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MichelleYa
MichelleYa
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  • I'd like the links, Doug. Thanks!

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  • This was a pretty disruptive release item. It created a lot of problems for users that certainly could have been avoided with a more flexible release timeline or more in-depth vetting. I agree with your take, David. Michelle Yard Manager, Marketing Operations Insperity Houston, Texas

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  • I have a report I can run to show a specific user's assigned projects, but I'm wondering how a "$$user.ID" report (one that the logged in user runs) would differ from the Projects I'm On view under the Projects tab. Just interested in learning if there's a different use case or actually different da...

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  • Will do tonight. I keep forgetting when I get home, and we do not have access to google docs. Michelle Yard Manager, Marketing Operations Insperity Houston, Texas

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  • Danielle, I'm in the process of revamping our portfolio-use best practices, and we'll be moving to a version similar to #2. Our Portfolio will be set up annually by stakeholder (business unit or high-volume subgroup), then portfolios for campaigns, major initiatives or, where appropriate by collater...

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  • I think the custom status is your ticket. We've created custom status and found them to be easy to create and very helpful for channeling projects to the right team members before (or if) they are not for a specific group of users. I recommend playing around with this in your sandbox, first, however...

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  • This is very good news! Thanks for the heads up, Skye. I second the request for reports. So many I don't want to delete but don't want to see all the time. Michelle Yard Insperity

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  • I just got back from a week of PTO and found this response, Vic! I'll give it a try later this week and report back. Appreciate it! Michelle Yard Insperity

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  • Another option might be to add the freelancer name or initials (or word Freelance) at the end of the task name. Your CD should be able to do that, and it would be visible in their My Work/Home view. If you report out by task name this is a non-starter. Otherwise, this might provide the visibility yo...

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  • I like this idea (says a Houston person). Michelle Yard Insperity

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