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How are you collecting information after a project is in motion?


Level 8

I'm looking to get an idea of how people are collecting information about a project once it is in motion. The two ways I see are having a Project custom form or updating a document with the relevant information. Does anyone use any other way to obtain and track the information?


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Community Advisor

mainly users in our area are interested in collections reports. I seem to run a lot of project reports that display information about tasks within, assigned roles, documents, milestone or other dates, etc. In order to make these reports run well, the templates need to be fairly robust with assigned roles and the projects need to be well maintained where the project team, dates, and milestones are concerned.

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