Community Topics

I would like to be able to export the utilization revenue for more than 1 month at a time. Right now I export this for each month of the year and combine it for a full year picture of the revenue forecast. If we remove the monthly constraint we could then export multiple months at a time. In additio...

Customer has project managers and resource managers that are required to have manage access to projects in order to do their job, but this access allows them to potentially approve the business case for these projects. The customer wants to know if there is a way to limit access to the business case...

The ability to copy and move expenses like tasks would be beneficial as we have many expenses that are repetitive each month and there re times expenses move from one project to another.

Can additional restrictions be added to the access level for "financial data"? If you give someone edit access it let's them recalculate finance, which you rarely want to do on an ongoing project. There are cases where it is acceptable, but an admin should do that. Unfortunately, if you don't have e...

Hello!We are facing the challenge of making our controlling even better with Workfront. When evaluating projects, the job levels (principal, senior, expert, junior, trainee) play a major role, since recorded hours have to be put in the right context.Unfortunately there are no job levels in the syste...

We are currently using WF across several agencies in different countries and are using Groups for our department structure as well as our various global agencies.It would be great if like all of the other ways to customize various settings by Group, if we could customize expenses by Group. Certain e...

Currently Workfront calculates Estimate at completion by using the cost performance index and planned cost to estimate the the cost at completion. This method assumes that performance to date will match performance in the future. I would like an additional EAC field that would assume that the remain...

Billing and Cost rate access, within Financial Data, is treated as equal parameters in Workfront.However, in practice cost rates, unless banded, are much more sensitive than billing rates.We would like an option to split the two in the Access Level so we can cater for the following scenarios:As a pr...

It is good to have an option to configure to automatically recalculate the finances instead of manually recalculate over the projects or bulk edit.Just like how we have configure to automatically recalculate the timeline

Users with access to the Job Role table need to enter bill/cost per hour in the HQs base-currency (in our case it's GBP).When adding non-GBP rates (i.e. EUR) we need to convert the EUR rates offline into GBP (aligned to the Workfront currency table) and then add the rates in as GBP.A more user-frien...

Add a billing record column that allows for the date payment was received to be captured.

Addition of "Paid" as a billing record status.