I'm trying to get the report overview and chart to reflect groupings by project sponsor team name. This currently isn't an option under grouping even though I can pull up that field in the details view as a column. Right now in order to see projects by sponsor group, I have to download the details v...
Hello! We have a calculated field in our instance to calculate a job number ID that a team uses within their process - the field as it is programmed is: CONCAT(YEAR(Planned Start Date),IF(MONTH(Planned Start Date)<"10",CONCAT("0",MONTH(Planned Start Date)),MONTH(Planned Start Date)),Reference Number...
I would like to create a report that shows the difference between the number of tasks created and the number of tasks completed. I have this so far: http://cmegroup.my.workfront.com/report/public/view?publicToken=kAg_d4Cii182DS5q3iiI5Hvrh_s3KjeCVI8LFrbqq77rk9Dq2I7H4zVsljEysjgvuPBLroJEqh5T1K0Hknrcb...
I'd like to display the project users and job roles within my expense report. I found the link below, but I would like to transcribe this to an expense report, rather than a view. I was able to get the columns to populate - however its not pulling in the project user data. I am a novice at text mode...
We are starting our Demand Management journey and are considering the use of score cards to help us "make sure the cream rises to the top." Anything you are willing to share that we can learn from will be much appreciated.
Hello everyone, Wanted to raise a question on capacity and how to measure it. We are researching different layers of capacity and landed at the following three - individual person capacity, role/skillset capacity and team capacity.And while measurement may sound simple at a glance, we noticed that m...
Hi Everyone! After hearing a great tip at Summit about porting project-level into tasks via calculated fields on a custom form to save clicks, I've been trying to create one with no luck. I was successful with the 'Project.<custom field>' format for the first field of the form, but for every other f...
together and recurring as opposed to the individual copy, design, review and deploy tasks being grouped together when set to recurring . I hope this makes sense. Thanks
On a project report, I included these columns:Last Note: Note TextLast Note: Entry Dateand it appears that Last Note: Owner ID is the person that entered the last noteCan I get to the name of the person that entered the last note, rather than their ID?
I had a manager ask for how many projects contained a custom field last month by each of his direct reports. The report gathered the data just fine, but I have no way of grouping by the project owner, task owner, or request owner in the standard grouping fields. I'm so surprised that this isn't a st...