I want to start calculating the costs of each project. I saw where we can manually add an expense but I am hoping someone has a more automated way of accomplishing this. First I want to tally the cost of materials. On our custom form we have check boxes to choose the individual print pieces they ar...
I have a report prompt that I would like to add multiple entries in before running the report. I tried placing a comma between the entries with no success. Do I need to use a different symbol(s), or is that just not possible?
I would like to be notified when tasks are close to going over their Planned Hours. Does such a notifications setting exist? or do you have any other suggestions on how you can monitor planned hours at risk by some automated process (i.e. without manually review the hours?)
Hello Fellow WorkFronters, I would like to be able to run a report that would do the following: Show me all timesheet entries that contain comments by user X for project X. The report would then show me:The text of the commentThe date it was enteredthe task it is associated withAny thoughts on if th...
I hope everyone's staying warm!Next Pittsburgh User Group call is 2.16 at 1:30 - hit me up if you need the meeting invite sent to you. I hope everyone's taking time to listen to the 21.1 release webinar tomorrow (2/3/2021) at 11am. Register for the webinar here if you havn't already. Even if you can...
Is there a way to default reports to say the number of records instead of "All" at the bottom? We have the report set to show up to 200 records (instead of the standard 15), and it is embedded in a dashboard. Right now whenever we log in the report just shows "All" and we have to click on that to sh...
Remember that task constraints affect how dates populate and whether they are taking predecessors and durations into account. Remember that manually selecting dates will update the task constraint to "Must Start On" or "Must Finish On" (unless the constraint is already set to Fixed Dates).
Hi WF Community, I'm looking to add a custom prompt to a Task report that allows users to pull in task data based on a custom prompt that looks at a custom field (DE:Portfolio Account Director) at the Portfolio level. Example:Custom Prompt: Portfolio Account DirectorDropdown Item Label: Joe SampleCo...
My client needs a report that groups projects in an expense report based on the existence of a specific expense type in the list of project expenses. Example, projects with Expense Type "Advertising" vs projects that don't have an expense with this type. Has anyone done anything similar?