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jessica_shultz
jessica_shultz
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  • Hi Vicky, We use this text mode for our Project Owners when they are looking at the project level to see the last update that was put on the project. Maybe you could use it for a project report just to look at the last update. Or maybe you could try editing it for a Tast Report. I haven't tried that...

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  • Hello Everyone, I am trying to create a report for my Manager Dashboard where it shows a Column chart view of the total number of projects that a direct report has been assigned to. When I try making a Project report I cannot get down to the assignment level only the project owner level and for most...

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  • Hi @Skye Hansen , That makes since if it is dividing the hours on tasks that have multiple users assigned because some of the users hours matched the Resource Planning and some were just off by a few hours. Thank you! Jessie Dantin Mercy Health

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  • Hi @Skye Hansen , I was also looking for a way to report on Planned Hours, this was really helpful. The only issue I had with the Assignment Report is that if the user isn't a "task owner" then it doesn't pull in the planned hours. This usually happens when we have multiple people assigned to a task...

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  • Hi Carolyn, We use Priorities as a way to sort work for our users. When the production team is assigning work and converting requests to projects they assign a prioritiy of RUSH - 1, 1, 2, 3, 4. We don't have definitions for each priority, it is our Produciton Manager's job to assign the appropriate...

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  • Hi Malcom, On a task report you can report on objects at the project level. If you add an "Or" function to the report for Project>Actual Hours - Equals - 0H, would that help? Jessie Dantin Mercy Health

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  • We use similar reports for both our users and the managers to monitor tasks that are completed but don't have hours logged. We have the user report on our User Dashboard so that they are able to look at their completed tasks that don't have time logged. We also have a similar report for direct repor...

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  • Hi Amber, In a task report here is what we use. This will show the user tasks that are assigned to them that are ready to start. I would suggest using the wildcard $$USER.ID so that when a user logs into the report they are only seeing their tasks. These are the filters we use and then we use priori...

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  • Hi Dustin, Thanks for the heads up. But when I tried to update the filter my Projects Report the Assignment User wasn't an option. I know on the Task Reports that I have created I have been able to use Assignment User and it pulls in all the tasks that maybe the user isn't the owner of but still ass...

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  • Hi Diana, We use a similar report for our users to see what projects that they either are assigned to or the project owner of. Here are the filters we use for the Projects Report: Assignments-Assigned to ID - equals- $$USER.ID Project Status- equals- Current OR Project Owner ID - equals - $$USER.ID ...

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