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Tom Gilbert

Hornbill Users
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Posts posted by Tom Gilbert

  1. Hi,

    I've got a number of project tags which I'd like to delete as they were for testing, however, when I click the bin icon I get an error message that it is associated with at least one other project.

    Those projects are now deleted so I'm unable to remove the link...

    Any ideas?

  2. Hi,

    When creating a Scope Change record in Project Manager the Approval Status and Approval Date becomes locked after saving the record. This can't then be edited which means, for example, records can't be updated from 'Pending Approval'.

  3. Hi,

    I've just started using Board Manager within Project Manager. When adding a Project to a Board I'd like to see more information about the project, it currently just displays the name of the project.

    Is it possible to add additional information from the project;

    - Project Manager

    - Sponsor

    - RAG Status

    - Current position in the BPM

    Thanks,
    Tom

    • Like 1
  4. 4 hours ago, AlexTumber said:

    @Tom Gilbert just so I understand this correctly - you'd like to be able to template milestones without set due dates? (Presumably you'd just add the due date to the milestone once the project has been created and is running)

    Alex

    That's right Alex. You'd have a bunch of standard milestones which could be updated by a PM once the project is created.

    • Like 1
  5. @AlexTumber Similar to the Issues form; we can't add or amend fields in the Risk form:

    • Adjust ‘Status’ to Open or Closed
    • Add ‘Risk Category’ drop down field: Assumptions & Constraints, Regulation or Market Factors, Funding, Project Management, Project Size/Complexity, Requirements, Scope or Planning, Stakeholders, Technology, Vendors & Suppliers
    • Add ‘Affected Tolerances’ drop down field: Time, Cost, Quality, Benefits
    • Add ‘Info Security Risk’ tick box field
    • Add ‘Risk Impact’ free text field
    • Add ‘Risk Action’ drop down list: Transfer, Avoid, Reduce, Accept, Share, Exploit, Enhance, Reject
    • Add ‘Planned Controls’ free text field
    • Add ‘Implemented Controls’ free text field
    • Add ‘Owner’ as a person lookup
    • Add ‘Review Date’ as a date field

     Any advice would be appreciated. Thanks.

  6. @AlexTumber Is there a way of creating milestones in project templates and not having to enter a timeline? Ideally we'd like a set of ~10 milestones within the template which the Project Manager could update with dates when creating a new project. Currently you need to specify a number of days after milestone creation for when the milestone is due...

  7. Hi,

    Is it possible to create dependencies between milestones? I.e. milestone 1 cannot be completed until milestone 2 is completed? It would be useful when a milestone is missed and the second milestone date would automatically move out based upon the delay to the preceding milestone.

    • Like 1
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