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JosephBe1
JosephBe1
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  • Terry, If you create a Project Report and then group projects by Program Name, will that accomplish your goal? That way, you can check the box to view in Gantt chart view under report Settings. It will give you names of each project on the left side and Gantt view on the right side. You can then fil...

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  • We are not using the check out option either. Not sure what the benefit is because of the versioning function. Joe Benes Brighthouse Financial Charlotte, NC

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  • New proofs are showing the thumbnails again. Thanks to all. Joe Benes Brighthouse Financial Charlotte, NC

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  • Leslie, This is an interesting concept. I tried it in the sandbox for my instance but when I converted the task to a project, the task was deleted from the MASTER project. This is the message I receive: Do you then go back and re-enter the task in the MASTER project and then add the cross-project pr...

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  • When we Generate a Proof, we usually get a thumbnail of the piece. Today, we started seeing this image: Is anyone else having this issue? Any proof that was generated before today has the thumbnail image. Only the proofs we have generated today have the generic image. The type of file generated does...

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  • Wendy, You have the ability to change the subject line for the email notification. Go to Setup Select Email from the options on the left navigation bar Select Notifications On the "Event Notifications" tab you will see a list of available notifications Find the one that reads "Document App...

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  • Karen - one of my users just approached me last week about a Salesforce and Workfront integration for email and direct mail sends. I have not been able to dig into this possibility much yet, but I believe the best solution would be to develop an API. There are a couple of canned ones out there but I...

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  • I am running into the same problems. Users cannot update the percent complete from the project task list. They also cannot add an update when in the task. Both situations generate the error message " You do not have sufficient access to edit this Task". It just started happening today with my users....

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  • Terry - that change fixed the issue. Thank you for sharing. Joe Benes Brighthouse Financial Charlotte, NC

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  • I have created a task report that shows tasks that can start for each user. The issue I am having is that if a task is assigned to more than one person, the task does not show up on the report. It shows in the My Work area, but our users use the report I created on a dashboard with other reports to ...

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