I am trying to build a report on Goal reporting. I have setup each Goal as a Program within WF. What I would like to have is a report that displays the below by program. I think I could do this in 3 reports for each goal but that would look clunky and I'm hoping to get this information in 1 report. ...

I am have a report that lists projects by program and then by status. What I am trying to do is only show the Progress Status Icon for projects with the status of Current and Planning (I do not want an icon for projects with any other status). I have tried a couple of different things but cannot get...

I am pulling in a custom notes column to take notes by task in a dashboard during a meeting. How this is setup (thanks to David on the forums) is that if this is a top level task (0 indent) then I pull in that tasks Notes, if it is indented past 1 I pull in the parent task notes. This is so I have a...

Thank you David, that worked great, but now I cannot inline edit in the report. Any ideas? Ryan Eide Amazon - ERMC

Does anyone know how to do a If/Then statement in the reporting. My tasks have a custom notes field and I only want to show the notes at the parent task level, below is how this would look: If parent is a project (identifying top level tasks) Show task note If parent is a task Show parent ta...

Thank you Vic, Doug, and Tami. Tami, that was exactly what I was looking for. Quick and easy initial implementation. Thank you as well for the meeting offer, I'll reach out if I run into any issues but I think I'll be able to get that done. Vic and Doug, that's a little more advanced than were we ar...

I want to get a short blurb by project from the Project Manager. My thought is to pull in the Last Condition Note and have PM's post it as an update but it will be wrong if the PM has to make another update. My second thought was to create a custom form but my concern is that I'll lose the historica...

I would like the ability to have budgeted hours deduct from available hours from all projects, even if the other projects have a higher priority. Currently the available hours in Projects of higher priority do not deduct the hours budgeted in lower priority projects. Once hours are budgeted I would ...

When in the resource planner I would like to be able to distinguish between projects that have job roles with hours planned on the project that has negative available hours (meaning at least one job role does not have the capacity to do the work) and those projects that all job roles have positive a...