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JillAc
JillAc
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  • I created a new status (equated to "new") and I re-ordered it so it would appear 2nd on the list, under New in all the places in Setup. The status shows up, but it's at the bottom of the list. How do I make it be the same order as I put it into the Setup? (Am I making any sense  here) I want the ord...

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  • I found a great solution in the Cookbook page 21. Links in these threads never work for me, so if you search for the cookbook, there are a few pages on Notes reports.

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  • HiI have the simplest of simple reports that isn't working. It's a Notes type and the only filter isNote/User ID = $$USER.ID This should show any updates I've been tagged in, right? It shows 8 items and the last one was in 2021.  I just want a list of updates for user looking at the report. Where am...

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  • Has anybody seen any glitches with a Proof not having the correct Workflow showing in the lefthand nav? We are on V10 of a proof and the Workflow is showing 3 people have SOC - but none of them have opened or commented. There aren't even any comments at all in V10. Wondering if anybody else is exper...

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  • HiI am making a calendar and I am trying to eliminate any projects that fall within a specific Program related to the Portfolio that has Projects I do want to appear in the calendar.  We have one Program that is a subset of a portfolio so it is the only Program with a name in the whole system. But t...

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  • I agree with the cross-project predecessor master project recommendation. I find that putting all the tasks from multiple print projects into one project is too much to manage. The key to a project that has sub-projects connected with cross-project predecessor is to make a Custom View so you can see...

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  • Clearing the cache didn't help, I have learned that it's the first thing to try! Maybe this new version will help, I haven't noticed anything new yet.

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  • HiWondering if anybody has had the experience (and a solution!) for an individual's Interactive Proof to be missing elements of the website that is in the proof? For example, there are entire blocks of copy missing from his proof, as though they don't exist, the proof just compresses the page and el...

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  • Teams doesn't work for this, I went through the same thing. I now think of Teams as a placeholder for a group of people to grab a task and assign it to someone - it's like you are giving a task to a call center and someone has to answer it. So I rarely use Teams in projects, other than for sharing, ...

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  • I have an example of how I manage this with cross project predecessors that I find works pretty well, though the situation is slightly different. I find using Programs gets complicated and my team has trouble incorporating that additional level into their views, so I gave up on using it in any meani...

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