, I wish I could claim I came up with this, but that was @CathyGlennTFS  First, you’ll need to create a new report with the following items:Report type: NoteReport Settings:Report Title <optional>: Update/Note SearchSet the “When Report Loads, sh...

LOL It's so great to know I'm not the only one who dreams in Workfront!