Hi - If you want an OR with an EXISIT Filter, you add the OR:1: in front like you would with other filters. For an example: Here is one for an assignment report. Show all assignments for people in the Creative Services Team or Creative Executive Team whether it is their home team or not. You will s...

HI Lindsey - Not sure if you knew this since I haven't seen anyone mention it, but you can put the Workload Balancer on a Creative's Dashboard. Go to the WLB in the resourcing area and set it up the way you'd like the default to be for them (daily/weekly/monthly, 2 weeks/4 weeks/6 weeks/12 weeks, g...

Hi Christina - Unless you have an API automation or Fusion, you can't go from Project to New Request. However, last year, we released the feature that you could create a new request from a "copy" of an old request. In a sense, it copies everything, but it is a completely new request.

Hi Rafal - Unfortunately the Run Report As applies to permissions/access and not filtering. It is great to use this, for example, if you have a dashboard/report for an executive. You can run the report as a system admin that way you know they are looking at all the information in the filter and not ...

Hi Liza - Rafal is correct. When you put a dashboard in the left nav of a single object (i.e. Portfolio, Program, Project, Task, Issue), it will auto-filter the reports on that dashboard (minus Calendars) to pull information for that object. This is fantastic for like a report "tasks due today" as...

Hi Drew - Not only can you not sort items within your collection (if you were displaying more than one value at a time), but you also cannot sort your projects by any of the values in the column (even if you have just one value showing). @Doug Den Hoed‚ has some great reporting tools if you have s...

Just to chime in here... remember that a calculation only updates when the object the field is on is updated. This means, just because the Resolve Project has a new Planned Completion Date due to a change, the issue and its calculation don't update right at that moment. Now, once the issue is edi...

Hi Derek - Do you have one person/role assigned to your tasks? Or do you tend to have multiple? If you have one, then you can use a task report with planned hours vs actual hours grouped by Role. If not... things get tricky. Unfortunately, when you break things down to the assignment level, the info...

Yeah, I can totally see why that is misleading. They were trying to talk about the fact you didn't need valuefield or valueexpression, but the overall syntax is still wrong. @Jonathan Chen‚ - Can we ask someone to please correct this? The table underneath the Tip is correct, but as Manish pointed ...

Hi Manish, so close! For Calculated Fields though, you don't use the "tech name" or camel-case. Just the regular name. For Program... Project.Program.NameFor Portfolio... Project.Portfolio.Name SIDE NOTE for people who change names for objects: If you rename an object in your terminology setting, th...