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JordanMa
JordanMa
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  • WBS in a project is great, getting the indentation formatting without the horrible -- ----- ------- ---------- workaround on a report is difficult (or was for me) but it's possible!

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  • All of my task custom fields fall under here and appear to work the same as I'd hope for... If not for you, you can always create another (probably not ideal) custom calculated field at the project level, that brings over the task level data and filter like that.. Calculation would be, CONCAT(Task.F...

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  • Gosh, again not seeing these... I've modified my original report from the top to the bottom. We had photos for internal resources at first but I've done away with them. It is actually very simple... If you added in a column for say, Project Name, do a conditional formatting to say if project name = ...

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  • Hi ! I am attempting to report on budgeted hours along with budgeted revenue per resource, but am running out of luck... On the "Utilization" report, I can do this at a project, portfolio, program level but not user. On the resource planned, I can't add in the revenue. We need those to things in add...

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  • Hello! If I have either a bar chart or bubble charts w. Planned Completion Dates as an axis, is there a way to get the dates to populate vs the month's number? ... (January=1, Feb=2, etc.)Any insight would be appreciated!

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  • Dashboard was the only way I could see it as well, but we've got some folks in say SL1 & SL4 so we wanted an all encompassing that totals everything up just as the matrix would. I might just have to go with the boring standard reporting :-) thanks for your insight! Jordan Martinson LeaseTeam, Inc.

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  • Thank you!! The SL Categories are Custom Fields @ a Project Level Form; There is a Field for each, PM, SL1, SL2, SL3, SL4 and have dropdown values.. So select 1 resource on each field. The issue I'm running into is that it will not allow me to add in the extra groupings for the additional categories...

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  • Hello! Hoping someone has figured out how to add further info to a Matrix report. Vertical = Project NamesHorizontal Group 1 = Resource Category 1 (SL1)Horizontal Group 2 = Resource Name in SL1 CategoryHorizontal Group 3 = Planned Go Live Date Need: Add in Resource Categories & Names for Rescource C...

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  • I'm terribly sorry for the delay, I think our firewall is blocking my auto emails from here! Obviously I should be paying more attention because although I've figured it out, it likely would have taken less time! I manipulated the layout a little bit as I'm going to change plenty more on the report ...

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  • I'm assuming your percentages are based off some sort of hourly/weekly basis as you're getting to this number manually. What I would do is take your manual calculation and created a calculated, custom field that equates to what you're looking for and populates automatically..? Or am I over simplifyi...

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