All of our emails have a view online link that we use for proofing. The only issue we've run into is that if we're going through a second (or third or fourth...) round, we can't upload as a new version, because the URL is different.

Does anyone work in an internal marketing agency and want to share your billing/financial model? We currently bill back exact hours and are contemplating going to an allocation model. I would love to hear the experiences of others as we explore our options.

Yes! My clients have been asking for this since we implemented. The fields would only be mandatory if you were submitting. If you were saving we want the ability to leave fields blank.

For an immediate solution, I created a custom form with fields for a year, campaign number and job number. This form lives on all projects. Then I created a report titled "Next Job Number" and every time we resource a job, we also manually give it a job number (and fill in the year and campaign numb...

Yes! We also live and die by our job number and they quickly climbed to 6 digits. We also have been manually putting them in the project name, because there is no other place that has that immediate visibility.

"Hijacking the Hot Mess Express" "I find your lack of documentation disturbing" "Project Management Frowns at your Shenanigans" "This project is so hot" "Don't call me Ariel--my name is Helvetica" "Rush project? Bring it" "Rush Project? Every Project" "Resource management--it's kinda a...

I will also submit a feature request for it. Hopefully some additional support will get it moving faster. It's shocking to me that it's not a standard feature.

It is. We're running into issues where they're trying to shorten files names--while keeping all pertinent information. Also the PMs are used to having the project numbers burned into their brains, and 6 numbers is stretching their mental capacity, since they're used to 4 digit numbers. :-)

We've been using the reference number for a project as an identifying job number since our implementation. This was working OK--but after only 6 months in, the number is already 6 digits long, so we're on the hunt for another solution. Does anyone have any recommendations on how you populate job n...