I am looking for advise from users with template building/ maintenance experience... I am maintaining quite a large template for my organization that's becoming an annoyance for different PM groups to use. Majority of the product development flow within our BU is the same, so it's always been ne...
When a Request Queue is setup, normally permissions are set to only allow 'People in this project's group' to add requests to the queue. Would think that being an admin would override this and would be able to fill out any Request Type. This is not the case. If I want to test a request form, I need ...
Hi. I'm looking for direction on how to create a utilization report. We are a creative services team made up of project managers, writers, editors, designers and myself, production. We are not a revenue generating business unit. However, we produce over 2,000 projects per year (print, digital, editi...
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!
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 ...
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 someo...
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: CON...
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 som...
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 ...