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MartyGa
MartyGa
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  • Anyone run into the Calendar Ownership conundrum? You may or may not know that calendars, unlike other reports, run with the rights of the person who created/owns them. We had a person recently change roles and found that all calendars he created and shared must now be re-created (copied) by som...

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  • When you filter on any text (contains, for example) you will be causing the system to scan all the text in every item on the system. Limit your filters to indexed fields and you'll be better off. These would be things like portfolio , program , status, etc. Dates are also generally ok, but when you ...

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  • I used to rely on https://community.workfront.com/table-database-relationships to understand relationships and values for text mode reporting. When I clicked the link from my favorites today I was redirected to the help menu screen. Anyone know where it went?

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  • This is a sticky one, Lucas. If I understand your question correctly, you are asking about reporting from the users' TimeOff tab. This is not readily possible. We've had some groups internally use a PTO "project" to get around this, then use a calendar to show it. This approach allows the manager ...

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  • Andrew, You may want to change the default to set this correctly for proejcts going forward. Your default for Cost Type parameter is set in the Setup area, Project Preferences, Tasks & Issues. For existing tasks, I'd recommend doing a mass update. Create a report that has the tasks that need to ...

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  • Thanks Anthony - yep. Tried the valueexpressions there. Easy to do in plain ol' SQL, but not so much in the reporting interface. Sounds like another feature request around the null replacement. Especially in graphing, as not many people like to see "NO VALUE". Appreciate all the comments. Those go...

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  • that's one scenario. it actually happens when any grouped data item is null. The report in question currently is an hours report grouped by work type (custom data element on our projects) and doesnt exist then in any time recorded against General Hours items on the time sheet. No value on the hours ...

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  • Phil - It sounds like you're storing the number as a text field? You may want to try using a custom column on the report then (yes, text mode) using valueexpression=NUMBER({MyFieldName}) to convert the string to a number, then you should be able sort as needed.

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  • Thinking about this more, this sounds like you may benefit from a matrix report, grouping rows by expense type and columns by Actual Expense Date? This would show your actual expenses by month by category. You could then also have a stacked bar chart, for example, showing the variations by month.

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  • Ian - I am not sure what you are looking for exactly when you say "Changing Expenses". You can report on planned vs. actual expenses, if that's what you are trying to pull, then group by planned expense date (month), expense type, etc. If you mean that people are changing the planned amounts, and ...

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