Hello, I am trying to figure out a report that I created called Planned vs Actual Hours by Project. Please see attached screenshot of report. If you look at the screenshot, you can see the first group of hours displayed by project. The screenshot is only showing 1 project. It then filters the data b...

Hello Karen, We are not attaching a report. What we are doing in aggregating all the notes for specific tasks together in a report. So, as an example, I was talking about Client reviews - during that meeting, someone opens up the task of client review on the schedule and they take all the notes for ...

in filters try this Note> Note text is not blank and Note> Is Message equal (case sensitive) true and project users> User ID equals $$User.ID

Created a report called "Consolidated Notes." We can then add notes to specific tasks and the report pulls all notes and consolidates them under the tasks. As an example, we do designs and then we review with our clients. During the review, someone is taking notes directly to the task of client revi...