B
blcoopdaddy
I would love to set up BCM so that I can get a view of all of my Business
Projects sorted by Account, and Project Tasks for each Business Project, i.e.
Account 1
This way I would have an organized view of everything that I have to
accomplish. Is it do-able?
If not, how about at least sorting project tasks by Account? I tried to do
this by customizing the open business projects list (thanks Clinton Ford),
but when I set up a My Open Business Projects search folder to sort by
Account, nothing shows up in the Account column. How do I get it to
recognize my added accounts? Also, will I have to update the search folder
every time I add a project or an account? (defeats the purpose. . .)
Thanks in advance!
Projects sorted by Account, and Project Tasks for each Business Project, i.e.
Account 1
etc.Project 1
Task 1
Task 2
Project 2
Task 1 Account 2
Project 1
This way I would have an organized view of everything that I have to
accomplish. Is it do-able?
If not, how about at least sorting project tasks by Account? I tried to do
this by customizing the open business projects list (thanks Clinton Ford),
but when I set up a My Open Business Projects search folder to sort by
Account, nothing shows up in the Account column. How do I get it to
recognize my added accounts? Also, will I have to update the search folder
every time I add a project or an account? (defeats the purpose. . .)
Thanks in advance!