It sounds like you're going down a right track. What don't they like about filling in the custom form? There's a couple of things you might do (if you haven't already) to make it less fiddly for them. Firstly, in the template make sure that you specify the custom form needed to fill in (under 'Edit Template', 'Custom forms'). That way, they don't have to manually attach it. Secondly, make a custom view that has all the fields you need filled in, so that if they choose that view they can on-line edit most of the information. I don't know how your reporting/time recording is set up, but an alternative is to copy the custom task form as an issue form, and allow them to add the issue to existing projects for the same customer - it may cut down or remove the data entry component for them completely. Another approach would be a standing project per customer (rather than per PM) that all PM's have access to. You could create a filter for them (on category name if they have a special custom form, or portfolio if you put them all in one portfolio) to see just them, and another filter to exclude them. That might also eliminate some of the data entry you're asking of them. Barry Buchanan - WMA Work Management Australia
