Thought I’d add this, in case anyone else finds it helpful. Hopefully it makes sense.We had an immediate need for establishing a parent/child relationship, so we developed sudo relationship using calculated fields and Fusion.Currently we are using a process where we assign a parent project to each c...

We actually have a similar process to what Chris described. We have a custom "Project Title" field that we set as a required field, and have trained our users to use that instead of project name. We then have Fusion creating a job number, and concatenating the job number and project title fields to...

Hi @Brandon Solomon‚, Here's text to allow you to pull the company group name into a project report: displayname=namekey=view.relatedcolumnnamekeyargkey.0=companynamekeyargkey.1=groupnamekeyargkey.2=namequerysort=company:group:nametextmode=truevaluefield=company:group:namevalueformat=HTML If you wou...

We had the same request and we used a section that was viewable/Editable by those with permission to Manage the Project. We then added it to a view for them, so that they could see/enter/edit them right in the view. So far they've been happy with it. Much better than a separate sheet outside of the ...

Hi Pavlin, I haven't found a way to bulk edit % Complete, but I have found a quicker way than clicking on each one at a time. Go into a view that shows the % Complete column, click into the first % you want to update, edit it, then hit return. This will take you to the % on next task down where you ...

Having the ability to check/confirm barcodes, QR codes, etc… directly in the proofing tool would be a big win for agencies in the packaging environment.

@Jeremy Flores‚ We have, but the problem with that is that if I'm using any other rate (user hourly, fixed hourly) for the planned revenue, then we're getting those rates from that calculation, and not the role hourly rate. That's why we truly need it decoupled. I figured I could also utilize Fusion...

@Jeremy Flores‚ We're trying to calculate a total on each task that is based on the role hourly rate, but we need it decoupled from the planned or actual hours. Essentially duplicating what planned/actual revenue are already doing. It's a task form. Thanks!

EDIT - This may only apply to filters now that I think about it. Can't test until they fix. Randy - You can turn off the ability to share in the access levels. We did that, as we encourage users to create what they need, but we don't want them just pushing them out to everyone. We handle pushing out...

Hoping someone can lend some guidance. I'm trying to pull the Role Hourly Rate into a custom calculated field, and I cannot get it to work. Anyone else using this in a calculation? If so, how did you do it? Using "role:billingPerHour" I'm able to pull it into a view and a report, but it's not workin...