To assist with making the project templates more functional, I have created custom fields for various types of resources (i.e. Project Engineer, Salesman, etc.). To make this fully functional and make the project templates worth while, how can I input a field as a resource within the project template. That way, when these custom fields are updated at the Project level, they will automatically be updated within the tasks contained within. There must be a way to do this.
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Hi !
I'm facing exactly the same issue, as Ressources have Time&Expenses or Team Member licences there is no easy way to populate task field with data entered at project level.
Today in the EU webinair I was proposed to create a workflow rule for that, unfortunately it is not working, the support send me back to the webinair or chargeable services.
I'll attend the webinair tomorrow ...
Jean from Paris
I would create placeholder resources as "None" (free) users as opposed to using custom fields. That way you can find & replace a Salesman resource when you know who that person is going to be.
Jordan did you ever figure this out? I too am looking for this solution. Thanks!