Hi @ab_cdef,   Aiming to strategize the Least Amount Of Work from where you are now...   Assuming this is a repeated process, if you are at liberty to change the process so the project IS (instead) created by converting the request, AND you chose the Form 95 Percent at the time (leveraging Workfro...

  Hi @ab_cdef,   I concur with you and @Sven-iX, and if you're looking for the easiest path, suggest you manually copy Form Full as Form 95 Percent, then delete the 5% you intend to exclude...or (noting such an exclusion does indeed lose data) move them to a special Save Just In Case section within ...

  Hi @FrankatMSC,   Negative, but one common pattern is to change the Workfront settings to automatically delete Requests upon conversion to a Project (or Task): no Request, no files added to the wrong spot.   That said, it's a big decision, so Proceed With Caution...   Regards, Doug

  Interesting idea  @Alex_Di,   Once you've set them up, you could try to incorporate the Project Genealogy and/or Project Original Or Copy parameters in your new business rules features...but because calculations are "after the save", I suspect it might be more fruitful to replicate the concepts in...

  Great stuff @KierstenKollins -- thanks for sharing!   Having reached the edge of what's possible within Workfront natively using Kiersten's technique, @MichaelSMN, if you are interested in doing similar but:   over time (e.g. by week, month, quarter) and/orat the Project > Department > Role > User...

  Indeed @Sven-iX,   All set: at your convenience, I invite you to review my How To Detect Copied Projects (aka "Project Genealogy") post.   That a satisfying side trip: thanks again!   Regards, Doug  

  There's a bit more to it, @SVEN, but you're on the right track.   My POC is going well -- better than I expected, in fact, but due to what I suspect is a bug -- so when I write it up, yes, you win honorable mention   Regards, Doug

  AHAH! Thanks @Sven-iX!   Your excellent recap of this years-old "detect copy" challenge for @AdamCnote just gave me an idea.   I'm going to test it out right now, and will report back shortly with a reply to this post. Stay tuned...   Regards, Doug

  That is fabulous @LanggCass!   I was simultaneously IM'ing you about your earlier "more than 70 forms" post, which is no longer there, presumably because you slogged your way through and got it working.   Well done, love the laminate/t-shirt ideas, and thanks for such a fun and fantastic Thank You...

  Hi @LauraEr,   In addition to the Fusion option @_Manish_Singh mentioned, another approach could be to create an Hour based Matrix Report that horizontally groups the actual hours by month, vertically groups them by Project, and filtered to include only those hours whose Entry Date is before $$TOD...