Hi Community,We have a custom form on each company containing a couple of fields I want to make available within an hours report. I think I need to do an EXISTS statement, but I can't get this to work.So far, I've pulled in the company field linked to the project where the hours are logged. I need t...
Hi, as a business we have decided NOT to allow our stakeholders to have access to the tasks in projects - so I've removed that in the access controls. I was hoping to be able to show them certain task fields in a bespoke report though - but the report doesn't show anything. The report is definitely ...
Greetings - I'm looking for some help with Project Conditions. I think this is a setting issue but I'm not finding it. We want when a task is overdue for the projectr to show In Trouble. What does the Project setting and Task settings need to be for that to happen? Thank you!
We currently still use a Lean Kit board to track our projects in addition to WF. We've set up a WF Kanban board as a replacement to remove duplication of efforts. We are experiencing some issues. 1. The card is creating a task in the existing project if we link the card to the project. Why is it cr...
I have a report that is not pulling custom form data. I have triple checked they are all correct and the information is on the projects and on the forms. It is pulling into other reports, but even if I copy the report it is not pulling. There are no filters blocking the data. If I manually add in th...
Since the system custom quarters don’t contain enough entries and doesn't apply to Gantt views, I attached project and task custom forms with calculated fields for fiscal year quarters for actual start and actual completion dates that I can use for reporting.To do the same thing for requests, I’m go...
Is there a way to visually indicate tasks that are affected by user's time off in the project view? An icon, a row highlight, etc. Anything would be helpful. Right now it's too easy to miss project delays because individual task rows don't provide any indicator that they're affected. I tried experi...