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  • Workfront
8 of 8 Conversations
  • 15-02-2022
    We would like to see the ability to create billing records with $0 amounts / actual revenue for any R&D projects we complete.At the moment, it let's you override by using company billing rates, however, since user billing rates still apply when adding hours to billing records, this defeats the purpo...

    Type

    Ideas

    Views

    5

    Like

    1

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    0
  • 21-12-2021
    Currently, there is no detail view for billing record custom forms. It is only available in edit mode. This has some blocking results:If the billing record is set to "Billed" there is no way to see the custom form/fieldsIt is not possible to give users a "View" permission on sections of the custom f...

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    Ideas

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    11

    Like

    1

    Replies

    0
  • 02-12-2021
    Maybe I can't find this in current environment, but being able to export a billing record as single combined artifact (PDF) would be very helpful for us to provide back to a stakeholder.We are utilizing reports today to help compile billing records across multiple projects, et al, but a single expor...

    Type

    Ideas

    Views

    9

    Likes

    2

    Replies

    0
  • 14-07-2021
    Workfront should allow aggregations on calculated fields in a report (or any other column in a list view). For example, right now, if three people are assigned to a task, you can aggregate the cost of their labor based on their role cost per hour or user cost per hour. But in many consulting firms, ...

    Type

    Ideas

    Views

    8

    Like

    1

    Replies

    0
  • 27-10-2020
    Where a task has existing hours added to a billed billing record, it would be useful to see a warning appear if the Revenue Type field is later changed from User Hourly to Not Billable.

    Type

    Ideas

    Views

    11

    Likes

    3

    Replies

    1
  • 25-01-2021
    Add a billing record column that allows for the date payment was received to be captured.

    Type

    Ideas

    Views

    6

    Like

    1

    Replies

    0
  • 25-01-2021
    Addition of "Paid" as a billing record status.

    Type

    Ideas

    Views

    6

    Like

    1

    Replies

    0
  • 30-04-2020
    As an enterprise company processing hundreds of projects with rates tied to them, I would like to have a central place to log multiple time-boxed or time sensitive rates available at the company or user level, not just the project level that we currently have. (The multiple rate functionality we cur...

    Type

    Ideas

    Views

    10

    Likes

    4

    Replies

    0