November 2018: Addressing Client NeedsNovember 2018: Addressing Client Needs

Open Google Slides of this Presentation View Recording of this Presentation Addressing Client Needs This is our annual “fan favorite” focus on how our different clients are addressing their specific

September 2018 – The Gang’s All Here. Now What?September 2018 – The Gang’s All Here. Now What?

Open Google Slides of this Presentation View Recording of this Presentation The Gang’s All Here. Now What? Consider this month’s topic a continuation of last month’s “Contacts” topic. But now

“Unassigned” vs. Roles on All Projects“Unassigned” vs. Roles on All Projects

Question: I often assign the Project Manager role to users for a specific project only. But sometimes, I don’t want to be so limiting. If I leave the role “unassigned” will

KBA-01659: Replace Project Team MemberKBA-01659: Replace Project Team Member

Question: How do I replace a project team member with another person?  What does it mean to Replace Team Member? Answer: To replace a project team member with another person:

KBA-01633: qAlias Bookmarks for Project InformationKBA-01633: qAlias Bookmarks for Project Information

Question: What qAlias bookmarks are available for the Project Setup, Project Team, and Team Role data? What qAlias bookmarks are available for project KPI data? Answer: Project Setup All the

KBA-01602: Understanding how Project Teams are Stored in the DatabaseKBA-01602: Understanding how Project Teams are Stored in the Database

Question: How and where is the project team stored? Can I update the project team from external sources? Can I update the project teams based on revised Build Team rules? Answer:

KBA-01536: The ProjectTeam Rules: Advanced Team MappingKBA-01536: The ProjectTeam Rules: Advanced Team Mapping

Overview: The ProjectTeam rules use mapping from ProjectConfig | BTMapxxx rules to automatically add contacts to a project team. The ProjectTeam rule group is found in the Rules Maintenance tool

KBA-01172: Can I delete a Contact from the Team Contact List on the Project Dashboard?KBA-01172: Can I delete a Contact from the Team Contact List on the Project Dashboard?

Question: Can I delete a Contact from the Team Contact List on the Project Dashboard? Answer: You can remove a Contact from the Team Contact list; however, to be clear,