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. So...
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: descriptionkey=plannedhour.pluraldisplayname=Ttl Hrslistsort=intAsInt(workRequired)namekey=plannedhour.plural.abbrquerysort=workRequiredsection=0shortview=falsestretch=0textm...
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 somethi...
HI @Tamara Jones‚ - we organized our portfolios by the departments (clients) we serve THEN also have separate portfolios for major campaigns, such as Holiday 2020, that we run every year.
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 ...
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.