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Remove "Toolkit" name from project name
When our projects provision, it includes the name of the "toolkit" in the name. While it's at the end, it truncates the name of our project to include "-toolkit name." Is it possible to automagically remove this portion when the project provisions?
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Collapse Dynamic Scope Report Dialog
When adding or editing a Dynamic Scope Report in Control Center, collapsing the list of pre-existing reports does not remain collapsed after the confirmation dialog box. Support tells me this is intentional, by design, and suggested I add a new product idea here. It would be great if collapsing these reports in Control…
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Provisioned Project Plan Changing to Gantt View from Grid View
We have a project plan that we spin up using the multi-tier functionality in Control Center (the plan is our child project) and each time it is provisioned the default view is Gantt. BUT in the template it is in Grid view (which is what we prefer). How can I fix this?
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Projects deleted via Control Center still showing in Browse window
I deleted a number of projects via control center and all seemed to work as expected. The projects no longer appear in Control Center, on the Intake sheet, or the Portfolio Summary sheet. The project do still appear in my homepage in the Browse column. When I try to select the project in the browse window there is no…
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Remove Limitation using Dynamic Reports in Blueprints
After about a year of trying to understand, we finally figured out that when using Dynamic Reports, ALL manually added source (sheets) were removed. We use a report for scheduling from all our different "projects". Because of the cost of blueprints, we only used them on "project types" that need to be exactly the same…
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Issues Connecting Dates in Blueprint derived Workspace and Summary Sheet
I'm having some difficulty in associating a date cell created by a blueprint program with the project it creates. Is there a way to change this that I'm unaware of? Setup Summary: I have a blueprint that pulls from an intake sheet to create a new project workspace. The intake sheet contains a Start Date and a Go Live date.…
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Duplicate Rows Created in Portfolio List using Control Center
I am trying to set up a new blueprint in the Control Center. I'd like to use my Portfolio List sheet to serve as both the Intake sheet and the Summary sheet (using status to differentiate projects lines). However, when I provision a new project that is marked as Approved in my Portfolio List, Control Center is creating a…
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Control Center - Project Summary Data
I'm working with Control Center for the first time and setting up a blueprint. My project templates are pretty straightforward - project plan, RAID log, reports, dashboard, etc. I have a portfolio list which will serve as both the intake list and the portfolio list (using a status to identify what's new, approved, etc.).…
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Control Center Multi-Tier
I have struggled for a while with this and can't seem to get it figured out. My scenario is this, I have a group of employees (Account Executives) that have Accounts assigned to them. Each Account has a task list assigned to it. Example below: I have a project setup that involves a workspace and under that workspace, I…
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Control Centre: new profile data is not cell-linking in the summary sheet
I have added 3 data sets via global updates, the columns appeared in my summary sheet automatically as usual but the data itself isn't auto cell-linking like it has previously. I have made sure the column types are dates as all the data is a date. I have removed all column formulas from the summary sheet as requested. I…
