Hi there, does anybody have a sample project template/series of steps you go through when offboarding a system administrator and/or a user who owns a lot of objects within your instance? I'm thinking of situations such as reports owned by the offboarded user that may need to be set up with a "Run As...
In the general project update section, typically you can see all the updates linked to a task comment, document comment, etc. Now they are not showing - you have to go into documents to view a comment on a document. This is frustrating. It used to be this way and was updated, but now is reverted ba...
When creating a report, are you able to filter by decision status for documents uploaded as proofs? And is there a way to also filter to only see current projects.
Hello,I've set up a Team and assigned a home page layout for them and saved, but when I login in as one of the users the layout I've created doesn't show. I've tried re-saving, logging in as another user and still nothing.I would like this particular group to have the layout I've created. Any advice...
Is it possible to create a report that shows the user login history? It would be good to be able to see how many times and on what dates users login, especially for those users that hardly ever login but do so when managing license allocations and claim they still need it. Thanks.
Is the estimation field in dynamic boards in sync with the planned hours of the connected task? I tried to add numbers in the estimation field but am not updating the planned hours in the task.
We have confidential requests that our whole group can submit, but only a few people can view the completed request due to the confidential information. I need to be able to limit the confidential requests from the whole group's view, but allow request visibility to the small group allowed to see th...