Unless there is a super tight budget, we normally broke out the roles and responsibilities to be the PM is in charge of dates, and the RM is in charge of hours.

I have some text mode that might help. But it is for a document version object type (because the hierarchy is proof approval, document version, document, and then etc. etc.) It is Proofs Pending Your Approval on Current Projects EXISTS:1:$$OBJCODE=DOCUEXISTS:1:ID=FIELD:documentIDEXISTS:1:project:sta...

Usually the PM would do a status update and tag the Resource Manager so they were aware things on that project changed. That was pretty much enough for the RMs I worked with. They lived in Workfront and half the time already fixed everything before the PM even finished the update. LOL!. Definitely ...

Hi - maybe I misunderstood something, are you trying to get updates on an issue or on a document or both? You can do notes that include documents, but my idea for you to easily export the issue's updates might not work. You just need to make sure you are including Note Obj Code DOCU so you get docum...

Thanks for the info! Well, I can't get anything perfect, but here is what I was thinking. For 1, your request makes sense, but I'm not seeing anything that would work. There isn't like an entry date for the approval or an "activation" date. It is very weird. We'll have to see if someone smarter t...

Hi - can I ask for some clarification? What do you consider the proof submission date if it isn't the creation date? Also, what do you consider a submission if it isn't a version? Do you mean the number of approvals that were requested? Thank you :)

Just to confirm, the users have a primary job role on their profile correct? If they do, you might want to contact support. I have used Resource Planner since its Beta (and the old Flash-based Resource Grid) and I've never seen a role disappear from a task just because a user assigned themselves. No...

For updates, you might need to do a Notes report showing Note Text, Owner Name, and Entry Date (and for filter Note Text is not blank). You can then put that into a dashboard and put it in the layout template on the left nav for issues. That way your team can easily get to the report and export that...

Thanks for the contexts! :) Since your team starts with a template, my suggestion would be to have a custom form attached to the tasks and mark them as deliverable. (It can be something like "Is this a deliverable" and then say Yes). If your Project Owner needs to create a new deliverable, ask th...

So to clarify, you don't have at least 1 task for each deliverable? Usually in my timelines, I have a parent task or launch task or something for each one so that is where I was heading. But if you don't, maybe you can just put on the project custom form a Number of Deliverable field. (Just make sur...