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lhedrick
lhedrick
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  • By the way, what does view record count actually do. For some reason it will not allow me to uncheck it. thanks again.

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  • Ok, that is a great place for me to start. Thank you so very much for your help.

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  • That looks very interesting. How exactly did you build it. I went to create a new report but did not see anything about resource allocation report type. We do have a pool that is attached to each project so that might work Thanks so much.

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  • Yeah, I already have a report doing actual hours but thanks anyway.,

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  • For all roles grouped by each project. So for: project x - Account has 10 hours, Digital producer has 5 hours, Creative lead has 3 hours, etc‚Äö√Ѭ∂ project y - Account has 24 hours, Digital producer has 21 hours, Creative lead has 17 hours, etc‚Äö√Ѭ∂ project z - Account has 43 hours, Digital produ...

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  • I want to have a report, grouped by project, that shows all roles and the total number of hours for each role. So for instance, I want to have a list grouped by each project, showing all roles involved with each project (Account Management, Digital Producer, Creative Lead, etc‚Äö√Ѭ∂.) and the total...

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  • 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 ...

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  • Thanks so much for your feedback. I was able to get it to work the way I need. Pulls in all issues not yet converted to projects from new request as well as issues related to projects.

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  • 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

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  • Thanks. I finally got it to work the way I need.

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