[Supplier Assets - Linked requests]

Afternoon @AlexTumber

Hope you are safe and well and enjoying the lovely weather.

Please would it be possible for someone to have a look a the above please, I am getting chased for this?  Thank you.

Kind Regards

Ann

[Can Audit History be switched on for the Notes field?]

Thank you @Steve Giller.  Hope you have a lovely evening.

[Can Audit History be switched on for the Notes field?]

Afternoon All

Hope you are well.

When updating an asset, the notes section is not showing that an asset has been updated.  We have been advised that the Notes field does not have an audit trail and is not user configurable.  Is it possible for a field to be included that can record the audit history of the notes added please?

Kind Regards

Ann

[External References]

Afternoon @SamS

Hope you are well.  Thank you so much for your help, I will check this with the third party.  Thank you.

Hope you have a lovely evening.

Kind Regards

Ann

[External References]

Afternoon All

Hope you are all safe and well.

We have our Hornbill Project Manager linked/integrated with Project Online.  I am trying to create a report that shows the Hornbill Project Manager Task ID and the Project Online ID/reference.  I am using the table 'Project Tasks' and there is the column titled 'External Reference (h_project_project_tasks.h_external_reference), however when I run the report this field is empty and data is not populating in it.  Do I need to link this to another table please that may contact the external data please?  And if so which table please?  Thank you.

Kind Regards

Ann

[@ Emailing]

Morning James

Hope you are safe and well.

Thank you that is fantastic.  Would there be the possibility of an email in the future do you know please?

Kind Regards

Ann

[@ Emailing]

Afternoon All

Hope you are safe and well.

Please would it be possible to help/advise? 

When you @ someone it creates a notification to say they have been @’d … this works in service manager and project manager I believe. Is it possible for the individual to be emailed if they are @’d ?

I can’t see the setting in the user notification settings.  Thank you.

Kind Regards

Ann

[Removed Task Details]

Morning All

Hope you are all safe and well.

Please would it be possible for your help?  I have looked at the Audit of a project and there are three tasks that have been removed, however when clicking on the Details a screen is displayed with only the field headings but they do not contain any data.  Is there any way of retrieving this data to see which tasks have been removed please?

I have attached a screen shot of what we are seeing.  Thank you.

Kind Regards

Ann

[Project Task References]

Morning @SamS

Hope you are well.  Thank you so much for the above help, we really do appreciate it.  

It was in regards to a task from Project Online into Hornbill.  Thank you.

Hope you have a lovely day.

Kind Regards

Ann

[Project Task References]

Afternoon All

Hope you are well.  

Please would it be possible to help/advise.  It was my understanding that the tasks within project manager have a reference of TSK followed by 14 numbers.  Is this correct please or do they also have a 4 digit reference please?  Thank you.

Kind Regards

Ann

[Reporting on Due Dates]

Morning @Steve Giller

That is fantastic, thank you so much.  I really do appreciate your help.

I hope you have a lovely weekend.

Kind Regards

Ann

[Reporting on Due Dates]

Afternoon 

Hope you are all safe and well. 

Please would it be possible for some help/guidance with reporting?  I was wondering if there is a way to report on expired tasks please, for example a report that brings back all tasks that have a due date in the past.  If I was to run the report today (10/02/2022) the results would be only tasks that have a due date of before 10/02/2022.  Thank you.

Kind Regards

Ann

[Supplier Assets - Linked requests]

Thank you @AlexTumber

[Assigning a task]

Afternoon @AlexTumber

Hope you are well. 

Please would it be possible for an update on the possibility of assigning tasks to a team rather than an individual please, our processes would really benefit from this feature?  Thank you.

Kind Regards

Ann

[Supplier Assets - Linked requests]

Afternoon @AlexTumber

Hope you are well.

Please would it be possible for an update on the above query?

Kind Regards

Ann

[Linking Time Spent]

Afternoon @AlexTumber

That is fantastic and I know would really help us.  Thank you so much.

Kind Regards

Ann

[Linking Time Spent]

Afternoon All

Hope you are all safe and well.

Please would it be possible to advise if there is a way of linking a time sheet entry to a change or incident or project without going into the change/Incident or project?  Currently if an entry already exists in order to link it to a request the request has to be opened in order for the link to display along the top, however this can be very time consuming if there are a number of entries.  Thank you.

Kind Regards

Ann

[Owned By Amendment]

That is fantastic.  Thank you so much for your help @AlexTumber.

[Owned By Amendment]

@AlexTumberis it possible to change the owner if someone has left or moved to another department please?  Thank you.

Kind Regards

Ann

[Owned By Amendment]

Thank you @AlexTumber.

[Owned By Amendment]

Morning @AlexTumber

Thank you.  We do not need to change the owner in bulk, we just can not see how to change the owner on a single record, is there a simple way of doing this please as we can not see anything obvious?  Thank you.

Kind Regards

Ann

[Owned By Amendment]

Morning All

Hope you are all well.

Please would it be possible to help/advise?  In the Supplier module how can the ‘Owned By’ be amended.  The ‘Owned By’ details are populated when the Supplier record is first created, using the details of the person completing the record, however this would not necessarily be the person who is responsible for the management of that supplier.  Thank you.

Kind Regards

Ann

[Report including Project Manager]

Afternoon

Thank you so much @Samraiand @Steve Giller.  I really appreciate your help with this one.  I will start work on it immediately.  Thank you.

I hope you have a Happy New Year.

Kind Regards

Ann

[Report including Project Manager]

Afternoon All

Hope you are all safe and well and had a lovely Christmas.

Please would it be possible for some help with a report to show literally the Project manager of each project we have?  I have attempted this numerous times but my knowledge is limited with linking tables.  I am looking to complete a basic report that would supply a list of all project ids, project names and project manager.  I have tried using the table "Projects" which gives me the Project ID, Project Name but not the Project Manager.

I have tried linking the table "Project Members" but can't seem to get that to bring back the project manager field.  Please would it be possible for any guidance or help with this as it is becoming quite an issue for us now?  Thank you.

Kind Regards

Ann

[Assigning a task]

Afternoon @AlexTumber

Hope you are safe and well and had a lovely Christmas.  

Please would it be possible to advise if there are any developments regarding being able to assign to a team within Hornbill Project Manager please?  Thank you.

Kind Regards

Ann