Hi Chloe - thank you for this. I also want to consolidate my forms as we have tons of duplicates. A couple of questions about what you've done: So you are just deactivating the duplicate form, not deleting it?Did you confirm that data on previous issues (the ones having the old form) was still the...

We have done this on a few occasions. Our process was to create the project, then disable inherited permissions, then create the tasks. Each task must then also have inherited permissions disabled to ensure someone doesn't accidentally get access. Lastly, the desired people are shared to the appr...

Hi Janine, Sorry I am late to the party here! We have "Admin" Projects for each major organizational unit. They have a single task per user that have start/end dates covering the entire year (we decided on calendar, could have easily used fiscal). We then assign planned admin hours to that task f...

Hi Ryan, We do two things that have worked very well in our environment. One has to do with Access Levels and the other with Templates. In all of our access levels, when someone creates a project, their manager is automatically given Manage access to that project and their company is given View acc...

Hi Rebecca, We have a template like this for a very strict release process we've got. When using this template, the user just has to input the predetermined release date as the completion date for the project and all of the task dates get set as per very specific guidelines. This is done with pred...

Our workaround utilizes updates. When the reviewer has completed the work (in our case this is usually a vendor with an extremely limited role in a project - not worth utilizing a license for), they post an update to notify the PM or person responsible for them. That person has a plan license and ...

So glad I wasn't alone in not knowing this! @TerryHynd is a genius! J Alison Wells, MBA Senior Business Analyst Corporate Information Systems Business Systems Group Community Administrative Support Building (CASB) 2530 Divisadero St, Fresno, CA 93721 Office: (559) 459-7008, Internal: x57008 Cell/Pag...

Hi all, Hopefully this is an easy question, but once you add a chart to a report, is there any way to REMOVE it? Yesterday I copied a report that at some point had chart settings input and could not remove it. This was an issue because I wanted to remove the grouping, but the report would not let me...

We actually do this. In our environment we have a "support" project that has tasks for each person created each year. The task start/stop dates are 1/1-12/31 and the planned hours are a percentage of 2080 as determined by management. This task then shows on the timesheet and can be logged against fo...

We do a little of this, primarily with Projects because of the data they need to have to support accurate reporting. I have a New Projects Report Audit Version that is automatically sent to me each Monday. It lists all of the projects created during the past week and a handful of key fields/data ele...