If you hover over the Time Off (airplane/gray box with bars) it will
show the Planned Hours and Capacity Hours the resource is allocated. So
if you base the resource off of a 40 hour work week and they are off one
day, it will read, Capacity 32 hours. If the resource is overallocated,
the box color ...
Yes, we name the tasks with the prefix in the templates so the phases do
not have to be typed in each time a project is createed. This assists
assignees that are on multiple projects to know which round they are in.
Especially when the assignee has to add their time to the task. I've
also created a ...
No problem. The change order tasks are for the change order only.
Duration has a standard SLA of .25 days and typically takes less than 15
mintues to enter the information. I believe the additional information
you may be looking for is Rounds/Iterations. We have tasks for Rounds
and depending on the...
I created a template with a custom form that is used for Change Orders.
When a change order is needed they drop in the template and fill out the
custom form. Parent Task: CHANGE ORDERS Child Task: Change Order #1
Child Task: Change Order #2 The task and custom form now have reportable
One question that came up frequently during the webinar is: How do we
add people to a project with not being assigned to a task so that
projects still show up in "projects I'm on" Answer: See this link on how
to Share Projects.
One question that came up frequently during the webinar is: If there are
templates that were used previously but are no longer being used, is it
safe to delete them? Will it affect past projects they were used on?
Answer: I recommend not deleting the template. Go to your templates
page. Click the ch...