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Halie_Baer
Halie_Baer
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  • Hi Again, I pulled a report of projects and added "Program Name" and "Company Name" as columns. I would like to be able to quickly go down the line and update both of these fields in all of our projects, but I don't have the in-line editing option within the report to update Program Name and Company...

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  • This may be a dumb question, but I feel like I'm going crazy. I am try to go through all of our projects and update all the portfolio, Program, and Company information. When I try to fill in the Program, no options are appearing. I have double checked that the groups are all the same and that the pr...

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  • Hello! Can someone help me sort out the difference between document approvals and proof approvals, and when to use each? Our in-house marketing team solely uses proofs and never uses document approvals. But now without having a widget in new home for "approvals I've created," we have no way to track...

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  • Hi Madalyn, This doesn't quite cover it because we have coordinators that fill out the request forms on behalf of the requestor. For example: Issue: Project X Submitted by: JANE DOE *Custom Field: Requesting Department  *Custom Field: Requestor Name     *These being the fields I would like to pull r...

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  • Overview: I would like to be able to pull a report showing the answers to certain fields on a custom form  Background: We are an in-house marketing department. We get requests from several places (dealers, sales team members, and internal departments). I've created fields on the custom form we use f...

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  • Our users are not receiving notifications when a decision has been made on a proof they've created. What settings do I need to adjust to resolve this? 

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  • Hello! I would love to hear how your team uses Project Sponsors.Background: I project manage for an in-house marketing team. Wondering if this could be a solution for us to automate project requesters to get updates about a project without me having to remember to loop them in on any major changes (...

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  • Thanks! Do you know if there's a way to also filter to show only proofs attached to active projects? 

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