Hi Kundan, Yes, if you use "WFPro Navigation", you can add all the dashboards you want and have full control over what users do and don't see. And to make things even better, it won't break if you use New Experience because it's all in the reporting. Careful folks, keep paying attention to Truist a...

Hi Marianna, I couldn't agree more. Deleting drafts is really a pain when I think a little X in the UI would have done the trick. Can y'all please stop changing Classic for crying out loud? Thanks,Narayan

Hi Christina, It sounds like each user/group needs their own "confidential" portfolio or program within an overall "confidential" portfolio that they're allowed to see. Thanks,Narayan

Hi Yolanda, It sounds like ISSUE(MRF) is resolved by a project of its own, which renders it locked and not editable. In order to move the issue, you will first need to break the link between the issue and it's resolving project. This is handled by editing the issue and clearing the "Resolving Object...

Hi Jannah, You’re asking the right questions. Luckily, I’ve spent that better part of a decade in the trenches making all the same mistakes so you don’t have to. I’d avoid “Project Sharing” on templates because as you’ve learned, security is too granular and can’t be controlled broadly. What you n...

Hi Jannah, I suggest you use Groups for controlling security on portfolios, programs, templates, projects, queues, etc. instead of Company. People can be part of multiple groups, and as the instance expands, they will. Controlling security through a combination of methods for us at Truist has prove...

No, there is no built in mechanism for auto-rejections and I'm glad. A different approach will suffice. ‚If you add instructions to the form with a mandatory "I Understand" checkbox, you essentially force the user to think about what they are submitting. Development of features to replace common sen...

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Give WFPro ‚a try: https://wf-pro.com/textmode/text-mode-views/#average-weekdays-to-complete

Hi Kristy, not sure if you got a response but WFPro has an article on showing original issue details in your project report at https://wf-pro.com/how-to/how-to-display-original-issue-information-on-project-or-task-view/. Thanks, Narayan