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Changing / Moving Existing Profile Data - Intake Sheet to Project Sheet
Hi!! We have a large program & want to change where some of our Profile Data fields are being entered without breaking things / renaming fields / doing a ton of avoidable repairs. I'd love some advice on common issues / the best approach! ------- Program Setup (for reference if needed, feel free to skip to the goal 😊) Our…
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Template with Dynamic view and Control Center
One of our templates relies on dyanmic view. Will the settings for Dynamic View stay in place when new project is created? All projects are created using Control Center. I've already searched in the Community, looked a articles, and learning.
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control center components
can you please help me understand the difference between intake sheet, summary sheet, meta-data sheet, profile data within the control center? I went through the documentation but unfortunately, it didn't help. Any help is appreciated.
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Blueprint Activity Log
Blueprints in Control Center programs should have activity logs to show what changes have been made, who made them, & when. This is especially important when there are multiple additional leads. All leads should be able to access this activity log to see the history of blueprint changes.
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While using blueprint, not able to retrieve the project name
Seeing this "[blank naming tags]" in the Project Name field in control center homepage even though a name is provided in the intake sheet.
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Do Blueprint Activity Logs Exist?
Is there such a thing as a Blueprint Activity Log or some other way to see when/what changes have been made to Blueprints? Our Blueprints have had MAJOR changes made but we cannot determine who made them/when & we would really like to track this down as well as what changes were made so they can be reversed/repaired.
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Control Center Intake Attachment File limit
Hi, Did anyone aware of how many attachments we can transfer from intake sheet row to a control center template? It seems to be only transferring 5 attachment and skipping rest. Anyone aware of way to increase this limit?
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Modify Blueprint takes forever and then doesn't complete
I have had a working blueprint for close to a year with minor adjustments to the blueprint, but all has been going quite well. I recently made some more adds and modifications - saved the blueprint and this message goes on for more than 45 minutes. It has never taken that long. When the save did finish it seems like it…
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Help with Global Update for rows added across 2 columns already updated on master sheet
I added 5 rows of data (across 2 columns) on one sheet of our current control center template and want to do a global update to edit all our workspaces. I was able to do GU for the new columns i added but don't know how to do same for new rows. One of the new row cells includes a formula as well. When i select the modify a…
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Control Center Multi-Tier Questions for Searching/Filtering and Deletion
When we try to delete a parent program, the associated children projects do not delete as well. Is there a way to search/filter for all children associated with a parent program? This would allow me to select all items and delete at once.
