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Status Update Formula
Hi team, I have lost one of my most favorite formulas as a project manager. Here's what I'm trying to accomplish: If % Complete is 100% - select "Complete" for the status column. If % Complete is between 1-99% - select "In Progress" for the status column. If % Complete is 0% - select "Not Started" for the status column.…
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Report Filters for Duration not working?
Hello, I have a project tracking sheet where we layout target start & end dates for each subtask by using the predecessor and duration columns. I'm trying to create a report that shows when certain critical subtasks are rushed, so when "Task" is equal to "Approval" and "Duration" is less than "3d". I tried filtering by…
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Dynamic View Access Question
Hello all - I have a few questions related to accessing a page I've created in Dynamic View. When users attempt to access the page, some of them are receiving the message below: The owner is a sys admin located in a different part of our organization. Is there a way to change who the request to join goes to? Do they really…
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Resource Management Report - Utilization View - Group by Project
It would be so helpful to be able to group the Resource Management Analytics (Report)- Utilization View by PROJECT. Project grouping is currently available for the Time & Fees view, but not Utilization. See attached.
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User Subscription Model - NEED a static VIEWER ONLY option (interns, temps etc.)
User Subscription Model - NEED a static VIEWER ONLY option (interns, temps etc.) In the new User Subscription Model, what options exist if we need a user to ALWAYS ONLY be a VIEWER ONLY? Meaning no action can make them become an Editor/Provisional Member. This new User Subscription Model leaves the department that pays the…
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Constraint Types in Gantt View
Requesting the ability to use constraint types in a project (Gantt view), similar to the options in MS Project: As Late as Possible As Soon as Possible Finish No Earlier Than Finish No Later Than Must Finish On Must Start On Start No Earlier Than Start No Later Than
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Resource Management - Project Efficiency
I think the best option for our Payor Relations team would be resource management and creating projects however I dont know exactly where to even start. I've downloaded templates and watched many videos and it leads me down a rabbit hole. We offer services to around 250 practices and renegotiate their rates every few…
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Recover Data Shuttle workflows
For large organizations, allow Admins to recover the sheets, automation workflows and data shuttle workflows created by users who have left the organization and assign them to other users who took over the respective role. Currently, the only option is to start over, which involves not only time and labor, but also…
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Resource Planning: Calculating Weekly Hours Remaining for a Project
Hello, Goal: To view estimated hours per resource per week. I am looking for a way to calculate the weekly hours remaining on a project, per person. I am referencing my project plan as the source sheet which has: Resource Name, Estimated Hours, Start Date, Due Date, Week Start, Task Name, etc. In a summary sheet, I would…
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I need to Sum a column from a reference sheet and display the number in my primary sheet
I am attempting to build a column formula that generates the sum of hours for a given phase (task). This is an interaction of our Main project grid and the Timesheet grid (it is one of the advanced reports Resource management offers) from Resource Management. Our main project should display the number of hours incurred for…