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ShannonBo
ShannonBo
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  • I'm trying to remove/delete a calendar under the reporting section that was originally built by someone who is no longer with the company and who has been deactivated in the system. However, it won't allow me to remove it even though I'm an admin. I get the attached error message every time. Does an...

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  • Thanks, David! Here is the code from the report: actualCompletionDate=$$TODAYb-2yactualCompletionDate=$$TODAYb-2yactualCompletionDate_Mod=betweenactualCompletionDate_Range=$$TODAY-2yprojectPortfolioID=5b216cfb00aa6ec61ee025e10e3fe536 5a9055a500d9da99e9ec7f0de3b7f86e 5a03283d013d3f9866b32389fb3cfce0 ...

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  • Hi David - Sorry for the back and forth. I updated the report like you had attached but not it's definitely not accurate. It's only showing 132 completed tasks from last year and 3,437 so far for this year. I'm not sure what went wrong? Shannon Bodick Edina Realty Home Services Plus

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  • Thanks, David. This helps. However, it is still not showing YTD. I have a few other filters in there as well. This is what I have and it's not showing YTD. Do you know what I'm doing wrong? Shannon Bodick Edina Realty Home Services Plus

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  • I recently built a report that shows number of tasks completed YTD, year over year so it displays tasks completed from 2016, 2017 and 2018. However, I realized that for the 2017 and 2016 data, it isn't showing YTD. It's showing completed tasks for the entire year. I can I filter that to only show YT...

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  • "http://lp.workfront.com/admin-boot-camp.html">Here is a link that takes you straight to the page with all of the info on the admin boot camps. The price is $1,000 per seat and they also list out the upcoming dates and locations. Shannon Bodick Edina Realty Home Services Plus

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  • Is there a workaround for using the same exact field on multiple custom forms? I added a new field called "please select region" to one of my custom forms but need to go back and add it to the rest of our forms. However, every time I do, it says that the name has already been used. Is there a way to...

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  • Hello, My team is looking for the best way that we can view or see the various projects we are working all in one place so that we can see what others have going on, if there are a bunch of tasks all hitting on one date, etc. Currently, we can make a calendar but it shows all tasks for every project...

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  • Hi Clement, To make a report that shows active projects by month, first start by building a project report. From there, group it by "project > status", then filter it by "project > actual completion date between $$Todaybm and $$Todayem" (using the wildcards)". Then filter it again by project > statu...

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  • Thanks for the update! Just needed to know if I should try to eat lunch before or not. See you this afternoon! Shannon Bodick Edina Realty Home Services Plus

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