Hi, I saw your post, and have a question. I didn't realize you could budget a certain % towards a primary or secondary job role and have it reflected in the legacy resource planning. We have a couple people that have dual roles. Can you share how you currently do it? Thanks! Jenn

Problem: Currently, if someone comments on a proof, other users on the task will receive a proof comment notification via Workfront and email, if email notifications are turned on. This is very annoying for a user. For example, if 20 comments are left on the proof, the other user will receive 20 ema...

Hi Rachel, We had a similar need a few months back, and worked with a consultant to figure out a solution. Here's what he set up for us: Custom form with dropdown of rejection reasons (sounds like you've already done this) Then we had to change the relevant task approvals to "If rejected creat...

Hi Alison - Before I submit an idea to the Idea Exchange, I wanted to check in with you on this one to clarify. Are you saying you hope to pull an hours report that displays a resources available hours for a given time period, taking into account a resource's scheduled time off?

Hi Maricel, The area of WF I'm referring to is the "Scheduling" tab within the "People" section. If you're using the scheduling tool to assign resources and a team member has time off scheduled, it's not very noticeable. Not sure if you can access this screenshot, but here's exactly what I'm re...

Hi David - Thank you for your response. I plan on checking the updates out in the preview environment. I'm curious how your company resource forecasts then, if at all. Let me know when you have the time. Thanks!

Our digital marketing agency mostly handles month-to-month projects for our clients. This means that we would plan for July scope now, while we're currently in June. The ideal situation, which we always urge our account managers to do, is plan out at least 90 days, but that doesn't always happen. Th...

If there are 2+ users assigned to a single task, and the task is set to simple with a different allocation of hours between the resources (example below), there is no way to see how many hours are allocated to one person vs. the other if I am the resource working on the task. I suggest adding a feat...

Our agency tends to have month-to-month projects, meaning we don't have a lot of work planned out for months in advance. This makes it difficult to resource forecast. We've found a work around by setting up dummy resources for various roles of our company and then adding these resources to a resourc...

In the Scheduling Tool, the only way you can tell if a resource is scheduled for time off is this light grey bar that stretches the width of the time off dates. I've noticed that the grey bar is buried in within other tasks that may be assigned, so it's not easy to tell if a resource is available or...