I have a reporting question that I am hoping one of you reporting geniuses could help with. I’ve started building a capacity report modeled after what DSW did. I have my capacity project set up with weekly tasks and a custom form to fill out our teams capacity. I was also able to create the report t...
Hello,I am trying to create a custom field that will track when a project moves to one of two statuses, Current (CUR) and Production (PRD). I was using a combo of ISBLANK and IFIN and below is what I have, but it not giving me any results: IF(ISBLANK({DE:Production Date Went Current}),IFIN({status},...
Hello, I am trying to find the best way to have a report that leadership and project managers can look at that will show our projects in a certain status (Similar to on hold) and also have a column that can have a status/note in there from the PM so everyone knows what is going on with the project. ...
Thank you, that worked! I forgot the brackets around project. I appreciate the help! And for anyone that comes across this also looking for help, I did make one update and used the following so that I was only pulling in Week Days. aggregator.displayformat=HTMLaggregator.function=SUMaggregator.value...
Thank you @Doug_Den_Hoed__AtAppStore and @ajdifonzo , I used that formula with the added missing bracket, and I am not getting a full answer back. They are all saying just "Days" with no actual number added even if both fields have dates listed. Is there something I need to add in as the Sign Date i...
Hello,I have a pacing reporting I am trying to create. It is a task report that is looking for our certain tasks we consider milestones for revenue recognition. I have the report set up pulling in all the columns I want, but I am having trouble getting the correct formula for text mode in a column.I...
I have tried type ahead, checkbox and text field, and all three are giving me n/a. Are there restrictions on what can be used in a calculated field? The Checkbox field on the portfolio is Emerging Market ClientThe Type ahead field on the portfolio is called OCS Mac Client Name The text field was me ...
Thank you Randy, I would not have guessed that! I am unfortunately still getting an n/a for the two calculate fields on the project level even though they are filled out on the program level. Do you have any other tips otherwise I might need to submit a support ticket.Thank you,Kristina
Hello! I have custom forms on the Portfolio level and the Project level and I am trying to get information from a custom field on the Portfolio Level to a calculated custom field on the Project Level but everything I am trying is not working. Below are the few options I have tried and all return an ...