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DavidCo3
DavidCo3
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  • Hi all - I'm open to either a direct answer or any alternative ways of doing this !I have an Assignment reportI want to group the report rows by the assigned User, and the columns by two custom Task fieldsThe custom Task fields are not available as groupings (via the UI) however I have been able to ...

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  • Hi Eric. My understanding is the same as yours. The only point to add is that there is also the option in the project preferences in the Setup menu, where you can choose whether to use the schedule of the project or the schedule of the primary assignment in the scenario that there are multiple peopl...

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  • Hi Sergio, Yes - you can do this using Schedules, which are maintained in the Setup area. You usually create schedules for each country (or state) where timezones and/or public holidays vary. Public holidays are setup as 'Exceptions' to the regular working day schedule. Regards, David.

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  • Hi Christina, Another perspective is that maybe you are correct to have created 3 separate projects, but the tasks shouldn't exist in each project - only in one of them. HOWEVER, you may want to view all of the tasks together as a single virtual project. In this case, you could create a task repor...

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  • Hi Polly, I logged a feature request for this back in March this year. I have just posted a comment on it asking for an update. If anyone else wants this, please sumbit a feature request too! Regards, David

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  • Hi all, Nice explanation from Eric, as usual. Today I created a cheat sheet (see attached), because it seems that every couple of months I am researching the topic of Duration Types, then forget what I learned soon afterwards and need to research it again later. Hopefully this helps others also! ...

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  • Hi Steph, In terms of working with Planned Hours, there are a couple of main approaches - both with their pros and cons. User Utilisation tool: Pros : Planned hours are distributed across each of the days in the time period. It gives you good overall % planned utilisation per day/week/mont...

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  • Thanks everyone for your suggestions. Polly - that filter removed tasks where the only updates were status/general updates, however I still saw the updates inside the fields where there were multiple nested updates. Doug - like the various combinations you tried, I also tried your suggestion wit...

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  • Hi Anthony, I have followed your suggestion, and it includes all updates. However, I only really want to show Notes posted by the user - not including status updates etc. I figure that there must be a way to filter it by update type. I have guessed and tried the following but this is not returni...

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  • Hi - please count me in too. It may be in the middle of the night, but I'll get up for it. 

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