-
Removing a field from the Summary & project sheets
I have a field coming from one of my project sheets feeding to my Summary sheet that's been replaced / is no longer needed. I'd like to remove it but wanted to know if there was anything I should keep in mind. If I just delete the field from the summary sections of all my projects & delete the column in the Summary sheet,…
-
Why Portfolio Summary Sheet displaying duplicate rows?
I created a blueprint in Control Center and all was working fine until I updated some columns (adding more values for drop-down list and changing a column to a formula column) in the intake sheet. I think I must of done something that messed up the blueprint because now new provision projects are showing up twice on the…
-
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…
-
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.
-
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.
-
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.
-
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.
-
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?
-
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…
-
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…