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Link for Templates
We'd like to create a dashboard with reports and various team resources, such as templates. There is not a way to hyperlink, link templates OR add templates to dashboards. This would be extremely helpful. Thank you!
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Claude Connector for Resource Management
Claude Connector for resource management would be incredibly impactful! In my org, we struggle with consistent time tracking and do a lot of manual data analysis based on resource management exports. Claude would reduce the manual labor on both ends and improve our resource management processes significantly
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Hide the title bar from emails
For the automated emails, I need this section hidden or smaller. Most of the time, I have to scroll down to even look at one sentence of actual data.
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Merged: Resource Management Report Bug - Time & Fees by month
This discussion has been merged.
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Resource Manager Reports - date logic capability expansion
Resource Manager Reports need date logic capabilities beyond the standard last week, last month. Flexible logic like "today()- 2 months", or "today() + 6 months" etc. Having to update an existing report and or the resulting data and formulas each month so it displays the information that is needed rather than just enabling…
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UPPERCASE and LOWERCASE
It would be ideal to have a drop down select/ format where you can highlight/ select column/ row to be UPPERCASE or LOWERCASE etc. Rather than the function where you need to enter text (which only applies to that instance) the whole is formatted properly (as in Google Docs/ Word/ Excel).
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Save & Resume Update Requests + Automation for Unchanged Rows
I’m currently building a Client Health Report where CSMs provide monthly updates across their clients. Challenge #1: No “Save & Resume” for Update Requests Many CSMs manage a large number of accounts and don’t always have time to complete an update request in one sitting. Right now, they must submit everything at once,…
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Looking for an option to Exclude rows from Dependencies/Predecessors
Currently, the only way to exclude a row from the Dependency/Predecessor function is to delete the row. This causes any Dependency/Predecessor reference to the row to change to #REF, which does not break the associated date row, but skips the #REF. Preferably, we would like to keep all rows, but have an option to exclude…
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Merged: Add Monthly Flexibility to Incurred Hours Reporting in Resource Management
This discussion has been merged.
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Workflow, Reports, Dynamic View Connection Lists
How about creating an option to get a list of all connected items within a workspace? I have created a large ecosystem of sheets that are connected to each other, and some have flows, some have Dynamic views, some have cross-sheet references, some do not — it would be great to be able to select a workspace name, or even a…