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Been trying to create what should be a simple or common report, but oddly enough i'm not seeing the fields needed. Scenario and Logic: We typically have many people listed as assigned to a single a task with their respective planned hours, which neatly rolls up a sum of their planned hours to th...
We work strictly from pre-built templates, with job roles assigned to tasks. Once the request is converted to a project, the job roles get staffed. There are times when that step is accidentally missed so the project sits and isn't on anyone's active task list. How can I easily see if a project didn...
Can you restrict access to the workflows on the Proofing website? For example, I want to create profiles for group administrators so they can manage their own workflows.
I am creating a report that shows a value chosen from a custom field (drop down menu). That custom form has values showing that don't match the drop down selection (for example - it shows designer name on the drop down and the value is their ID). The report is defaulting to showing the value, is t...
If I indicate in my personal "Time Off" that I'll be gone certain dates, I don't see that show up in the Workload Balancer. And it still shows I have 8 hours of capacity on my days off. Shouldn't it be indicating that I'm not available to work those dates?
I have been able to get a percentage calculation by dividing the values in the hours column by 35 in the Utilization Percentage column, but would like to add all those up to get a total percentage. I'm relatively new to text mode and tried to Frankenstein things together from other columns. Does a...
Every week we review all the open requests as a group and I show a report on my screen for us to look at. My problem is I can't organize them in a way that makes sense. When I do it by Queue Topic it lists all the sub-topics separately and they aren't all together and they don't alphabetize properly...
Recently our team has noticed that the Predecessor/Successor icon has gone missing from the Task header. Does anyone have any insight on this? Is there a way that we can get this back on the header for tasks? I've attached the image of the icon that's missing and where it was originally located.
Hi, our org is structured in a way that our India associates report to an India manager and a US manager. Is there a setting to allow actual hours entered to be visible to more than just the person a user reports to?