You too Linda! And one last recommendation I just thought of while
working. You could build a project report that lists the projects in the
first column THEN pulls the "printer" project form into the remaining
columns. THEN just share the report with the vendor and set his login to
open reports. Something like this. Project A Quantity Paper Type Due
DateProject B Quantity Paper Type Due Date
Hi Kris, While on the tasks tab of a project, add the following code as
columns to a view: Total Hours Assigned to the Task:
Planned Hours by User: displayname=Planned Hours by
Hi @Linda Kaplan‚ - you could create a project level custom form with
just those fields the vendor needs to see then after converting the
request to a project add that form. Give the vendor a free review
license then share the project and direct the vendor to always look for
that form titled something like For Print Vendor.
Need a way to move/copy an issue form to a project. Right now, applying
the form upon conversion is the only way to ensure that any custom data
is transferred from the issue to the project. Therefore if you didn't
select the matching project form when converting, you either re-convert
the issue, or you need to copy and paste the data from the issue form
into the project form manually.
When an issue is entered on a project with a status that equates with
complete that issue should honor the route and be seen as active so it
can be resolved. Currently issues entered on on hold or complete
projects go no where.