One thing that we try to get our users to include in the creation month and year in the report description. So we have at least some record of when it was made. Not as ideal as Doug's solution though.

This is what we do on those projects where we have those different costs.    If the end users are on board, you could have say three tasks setup for logging time. One at the task level with that custom rate. Another at the user level for their assigned rate, and then a third to be based on their job...

I like this idea. I could see our setup taking advantage of this. 

I would also be interested in what the solution for this is.

Hello all, Is there a way to mark an already active project as approved? Most if not all of our projects are approved before even being added to WF, so they jump straight from Idea to Current. Where this is causing issues is with the Portfolio Optimizer. It seems like this approval button is what's ...

Came here to second Stacey's note. Fought this for a bit with some task reports when I first started. 

I'd second @ElliotLe's idea. The Planner lets you make a pretty advanced custom filter (team, job role, group, etc) and the view also lets you customize how the data is shown.  

Hi David, I cut down on the IF statements (I'm not that great with them yet). This might work for you   displayname=Current Task(s)listdelimiter=<br>listmethod=nested(tasks).liststextmode=truetype=iteratevalueexpression=IF({name}="Test 1",CONCAT(" * ",{name}," - " ,{plannedCompletionDate}),"")valuef...

Sounds great. I'll send you a PM.