Next Step in Portfolio View

In Portfolio view, I've added columns "Next Step Type" and "Next Step Date" but nothing is populated. see attachment.  Am I missing something?

Thanks,

Chandra

 

 



[edited by: Chandra Asken at 5:54 PM (GMT -6) on 15 Dec 2015]
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  • My understanding is it’s reading Step Date for “Next Step Date”, not Due Date.   Our Step Date is the date we enter it, so that’s in the past. 

     

    Chandra Asken

    Senior Manager, Development Information Technology

     

    415.503.5339 phone

    casken@sfsymphony.org

     

    S A N   F R A N C I S C O   S Y M P H O N Y

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Knight
    Sent: Wednesday, April 13, 2016 9:51 AM
    To: Asken, Chandra
    Subject: Re: [Tessitura Development Forum] Next Step in Portfolio View

     

    Hi Chandra,

    Did you ever find a solution?  We are having the same issue.

    Michael

    From: Chandra Asken <bounce-chandraasken4838@tessituranetwork.com>
    Sent: 12/15/2015 5:53:41 PM

    In Portfolio view, I've added columns "Next Step Type" and "Next Step Date" but nothing is populated. see attachment.  Am I missing something?

    Thanks,

    Chandra

     

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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  • My understanding is it’s reading Step Date for “Next Step Date”, not Due Date.   Our Step Date is the date we enter it, so that’s in the past. 

     

    Chandra Asken

    Senior Manager, Development Information Technology

     

    415.503.5339 phone

    casken@sfsymphony.org

     

    S A N   F R A N C I S C O   S Y M P H O N Y

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Knight
    Sent: Wednesday, April 13, 2016 9:51 AM
    To: Asken, Chandra
    Subject: Re: [Tessitura Development Forum] Next Step in Portfolio View

     

    Hi Chandra,

    Did you ever find a solution?  We are having the same issue.

    Michael

    From: Chandra Asken <bounce-chandraasken4838@tessituranetwork.com>
    Sent: 12/15/2015 5:53:41 PM

    In Portfolio view, I've added columns "Next Step Type" and "Next Step Date" but nothing is populated. see attachment.  Am I missing something?

    Thanks,

    Chandra

     

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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