Sounds like 'Task Completion to Task Dependants' under 'Information about work assigned to me'. Notifications operate outside templates, so simply enabling it under 'Setup, 'Email', 'Notifications' should be all you need. Barry Buchanan - WMA Work Management Australia

Portfolios have a budget but programs don't. So unless you want to build custom forms to track this, you should start with Portfolios. Adding a project to a portfolio should reduce the remaining budget in the optimizer, and you should be able to display this in a report. Can you be more specific abo...

Given that a report returns one row per item that matches, if you build a single report with columns for new and columns for refresh then each row will have at least half the columns blank. Perhaps you could keep them as separate reports, but display them side by side in a dashboard? Barry Buchanan ...

It would also be great if, when you start a story in one iteration and don't complete it, moving it to another iteration still left a history of hours in the original iteration.

In text mode you can add a third grouping.

Why is this still flagged as below threshold? As of Feb 2020 it has 710 points.

You don't need the IF in front of it do you? Just add it in as one of the conditions in the OR sections: $$USER.ID = XXXX DE:Project Manager Segment Alignment=Segment A, Segment B, Segment C DE:Project Manager Segment Alignment_Mod=in projectID=5c0xxx projectID_Mod=notin status=AWF NEW status_...

Dear Erica, There's a couple of steps here. You can put a filter on your task report based on number of children (greater than 0 or not null) to only show parent tasks. You may be able to filter more (e.g. if you have 15 'setup' tasks, maybe task number >15 AND number of children >0, or maybe parent...

Dear Kevin, Sadly, I can't give you a clear and precise answer. You need to keep in mind that multiple people can log hours to the same task, and even the same person can log hours as different roles (with different rates). So behind the scenes every single hour entry is calculating a rate, but cert...

Things that won't be isolated (i.e. everyone of the appropriate level will see) include:Job RolesPeopleCompaniesTeamsUsing groups, you can isolatePortfolios and projects within themCustom formsProof approval Workflows (although not really using groups for this one)You can't really isolate the follow...