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NicholeVargas
NicholeVargas
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  • @ibergeron I'd recommend starting with an issue report to avoid utilizing text mode (issues are a collection of a project). You can start typing in the issue custom fields, or find them under the Issues dropdown menu. Depending on what you mean by project - the project the issue is housed under or t...

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  • You are likely using Assigned to Name or Assigned to ID as the filter for your issue reports, which is only pulling in the Primary Assignment. If you change the filter to Assignment Users > ID or Assignment Users > Name, that will take into consideration all issue assignments. 

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  • @shirinshaikh If a user has at least Contribute access + Log Time selected (via sharing permissions) to an issue, they will be able to log time. If you are excluding issues from timesheets, a user would need to go into the object directly to log time. That may be a challenge when it comes to adoptio...

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  • Because the only login fields tied to the API are Last Login Date, Login Count and is Login Blocked, I'm not sure the system can go back and track user logins over the past year. Audit logs track the past 90 days of user logins, so if you were to set a reminder every quarter to check, then you'd be ...

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  • @KristinaWa1 Are you wanting the track the date in which a project moved to Current AND the date in which a project moved to Production? Or do you want this set up as an OR statement where the custom field will track the first of the two? This blog offers an example to show how to track status chang...

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  • @rhohl21 When converting the issues into projects, are those projects being added to a specific program or portfolio that your Senior Communication Manager already has access to? That way, she inherits sharing permissions without you or your project managers having to manually add her? 

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  • @Alexa_M_PSU I reached out to Product this morning and they said that the "old" Home won't go away until at least one feature, delegating work, is finished in New Home. There is no ETA right now that I am aware of and there could be one or more other features we are forgetting that we need to achiev...

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  • @ChristineFiorentino A few clarifying questions to try and nail this down: Did you add both users as the Project Owner the same way?Did you associate these projects to a program or portfolio? The inherited permissions could have trickled down giving one user more access than the other.Are you a Syst...

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  • I would double check their access level to confirm that Edit (limited) for Projects is selected and Edit is selected for Tasks. In the gear icon next to Edit for Tasks, be sure that Create is selected - see screenshot.  If both of those are selected, check the Sharing permissions on the project itse...

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  • Absolutely! When you click into your calendar, you'll have the option to "Add Advanced Items." In that pop-up menu, you'll be able to select the Task object and apply any relevant filters to only pull in specific tasks. Here is a short tutorial that provides a basic walkthrough. In the field for "Se...

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