Thank you so much Skye. The note reporting will come in handy, but the Journal entry report was exactly what I needed. And I'd have never thought of a journal entry report to capture system updates. Thanks again!

I just added some of my custom form fields to our update feeds. I'm wondering now how I could report on those field changes that appear as as feeds. For example, if a project was put in as 'not a rush' in the custom form and that field was later changed to 'rush' I'd like to know how many and which ...

Thanks for the quick response. Fusion is a good suggestion since we'll begin using that soon. I tried the email via setup/email/notifications but that appears to only let me choose a trigger of the project closing or system completion date. I'll need to see if I can attach a notification to the las...

Our situation is that we close projects as soon as complete, for billing purposes. However, we have one person who pulls campaign results (from claims systems) and we'd like to give him a reminder notification 150 days after project is complete, so he's not relying on putting reminders on his calend...

I've given up for now too; will revisit when I have more time and hopefully can still figure out a solution.

Similar I think... We're thinking about adding a 'project review' custom form where the design agency is rated. It would be a custom form within the last task. It would be a short custom form of a couple questions. I may not be explaining that well though.

Sorry, I should have clarified. It is an expense report, with expenses from each project. And the report is perfect as a report. it's trying to view it within a project that I don't get any results. Hope that helps clarify.

I'm trying to create a workaround so that our project owners (in the system as Workers) can view expenses on their projects. I've: created a project expenses reportcreated a project expenses dashboardshared the report and dashboard with the teamcreated a new custom section in the layout template and...

My users sometimes forget or don't realize they didn't select the name of who to send the Update to. We never have any reason to post an update without notifying a specific person. Is there a setting we can turn on that would require a person's name to notify?I don't believe there is based on what I...

Great - thanks for the update!