We are trying to get a better view regarding how many planned hours each
project will take and the remaining hours, what the roles on each
project are and the # of hours each role has planned on the project. We
have the following: A resource management dashboard that has reports
based on teams and t...
We're struggling with updating assignments on a large scale, swapping
one assignee to another without hour repercussions. We're very familiar
how to swap assignments in the scheduler, but if you bulk edit tasks
from a report, remove one person and add another, it adds the new person
with 0 hours ins...
Hi everyone, The use case is as following:Project managers just want to
assign new tasks to some team(add it to team's backlog) and then team
lead will take care of it and assign tasks at some later point. In this
case backlog can have several tasks already with planned dates and hours
and eat let's...
In our custom form for adding Resources we want to be able to select a
Content Strategist. The Typeahead field currently allows me to enter
anyone from our firm regardless of their role. Is there a Filter that I
can add that will just make only the Content Strategists be the possible
roles to choose...
New Blog! Resource Management Part 2 - Work Planning and Resource
SchedulingTo continue the Workfront Wednesday: Did You Know? blog series
on Resource Management, this week focuses on the suggested building
blocks needed to properly use the Workload Balancer and Resource
Scheduling tools in Workfron...
I went to SET UP / Custom Forms and pulled up an exiting form and the
PRJ equivalent so both are open at the same time as I am working to make
additions to the original form. I added a new sub-section with
questions. I added logic to the sub-title name like so:"Display if
Marketing Request Type NAME...
I've recently watched the LEAP video with Schneider Electric and thought
that was fantastic but looking to see if another company has other tips
and tricks in doing this.
We have a group of video editors who have fairly irregular schedules.
They can work up to 5 days a week on any combination of Monday to Sunday
and either morning or evening shifts on those days. Random example:M T W
T F S S9-5 | off | 9-5 | 4-12 | off | off | 9-5 While we do our best to
create predi...
We've created content publishing calendar for a wide range of assets
(blogs, emails, white papers, press releases, etc.) based on a specific
task name in each project type so we can see the actual publication date
of the asset. Each asset has its own search parameters so we can just
see all blog or ...