A user sharing our instance and who we help administratively is having an issue where her team is assigned to a task and she said it is appearing she's no longer part of the team overnight. To troubleshoot, I logged in as her and went to the task where her team was assigned (manage access was given ...
I added the field Item Description to a view on the Issues tab, but when I enter a value and move off of the record the field gets wiped out. I called support and after some investigation they replied with this: It looks like the custom form for that field is not attached to your issues. In order fo...
I KNOW I've seen this somewhere (maybe a presentation at LEAP?) but I thought there is a way to do a Column rule where you could put in something like: When the Task>Planned Completion Date Greater than or Equal to Default Baseline Task >Planned Completion Date, show the field like - whatever you wa...
Hi all, I have a question about charts. I have 3 fields in the custom form: 'Opex amount', 'MBD amount' and then 'Total amount'. The 'Total amount' field is a calculated field which sums 'Opex amount' and 'MBD amount'. Is there a way to have a chart that breaks down the 'Total amount' into 2 columns...
I know that changing a Custom Field within one form will change it across all forms, and that is ok, but I would like to ensure that I know all forms currently using it just to ensure I know everything being impacted. Apologies as I am sure this has been asked before. Was hoping there was a way to...
Hi WF Community, Is anyone aware of how to pull in field data from the Companies object into a calculated custom field on either a project (preferred) or portfolio custom form? It doesn't appear as though there is a direct relationship between Companies and Project or Portfolio; however, when creati...
I'm looking for a way to see all the tasks that are assigned to an individual, including tasks that are assigned to any team they are a apart of. I ran a task report and used to Assigned To Id = and got close but am missing tasks that are assigned only to teams that I am on. Any ideas?
It was in alphabetical order in the legacy experience, and it's a little jarring to see the randomized list of favorites. Anyone else struggling with this small detail.
I had this happen to one person. It seems impossible that either of us with access to it would have accidentally unassigned her, as she was the only person to be assigned to this Layout Template, it was customized for her. Has anybody else experienced this in NWE?