So, it would just be the timeline, so not graphical, but a clean look for easy access for your clients. Literally, what the project looks like, the report looks like. The other thing we do is create the calendar report which shows them a month, week, or ganntt view of the tasks. Again, I filter by t...

Hello, What I do with my team is create a task level report (filter by the project name), which simply gives you a report that looks like the project timeline. We also have x-amount of tasks we don't want the sponsor to see, so I created a custom field called "Sponsor Calendar" which the PMs select ...

Just a suggestion: 1. Add this as a task level custom form 2. Create a "View" that add this custom field at each task while looking at at project task list. This allows you to easily select which tasks you want to see at a calendar view Tim Brooks Invicro

Hello Yi Jing Goh, What I believe he is referring to is creating your own custom field with the checkboxes to show on a calendar view. It is how we operate as well. You create the custom field, and then add that filter to your calendar view to only show tasks you select to be seen. Tim Tim Brooks In...

Hello Ashley, We had kind of a similar situation where we only wanted certain people to see certain tasks. What I did was added a custom field called "Calendar View Options" and the PMs select which tasks they want to show on their calendars. For your scenario, you can add tasks to capture the detai...

Hello, We have a few tasks that we keep assigned to roles not specific people. When exporting it says "Job Role:" before the role is actually listed. Is there a way to remove this from the export? Thanks, Tim Tim Brooks Invicro

Hello @David Cornwell , I am actually not trying to filter out anything, I would like to show all tasks in the report, but within the report physically show the parent/child relationships. I actually figured it out since I last sent. It is a series of text mode code within task name. I actually got ...

What filter are you using to get the names of the individuals in the report? If you are using user name or ID, try using "assignments">"Name". What happens when you use the "User">"Name/ID" it will only bring in tasks where that individual is the only assignment. This is only the case if you have ta...

Also, can you have the calendar always be based on planned completion date? Thanks! Tim Tim Brooks Invicro

I had a request come in to change the task ordering in the Calendar Report. Overall, in the calendar it sorts by start date to show the waterfall workflow. We are very agile, so we were looking to see it in the order that is in the project, not the dates. Any way this possible? Thanks in advance for...