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  • 21-06-2016
    Is there a way to add a custom form to an object by default? I have Project Level custom forms attached to templates, but I am looking to have a Task or Expense custom form automatically added when a task/expense is added to a project. Any ideas? Thanks!

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  • 21-06-2016
    I am building a task report where I want to report rates based on role but instead of displaying the assigned user's role-based rate, I want to display the project's custom rate for that role. Right now I am only able to surface the user's rate and their role rate. Even better is just showing the ef...

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    20

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    4
  • 21-06-2016
    We all love being appreciated for the work we do. Everyone here selflessly shares of their valuable time, mental energy and knowledge so often. These efforts regularly make a huge impact on community members' ability to be more effective and efficient at their jobs. Take a minute and thank someone w...

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    11

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    0

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    4
  • 21-06-2016
    Hi All - I am trying to create a custom form field to show the % variance from 2015 to 2016 with an IF statement to display 'No 2016 Data' if we have not received it yet. I have created a custom field for 2015 Valuation and 2016 Valuation; in the 2016 % Change field I am using the following: CONCAT(...

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    10

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    2
  • 21-06-2016
    Anyone run into the Calendar Ownership conundrum? You may or may not know that calendars, unlike other reports, run with the rights of the person who created/owns them. We had a person recently change roles and found that all calendars he created and shared must now be re-created (copied) by someone...

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    5

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  • 21-06-2016
    When a request for assignment comes through, is there a way to notify the requester that the person being assigned is PTO?

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    2
  • 20-06-2016
    Hi everyone - I'm looking for inspiration. I have to produce meaningful project status / quality dashboards. What I've been using so far is a bunch of boring reports, no color, no graphs. Would you be willing to upload a screen shot of your colorful project status reports or dashboards? I want to st...

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    62

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    0

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    14
  • 19-06-2016
    Is there a way to backdate project actual completion date in kickstart? When I try to import via kickstart it is setting acutal completion to today's date, despite filling in the columns setActualCompletionDate and setActualStartDate with the dates for setPlannedCompletionDate and setPlannedStartDat...

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    13

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    0

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    1
  • 17-06-2016
    Hi there: Here is the issue we are facing... and I am open to any suggestions you might have... A new campaign scheduling standard was tested and it is causing issues with how our users find and manage their work. After the Leap conference, we found that many WF users create one large schedule with ...

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    19

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    0

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    7
  • 17-06-2016
    I have a custom form on a task that has a few numeric attributes: Jan Budget, Feb Budget, Mar Budget. I'd like to add another attribute to the custom form that shows the sum of those three budget attributes. SUM(Jan Budget, Feb Budget, Mar Budget) doesn't work. I can't get it to sum any custom attri...

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    20

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