Bryan, So are you having all of these parties go into this one report and update their information? It might be easier to create individual reports for those respective parties dashboards, so that its not so crowded on the page they edit. You could then just use this report as your own master that y...

Depending on how complex your queues are you might be able to just make a request queue for 4 separate quarters as separate projects - building the queue topics (basically duplicating maybe with slight variations - Q1,Q2.Q3,Q4) and topic groups as needed within the request queue and just reveal the ...

Oh yes, that is interesting. Something does seem to be amiss there. The documentation does say workers have view access to portfolios. I see what you are saying. I tried to share a portfolio with an individual that I know has a worker license, and the system gives a notice of restricted access. I th...

Bill, Setting up template(s) with preset folders would work. You could also copy and existing project if there is a folder structure existing within a project that is already in the system. The system gives you the below options when copying a project so you can select the status and just not clear ...

Dana, try the below. Project Report Owner>Home Group ID> Equal> $$USER.homeGroupID assuming all the owners of the project are the respective requestors and they are within the correct group. You would the have to share the report and daashboard(if applicable) If that doesnt work a few questions........

Becky, As far as I know, your idea of creating a requester account with a dummy email and sharing the general user name password for that account would be a good option. You could have a form and field within the form where the submitter could write their name as they make the request. You would hav...

Jazmin, Yes, there is list of options in dropdown when setting a new column rule. Today=$$Today is one of them. I have a report that I use this on and have set recurring sends twice a day. I use it to check on folks submissions making sure they have built their projects out correctly. -Elan Elan Nar...

You will have to manually manage items (seen, unseen), but at least you will be able to see that information a bit clearer with that advanced column setting. Also, perhaps set a dashboard report send periodically to comb through the entries/items. Elan Nardi

Hello, How about using "Last Note Entry Date", then in the column setting advanced options use conditional formatting (add column rule) to call out entries between certain dates (today, last week, between certain dates) (could be in a report/dashboard that also includes the " last note text". -Elan ...