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Ann

Hornbill Users
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Everything posted by Ann

  1. Afternoon Hope you are all safe and well. Please would it be possible to advise if the below is, or will be possible within Hornbill Project Manager? We are currently looking into the forward planning of our projects and availability of resources and would ideally like to be able to see an overview of all projects for possibly a year or two ahead. Our managers would also like to see this in a more graphical view in order to determine where any gaps may be, if another project were to be requested. Or if resourcing was showing at full capacity they would be able to either decline the project or remove delay another project to make way for the new project. Managers would also like to see each milestone, a milestone may have a completion time of 4 weeks, however the work required will only take 5 days to complete so a resource would only be required for 5 days, not the full 20 days. Should you require any further information please do not hesitate to ask. We appreciate any help or advise with this. Thank you. Kind Regards Ann
  2. Ann

    Bulk Upload

    Afternoon Alex That is fantastic. Thank you. Kind Regards Ann
  3. Afternoon Hope you are all safe and well. I was just wondering if there is the capability within Project Manager to bulk upload via an Excel Spreadsheet please? For example, if we have a list of projects that are given a priority during a meeting, are we then able to upload that spreadsheet in order to change the priority on all of the projects, rather than having to change these individually? Thank you. Kind Regards Ann
  4. Ann

    Priorities

    Afternoon Nikolaj Hope you are safe and well. Thank you so much for the screen shots, they were very helpful and I now have the priority list up and running. Thank you so much for your help. Kind Regards Ann
  5. Ann

    Priorities

    Afternoon Tom Hope you are safe and well. Our priorities are set by the CEO on our organisational risk. Kind Regards Ann
  6. Hi Alex It is not an external reference field we are requiring. In service Manager if an incident is raised a unique reference is automatically given to the incident and the customer is then able to call our service desk or relevant team and quote the reference who will then be able to enter the reference and pull up the incident. Are we able to have it so that if someone creates a project it is given a unique reference that anyone is able to enter into Hornbill to see the details? Apologies if I am mis-understandingThank you. Kind Regards
  7. Thank you Alex. For us we have a number of complex projects that will involve a large number of tasks, however not all of these tasks will be completed internally, it may be that we need Dell for example to come in and do something to a server. By having a facility whereby the task can be sent to an external source/third party we would not have to create the task AND then separately email or contact the third party to advise of the work that is required with the time frames reducing duplication of work. Thank you. Kind Regards Ann
  8. Ann

    Priorities

    Thank you Alex. How would I add a simple list please? Kind Regards Ann
  9. Morning Hope you are all safe and well. Please would it be possible to advise if it is possible to create a task within a project which will email through to a third party/external source please? Thank you. Kind Regards Ann
  10. Ann

    Priorities

    Morning All Hope you are safe and well. Please would it be possible to advise the best way to add a priority to a project please? Would we need to use the sub status field or is there another field we are able to use or create please? Thank you. Kind Regards Ann
  11. Morning Alex Hope you are well. Thank you for the above information, however is it possible to automatically generate the reference as it does in Service Manager for incidents and service requests please in order that people will be able to enter the reference within the search facility? Thank you. Kind Regards Ann
  12. Afternoon All Hope you are all safe and well. Please would it be possible to advise if it is possible to have a unique identifier with the projects in Project Manager as we do within Service Manager? For example in service manager an incident would have a reference of IN00123456, would we be able to have something similar for Projects, maybe PM00123456. Thank you. Kind Regards Ann
  13. Ann

    Status

    Afternoon Alex That is fantastic. Thank you so much. Have a lovely evening. Kind Regards Ann
  14. Ann

    Status

    Afternoon Hope you are safe and well. Please would it be possible to advise if it is possible to add to the Status options? Currently there are the options for the Project status to be Draft, Active, Completed or Cancelled. We are currently requiring an option of 'On Hold'. Thank you. Kind Regards Ann
  15. Afternoon Thank you so much Alex (Tom and Nikolaj), all information and views are greatly appreciated as I am constantly learning with Hornbill Project Manager and it has so many capabilities. Alex, how would I add two projects to a programme please? This is not something I am aware of. Thank you. Kind Regards Ann
  16. Ann

    Time Line

    Morning Alex Thank you for the above response. Although there is an audit tab we have found it to be very minimal information and does not give a quick overview of the work that was completed, only that a milestone was updated or a task added so the timeline facility would be quite helpful. Thank you. Kind Regards Ann
  17. Morning Alex Hope you are well. Thank you for the above update. Please would it be possible to keep us updated with the progress of this? Thank you. Kind Regards Ann
  18. Afternoon All Please would it be possible to advise if there is a way that one Project can be dependent on another Project. For example Project 2 can not be started until Project 1 is completed. Thank you. Kind Regards Ann
  19. Ann

    Time Line

    Morning All Hope you are safe and well. Please would it be possible to advise if there are any plans to add a timeline to Project Manager similar to the one in Service Manager in order to show recent activity on the project instead of someone having to go into a project and sort through the tasks etc to find out recent activity? Thank you. Kind Regards Ann
  20. Morning Hope you are all safe and well. Myself and other project managers are trying to sort our task names but they do not appear to be going into alphabetical order. We have tried adding numbers to the start of the tasks as well and it is not grouping the numbers together either. Please would it be possible to advise if this is a known bug? Thank you. Kind Regards Ann
  21. Afternoon Nanette Hope you are well. Thank you, that is very quick. Hope you have a lovely rest of day. Kind Regards Ann
  22. Afternoon Mary Thank you so much. Your help is very much appreciated. Have a lovely rest of day. Kind Regards Ann
  23. Morning Victor. Do you have an ETA of the update please? Thank you. Kind Regards Ann
  24. Morning Hope you are all safe and well. We are looking to find out if there is a way we can import background links. For example if server MDCexample1r is associated to software example, we can import those association and it would display as attached. Thank you. Kind Regards Ann
  25. Morning Victor. That is fantastic. Thank you so much for your help. Hope you have a lovely rest of day. Kind Regards Ann
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