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KurtOs
KurtOs
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Re: Salesforce integration - Workfront Fusion 2.0 01-06-2021
We have a project creation and update scenario built on opportunity stage changes, to keep WF projects and opps in sync. Most of the modules work well. The only trouble spot is defining how to equate user data between the two systems. We currently use an employee ID field match between both systems using search modules, but our current build is not efficient.

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Re: Is there anyone here using agile in a Creative workflow? - Workfront 03-05-2021
We are exploring opportunities to define some agile teams in our org as well. Our need is driven by shared work where team members pickup work started by others - managing marketing lists for example. The whole team gets the assignment, and whoever clicks work on it first moves it from the backlog onto the board. From there, other team members can "pick it up" and continue work / log time to the task. Agile is one of those areas where you need to map and test the process and user experience firs...

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19

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Re: [Enhancement Request] Notification in Proofs of Projects Cancelled/On Hold - Workfront 06-04-2021
Agreed. There should be a way to cancel a proof after created, without deleting the proof all together.

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Re: Delegate Approval for Timesheets - Workfront 24-03-2021
Yes! Every time we train new managers, they see the Delegate My Approvals option on the home screen and the time-off calendar, and assume it includes timesheet approvals. Current state is mis-leading from a user experience perspective.*One note - as a manager, you are able to edit the approver on the timesheets you approve, so no admin is required to do that step, but it is not easy to train, especially when they see Delegate My Approvals as the obvious preferred option.

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11

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Has anyone built a scenario that automatically adds vacation hours to a user's timesheet after they have added time-off to their personal time-off calendar? - Workfront Fusion 2.0 04-03-2021
We currently have log time to future dates turned on in timesheet preferences, but leadership is asking that to be turned off, with the exception of vacation days, so those hours can still be entered in advance. If we can automate hours getting logged as vacation based on time-off calendar entries, the Fusion scenario could backdoor the future task dates setting (I think), while also making it easier on the users, so they don't have to update the calendar, AND log time on their timesheet for the...

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8

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1

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1
A way to export Fusion scenario as Excel, PDF or Visio? - Workfront Fusion 2.0 03-02-2021
I'm wondering if there are any other options to export the details of a Fusion scenario, other than the JSON export option? We are trying to document each of the modules, filters and routes, and It would be excellent if there was away to export to PDF the scenario visualization with notes added, or export each module and filter as an Excel with details in columns, or something similar. Otherwise, documenting each piece manually will be very time consuming.

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7

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Re: Parent/Child Projects - Workfront 26-10-2020
The data structure in Workfront can be adjusted to provide some semblance of parent child relationships using programs, but it requires creating the parent level by cross referencing two other objects to make the parent, vs. giving the parent its own object. For example, if there are 10 projects within a program, you have to use a secondary reporting object to group those 10 projects into separate buckets (Project Group, company, template ID, or custom field). But from a UI standpoint, this requ...

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20

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Show actual hours in the workload balancer - Workfront 30-09-2020
We love the new edit allocation feature in the Workload balancer. It would be even cooler if actual hours already logged could be shown, or related to adjusting allocations.For example, if a task has 20 planned hours, and 5 actual hours were logged on the first day of the task, then the allocation for the remaining days should show the remaining planned hours (15) split across the remaining days, and the first day should show 5 actual hours and not be editable.

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20

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13

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Re: Include Job Roles in Group Administration - Workfront 14-09-2020
Yes! Having a way to manage job role visibility within one instance is a must. We are onboarding our EMEA office into our instance, and their job roles, with rates adjusted for currency calculations, should be able to be separated from other roles in the system.

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9

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Allow Contribute access to calendars for Work license-holders - Workfront 23-01-2020
Currently, Work license holders only have View access to calendars created by Plan users. Allowing Contribute access to calendars for Work license holders would allow them to add ad-hoc items to a calendar, like travel, or non-time-off related out of office info. Currently, shared Google calendars are used by our teams to do this, but this is duplicative with some of the other project work reflected in the same calendar which can be automated using the Workfront calendar.

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4

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3

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