I converted a request to a project using one of our specific templates. However, the request info did not populate in the project details. Any idea why this may have happened?
Hi there - can someone tell me how to customize the email template we use for Timesheet Notifications (overdue), to include the Username? Currently, I receive these 'bundled' for my team, but it doesn't show their name. Below is our current text: Hi, Your timesheet is now overdue - please complete...
Hi Is it possible to create a report with grouping with "Portfolio", "Project" and "Task List" from each project? I tried to create a field in custom form for Task/ project / portfolio, then connected that custom form at Portfolio level, but no success. Does this need to create a calculated field ...
Our team does not convert all requests into tasks/projects. Some are small enough to work on their own without any major structure or overhead being built up around them. The problem we are having is that these requests do not seem to appear on the workload balancer, even though they have planned ho...
We currently have a calculated field to pull the Planned Completion Date "time" for email deployments. It displays in 24:00 but suddenly it has stopped functioning properly and adds 4 hours to every Planned Completion Date "Time". CONCAT(HOUR({plannedCompletionDate}),":",RIGHT(CONCAT('0',MINUTE({...
Just crowdsourcing ideas on this. We have a Team that works closely with outside parties. These outside users mainly just need "reviewer" level permissions but often they need to contribute information to a Project that develops as the Project moves forward- after the request has been converted to a...
Can you make a project status to change based off a task status? e.g. We would like one of our task statuses to change the project status. This would not be marking the project to "Complete". This would be a status prior to "Complete".
Anyone know of a way to get around reviewers only being on one stage at a time? I have a few reviewers who have to look at projects at the beginning and end of routing and it's not efficient to have to constantly go into these projects and manipulate the workflow to accommodate.