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  • Has anyone incorporated vendor selection into projects in WF? I would love to see a tab for Vendor Selection where you can capture all the vetting you did for the project. I am wondering if scorecards would suffice but seems like it won't offer enough flexibility for the process. I would love to hea...

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  • 5/3/24
    Hi! We are looking for best practices/guidelines on assigning tasks to multiple users. We recently rolled out collaboration across our organization, meaning that anyone/everyone can participate in the steps needed to complete a request/project, and have found some challenges when a task is assigned ...

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  • 5/3/24
    I have a task report with a custom column that isn't populating for me.  It's a custom field, I believe, name TDM PC 1:Name.  I took this field from the project list.  Is there a way to make this column populate?  If I need to make a custom column, what code do I need to add? Thanks.

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  • 5/2/24
    I've inherited a system with a lot of manual processes. I'm working to streamline some items. However, I haven't found any resource material on converting an Issue into a Program.Is it possible to convert an issue to a Program?

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  • 5/2/24
    I have created a report to pull historical data on custom fields that their format is Rich text. I was advised that: "What happens normally when you set those fields to be tracked is that it will post the updates in the update stream and it can reference the text of the field at that time to be able...

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  • 5/2/24
    Has anyone created a reminder notification for when an update/comment has gone unanswered after 1 business day? I checked the Email Reminder Notifications in setup but didn't see any way to target a notification to update/comment. Thanks!

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  • 5/2/24
    Hi! In the Users section, I am trying to see what subgroups users belong two but I am only getting the option to see Home group which ultimately is the "main" group the subgroups below to.  Any suggestions on Views or Groupings that can be adjusted? Thank you!

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  • 5/2/24
    Hello, we created a completed project report to show projects completed in a specific year.  Filter looks like thisPortfolio IDCompletion date Between 1/1/24 - 12/31/24Project Status equals complete.  The problem is that if a job from a previous year is opened and then closed again, that project wil...

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  • 5/2/24
    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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  • 5/2/24
    Does anybody know if typeahead custom fields to be able to pick users are on the roadmap? Where would anyone be able to see if they are likely to be introduced?

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