You raise some very good things to consider...I will absolutely take them into account as we plan for this. A related question that has come up...if multiple business units are joining the existing instance and they routinely have projects that cut across units, what are the pros/cons to having on...

Anthony- Thanks for the response...the deck was very helpful. Though some of the research I've done suggests that global lists can be an issue for users (hundreds of filters/views/etc.) you suggest that you've been able to mitigate that problem by ensuring the users see only what they are supposed...

god bless this one!

I agree with Melinda with one difference. We created a Quick Response "bucket" project for requests that were only 1 or 2 tasks. Project requests are converted to some templated project and task requests are converted to a task and added to the "Quick Response". This way, all requests are tied to ...

Eric- Yes, I'm curious how you did the virtual partitioning. Do they operate like different instances (with different administrators, for example) or are they in a shared envrionment with access to various functions limited based on department? Do all "companies" still share some of the functional...

I ran into a similar problem and, like Melinda noted, I had to add a dummy task to each imported project to make it work. If you're adding actual tasks, my suggestion is to NOT have a project start date...only a task start date. The task actual start date will populate the project actual start date....

I am working on a new WF implementation for my 2nd organization. Usually, I am the system admin type working to make WF work better for the users and organization, so that includes everything from setup to reporting to optimization. I think the best use of this community would be easy way to share c...

Welcome, Alex! I wish you the best of luck in continuing the success of you organization. As a seasoned, near-expert, user in my second organization where WF has been recently implemented, I find the platform to be excellent. It is flexible, scalable, and delivers lots of opportunities to stream...