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  • 12/6/24
    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...

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  • 12/6/24
    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 ...

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  • 12/5/24
    Hello, Has anyone created a report that shows both CURRENT Projects (Current Year) and COMPLETED Projects for ‘"This Month" (December)?

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  • 12/5/24
    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!

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  • 12/5/24
    Is it possible to transfer permissions of everything I built to a new admin? Thanks

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  • 12/4/24
    Has anyone developed a way to generate a proof review report that shows you proofs you were assigned to as a reviewer only?

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  • 12/4/24
    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...

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  • 12/4/24
    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...

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  • 12/3/24
    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...

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  • 12/3/24
    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...

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