Is it just me or is there no out-of-the-box email notification that gets sent out to a project owner when their project gets approved or rejected? I only see notification settings for delegated approvers. Am I missing something? Thanks!

Amazing, thank you so much Mike!

Thank you so much Mike! This works beautifully. I was wondering, however, is it possible to swap out the ID and link the Expense Description? Thank you!

Piggybacking onto this thread – does anyone know if there's a better way to reference an expense on a project than the crazy long expense ID? It would be great for a PM to be able to reference or check up on the status of an expense using this unique ID.

Hello WF Community, Does anyone know if there's a field that you can add to an Expense report that will link to the actual expense line item on the project? I'd love for my finance person to be able to go and look into a specific expense by clicking on this link as opposed to clicking on the overall...

The assigned work filters in the Workload Balancer filter by work attributes and filter by user attributes independently of one another. For example, if you try to filter by Portfolio, the balancer will only show you those hours associated w/ that portfolio, not a user's full allocation across ALL o...

@Sarah Wilkerson‚ just curious, are your creatives required to fill out timesheets?

Marta, we felt the same way when we tried to implement the workload balancer in our in-house creative agency. After vetting several RM tools, we ended up going with Harvest Forecast because it was intuitive and simple. There are a lot of features that Forecast has that the Workload Balancer could be...

Hi Tammy! I'd love to join this call as well if possible. We faced similar issues when I was the WF Admin at Chobani. Would love to hear about everyone's pain points and how they're troubleshooting. My email is: Christine.Zhu-ext@ab-Inbev.com Thank you! Christine

Hello! I am trying to find a way to accurately calculate the real time remaining retainer amount of a portfolio. Our issue is that only certain job roles count against this retainer. These include PMs, Creative strategists and Strategists. I've created a custom retainer field and attached it to the ...