The Vision Tips & Tricks session is typically one of the most attended sessions at Insight. It is attended by beginners, intermediates, and experts who are all looking for easy to remember nuggets of information to unlock the power of Vision. By overwhelming request, I will share some of the tips that I covered in my session.
Use the Project Info Center List View to Display Phases and Tasks:
The ability to add Phase and Task (WBS2/WBS3) records to the project info center list view was added in version 7.1. Use the advanced search to control which records are loaded to the list view. The project level drop down now has an “any level” option. We’ve also added a Display drop down above the results grid.
Look for my next tip next week.
Do you have a Vision tip or trick to share? Please email me to share yours. I’m always on the lookout for new tips & tricks to share. You can also request to be added to our client advisory council space on Kona. This space is used to share tips and tricks, as well as provide feedback on features and applications we are developing.