I am seeking votes for the following that has become an issue for us.
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. Our current workaround
is to run a report to...
Hello! My team has used Workfront for a few years as an internal/shared
services marketing team. We support the business units and do not use
quotes/invoices. We recently merged with another team that previously
used Advantage but as of Jan 1, we are all in Workfront. The new team
has external clien...
Hello! My team is currently using Workfront and we are merging with
another team that uses Advantage. We will continue in Workfront for all
project management but would like to keep Advantage for the financials
(generating invoice, billing rates, tracking expenses). Any other
agencies that kept Adva...
Hi Everyone,I hope someone can help and make me feel less crazy. 😜 I
have templates that our teams use to create projects. In the template,
the tasks have "Revenue Type" marked as either "Not Billable" or "Role
Hourly". The idea was that they should not be deciding which tasks are
billable vs. non ...
To wrap up the Workfront is Simple series, this week's blog, Part 3,
focuses on the final setup segments ‚Äî people, finance and system
protocols. Learn setup and best practice recommendations for resource
management, finance management and overall system capabilities ‚Äî
confirming our sentiment in...
I have had an inquiry from a Corporate counterpart wondering if task
time can be allocated to Financial buckets such as capital, expense,
General Admin? We currently allocate a particular project and its tasks
to a company thereby allowing for allocation of time that way, but he
wants to be more gra...
Hey, I started trying to use the "Expenses" tab to track outgoing
payments that are allocated to our projects (e.g. for third party
vendors or legal costs). The question I have is how can I report on how
these are changing? For example, when I am 4 months into a project is
there anyway I can pull a ...