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JennTa
JennTa
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  • Hi, I'm having trouble figuring out how to create a report that compares planned vs actual hours broken down by user when there are multiple users assigned to a task. For example: Designer + Editor are assigned to a single task Planned hours on the task are: Designer has 8 hours and Editor has 3 ...

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  • The support team recommended I add the first one on my list to the idea exchange, so here's the link: https://support.workfront.com/hc/en-us/community/posts/360007958793-Show-Totals-for-Daily-Projected-Hours Jennifer Tanabe Director, Project Management Vertical Measures

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  • Hi, I've been unable to get this answer so I'm posting this in the community. I have two questions surrounding resource management tools: On the team working on tab, there's a settings option to "show totals for daily planned hours." This is super helpful. But when you toggle off the settings opti...

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  •  in Workfront Ideas 5/21/18
    In the team working on tab. I would like to see the total for daily projected hours like we're able to see the total for daily planned hours. It's a feature in the legacy resource planning grid, which our team uses every day, so it needs to be a feature in the new team working on tab as well. Scre...

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  •  in Workfront Ideas 5/8/18
    It would be great to have the option to export the data in the Team Working On tab to Excel. Sometimes we do a little data aggregation and that's the only way we've found we can do so. The current resource grid has this functionality so I'm hoping the new tool that is intended to replace that can ha...

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  •  in Workfront Ideas 4/11/18
    We use HubSpot and would love it Workfront was able to integrate with it. For example, when we create a project or request in Workfront we could se it up so that WF would send that data and automatically create a new deal in Hubspot. This would be amazing and cut down on the tedious task of ...

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  •  in Workfront Ideas 4/2/18
    Problem: Currently, if you add an expense to a project and you check the billable check box, the expense is added to the actual cost of the project. Theoretically, this shouldn't be the case because an expense that is marked as billable means that we're expecting to recoup those $$. Proposed solu...

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  • Hi Vazgen, Thanks for reaching out to gather feedback. There are a couple areas of improvement that would be helpful for how our agency uses Workfront. Team Working On: The current Legacy Resource Planning Grid allows you to see total hours for the week and month if you condense the grid and/or ...

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  • Hi all - I'll be there as well with one of my co-workers! We'll be teaching a Product Fundamentals session on our agency's quick wins (From Sales through Project Execution). Hope to meet some of you in person! Jennifer Tanabe Director, Project Management Vertical Measures

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  •  in Workfront Ideas 1/25/18
    Yes, we would find this beneficial. We were told the same thing, and the workaround was to use the rejection issue process combined with a custom form used on the rejection issue. That's the only way we've been able to report on rejections (or what our agency calls first pass yield).

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