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Resource Forecasting
Here's what I want to be able to do for resource management. Is there a workaround to accomplish this? * Assign individual resources (they are not licensed users) to a team\group. Assigning tasks to multiple individuals does not work for me. * Each individual has default work hours. E.g. 8 hrs. It can be modified if needed…
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Gantt View - Settings requests
Hi, I'm trying to create a dynamic 'To-Do' list (for want of a better phrase), that automatically steps the jobs - i.e. only start task 2 when task 1 is expected to complete. I want to make this as automated as possible, and I understand that dependancy columns do not accept formulas, but wanted to know if there was…
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Modifying RYG Symbols with Dates and Status
We are trying to create a formula on the Schedule field that will change color to Red, Green or Yellow based on Multiple day and Status selection. For example: If Status is In Progress and End Date is > Today and R - Date is Empty then is Green. IF Status is In Progress and End Date is < Today and R - Date is Empty or a…
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Managing Resources across multiple projects
Hi All, We have many concurrent projects running at all times. I am looking for ways to manage resource assignments across multiple projects. When I assign a resource for a specific project/task, I want to see if this particular resource is available around those specific dates. Also, I would like to see the global view…
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Folder in Attachments area
For our particular needs we find ourselves needing to separate attachments into categories - new or previously used. Is there an enhancement on the horizon that would allow the creation of folders, or an option similar? Blessings, Loann
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Average Days
I am looking to have some metrics set up on a dashboard all around average days to close. I have a column for a sales person, two date columns (one a start date and one a close date) and a column called Workflow Status. How can I do the two following things via formulas: * Filter this first by the workflow status being…
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Not Counting Blank cells in Checkbox formula
Hi All, desperately need your help on this one. I've been searching the forums and tried this formula so many different ways and cannot get it to work. :( I have checkbox formula that is simple enough, I want it to check the box if we met the delivery date that was planned. So I'm comparing delivery date planned vs.…
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COUNTIF is double counting rows with multiple assigned contacts
Hello all, I am trying to count rows for one department. This department also has sub-departments. In some rows, it has multiple sub-departments assigned to it. This is my formula: =COUNTIFS({Requests Range 2 - Status}, Category2, {Requests Range 4 - Department}, (FIND("Merchandising", @cell) > 0)) For example, one row has…
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Gantt zoom to current day (centered) on open?
Hello, Is there a setting to set the current day to be centered in the gantt view when I open my sheet? I always have to scroll over to the current day on long projects. Thanks, Phil
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SUMIF Formula question
Hello, I am attempting to create a formula that calculates the sum of the Actual Savings column, if the non-applicable column is not checked. The formula I am using is =SUMIF(CHILDREN([Non DH Applicable?]@row), 1 + ""). Not sure why it isn't calculating correctly.
