Thanks for this response and appreciate the solution. The only concern I see with your solution, is if you are operating in the Allocation Grid you would be able to identify this already making the notification redundant? Operating in the project task level is more efficient to the project, but the con is not seeing the…

Ok, thanks. If I build this as a search, could you help me get started on what that would look like? We have over 60 employee resources and 40 Generic resources. I assume this can be resolved in a single search?

Thanks. If a user allocates a resource for 10 hours over a 3-day period, lets say Mon-Wed. If another user books a resource for two hours on Tuesday, it would not show over allocated, but technically two resources would be booked the same day. I don't think we could leverage the percentage to create a notification. Is this…

Thanks! We book resources either natively in the Resource Allocation Grid, or at the project levels, in the individual tasks. When booking in project tasks, is where most of the problems occur. There is nothing to show if that resource is over allocated at that level. All roles have access to the Resource Allocations

I was able to create a workflow to update the fields! That seems to be working.

Sorry for the delay. We are rebuilding all the reports today and hope to test over the weekend. Thanks for your input, I will get you an answer ASAP.

Report by Period is set to Financials Only?

Thanks for the suggestion. I was, fortunately, able to resolve it with a saved search, using expressions and the Date of Last Sale.

User was resetting his browser history nightly causing the 2FA reset. Thank you for all the input and suggestions.

@Michelle Jabanes-Oracle I'm not sure I understand your suggestion. I am assuming that is the internal ID of the Messages To... fields? I have attached screenshots of the criteria and results I am using.

We set the days to 30 day duration and the user still has to do 2FA everytime. He is the only one in that role that experiences this. I am certainly stumped.

This did it! Thanks!

Updating that field still doesn't generate an email

Thanks. I didn't put anything in that field because I assume since the Criteria is only looking for Closed as the task status. I will test that to see if it works.

I was able to find the solution! thanks for your help

I don't see that option? Where are these settings located? I found the location, how do you set to default on the templates?

Remove that makes duplicate lines for each sales order now.

correct

That does not work. Billing Transaction field shows blank and all the BT: Amount values are 0.00

Thanks for the response. I understand adding all the classes, that is the current method we are using to capture them We do have a lot of searches where Classes are part of the criteria. The only issue is these are not dynamic. If new classes are added under the parent class, one would still need to update all the searches…

Thanks for this link. It doesn't satisfy the search criteria though. I want to look for every record that contains the parent class and child classes.

I think i found the problem. We imported a series of invoices. Is there a way to correct the import to included the related sales order?

We are also experiencing problems not seeing the invoice in the related record of the sales order?

worked perfectly!

This makes sense. I was driving the search off the transaction record, not as a project related search. Thank you very much!

Ah ha! Thank you!

Job: Project ID is not available in my list of mappable fields?

JOB ID is not a mappable field when importing projects?

We are trying to restrict based on the value of the field, not the specific field itself. Does that make sense?

Thank you! When we add the new users in from the other department, can we now restrict their roles by this field?