This is great advice! I'm not sure how to apply a custom form to users. Could someone point me to a resource/documentation on how to do this? Very appreciative of all the helpful responses! @Randy Roberts‚

Thanks Anthony! I think I'll go ahead and try this method out. I'm a bit rusty on creating calculated fields. If I wanted to display the "converted request originator"s home team name, do you know what text I'd use in the calculated field? I've been scouring Workfront's documentation but I can't fin...

I created a project report that is grouped by the Converted Request Originator's Home Team ID, and then I edited the text mode code to display the home team name instead of the ID, which worked. However, in the Summary tab, the data isn't broken out into separate sections by home team ID/name, it ju...

Omg how exciting! How do I claim the $50 gift card?! Erica L. Lorenzo Writer-Editor | Marketing & Business Development | BKD 910 E. St. Louis Street, Suite 400 Springfield, MO 65806 417.831.7283 Ext. 10061 [cid:image001.jpg@01D601F6.69ACC040]<></>

Hi @Olivia Miasik‚, unfortunately I don't think they've created this capability yet.

So true! It's the small victories you achieve on your own that are so rewarding!

After more research I figured out how to edit the dropdown menu by Group. Consider this issue resolved. Thanks!

I need to move the "Dead" option to the bottom of the Project Status dropdown list. Under Setup > Project Preferences > Statuses, I've moved the "Dead" option to the bottom of the list, but it doesn't reflect on the dropdown menus of any projects. The field in the top right corner says "System statu...

This was something my company desperately wanted when we were going through implementation but were told wasn't possible. That as well the due date calendar field to automatically gray out dates that don't allow enough time for the project to be completed. Erica Lorenzo Writer-Editor BKD,LLP

Hi Barry, I just tried out your solution and it's almost perfect! The only issue I have is that deliverables without a graphic designer assigned also display. Is there a way to hide or delete all deliverables that don't have a graphic designer assigned? I've uploaded a screenshot of my current repor...