Hi Vinay - At one point we had a similar need to track the prior values of a field, and I needed to be able to pull it into reports that included additional data - essentially ruling out journal entry reports. @Doug_Den_Hoed__AtAppStore helped me work through a couple iterations of calculated fields...

The only solution I'm thinking of that would allow us to harvest information off of a specific child and populate it on a parent is along the lines of some Fusion automations we've done.  If you're interested, I'm happy to share details of what we've done.

Hello - is Fusion an option in your instance? We leverage fusion to take an inbound request and then create the needed project and pull in a number of related attributes. Based on your description, I'm picturing something similar that could create the multiple items and replicate requests, if needed...

What is the logic for what task to reference?

It sounds like a report along the lines of what Randy described should meet your needs.  I mocked one up using some test projects in our environment.  I left the default column names so it would show what is coming from the task that the report is based on, what is coming from the parent, and what i...

Hi - Could you clarify is your goal to:1) have a report2) to drive assignment of approvals on a task Either way, I'd be hesitant to use a calculated field for this because calculated fields only update when the record they live on is updated. This means if the change is made on the project object it...

Yes, if I was building this in Fusion I would likely use a scenario that runs daily and searches based on the criteria above. Others have more experience with the email notifications and can speak to any items to watch out for, but your ask is doable.

Doug - thank you for digging into this question! In our organization we've historically linked a project to a set of sold work; therefore, splitting it into multiple projects creates the need to be able to link it back together to be able to answer the question "did we deliver everything we sold". I...

Hey @Doug_Den_Hoed__AtAppStore - Could you share some more details on the Baselines and Baselines+ you reference? One of the challenges with baselines that we are faced with is around project expansion (aka scope creep, change, etc).  Currently if an additional set of tasks is added to a project (ei...

@RandyRoberts - is there a special tool you used to pull the above view together, or is it a bunch of copy and paste screenshots?  I really like it for some of the documentation we need.