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Kris Ryan

  • Total activity 55
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Activity overview

Latest activity by Kris Ryan
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    Kris Ryan commented,

    Because all fields are cloned, it is currently causing us issues. We have cross-objects, but have a validation rule that they can only have one Charter assigned to a Project. The lookup field is on...

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    Kris Ryan created a post,

    Expose Project Visibility

    We would like to be able to report on or display the visibility of a project. We have created a roll-up field on the Project object to filter all team members that have a Group ID and the name star...

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    Kris Ryan created a post,

    Allow users to include Tasks not assigned to Projects in the Plan View

    Currently, our users create stand alone tasks (not tied to a project). They are considered light consult tasks and do not have the breadth necessary to create a Project. However, they would like to...

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    Kris Ryan commented,

    We totally need this capability. We create templates with unassigned checklist items. And unfortunately when you clone a project template, it does not change the ownership of all the associated rec...

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    Kris Ryan created a post,

    Automatically sync applied sharing rules

    We have a process in Process Builder that creates a share record for projects when the organization on the project is associated to an Alliance. We want to share the project with people on that All...

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    Kris Ryan created a post,

    TaskRay Time Component Task Default

    Currently, when you add the new TaskRay Time Component to your Task page layout and click on the 'Add' button, it prompts for the Task Name to search on so you can associate the time to the task. T...

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    Kris Ryan created a post,

    Allow negative time entry hours.

    We need to be able to allow the users to enter negative hours in Time Entry. The reason for this is due to the fact that we send the previous month entries to our finance department for 'billable' ...

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    Kris Ryan commented,

    Would also like the capability to remove fields, like 'Billable'. We don't use this field and it causes confusion for the users as to what it is and what it is used for. Just better to be able to r...

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    Kris Ryan commented,

    Would like this capability when cloning a template or any other project. Need the capability for any Checklist items, also.

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    Kris Ryan commented,

    We have added the Notes related list to the Project page, but now the user has to open another window to see all of the notes tied to that project. We had to create a Quick Action to allow them to ...