Hi Jazmin, I just create the custom form as a "table". It is time consuming for the first creation but then it is done. Our business doesn't use video but I'm attaching a screen capture of what a custom form "table" can be. We also use drop down to give a many defined options to eliminate as many te...
Hi Katherine, We use the timesheet function to log PM oversight hours on projects and choose unbillable for the task. Rochelle Dr. Rochelle L. Webb, CSM Sr. Project Manager, Project Management Office MHMR Tarrant County Ft. Worth, Texas 817-569-4146
Hi Leslie, Yes, I would set them up as you described: UK_Producers, AMS_Producers, etc. Rochelle Dr. Rochelle L. Webb, CSM Sr. Project Manager, Project Management Office MHMR Tarrant County Ft. Worth, Texas 817-569-4146
Andria, If you want the comment/update to appear with the issue it is related to, you have to post when you have the issue open; otherwise, it will post at the project level. Dr. Rochelle L. Webb, CSM Sr. Project Manager, Project Management Office MHMR Tarrant County Ft. Worth, Texas 817-569-4146
Thomas, Make sure you are using SIMPLE and not EFFORT-DRIVEN durations. Dr. Rochelle L. Webb, CSM Sr. Project Manager, Project Management Office MHMR Tarrant County Ft. Worth, Texas 817-569-4146
Michelle, You need to adjust what "Rejected" means in Set Up. Go to Statuses and click on Issue. Review what Rejected equates with. If not in progress, change to in progress. The scenario you are describing is that rejected equates with Complete or Done. Dr. Rochelle L. Webb, CSM Sr. Project Manager...
I didn't recreate the wheel! WF training is fantastic. Train users now to be self-sufficient and use the learning resources available. Dr. Rochelle L. Webb, CSM Interim Director, Project Management Office MHMR Tarrant County Ft. Worth, Texas 817-569-4146