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Carry Forward Projects

  • 1.  Carry Forward Projects

    Posted 10-04-2016 03:50 PM



    We are trying to find an OOB option to tag Carry Forward projects. Could you share how it is done in your company OOB or Custom?



  • 2.  Re: Carry Forward Projects

    Posted 10-28-2016 05:08 PM

    Can you be specific on your requirements?
    Is simple Yes/No attribute enough or do you need something more detailed or some kind of process?

  • 3.  Re: Carry Forward Projects

    Posted 10-31-2016 09:52 AM

    Hi Davor,


    We are all set with this. We didn't want to create any custom field to capture this data. We decided to use *CO-* in the Project name.



  • 4.  Re: Carry Forward Projects

    Posted 10-31-2016 10:06 AM

    Great if it works for you :-)

    May I ask why you did not want to create custom field?

    The disadvantage of categorizing projects by their name is that you can spell ‘CO-‘ in many ways with small and capital letters and even misspell completely.

    But again great it works for you…




  • 5.  Re: Carry Forward Projects

    Posted 11-02-2016 03:52 PM

    Absolutely agree with the issue of going against the name rather than a custom field.


    This is a one time exercise and  creating the custom field it won't be showing up on the OOB portlets.That's why we decided to go with the name.



  • 6.  Re: Carry Forward Projects

    Posted 11-03-2016 06:14 AM

    You are right, custom field does not show up automatically when you create it but it only takes a minutte to add it to OOB views :-)


    BR Davor