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ChristineZh
ChristineZh
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Re: Improve the Business Case functionality & export - Workfront 03-06-2022
We add multiple custom forms to the Business Case that are used at various stages throughout the change management lifecycle of a project (concept, risk consideration, project request with all the reviews and approvals, vendor management, project implementation, performance monitoring). It would be nice to either print all of the Business Case custom forms starting on a new PDF page or, ideally, if the user could select which custom forms they want printed at any given time. We don't want empty ...

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Project Approval Email Notification to Project Owner - Workfront 11-11-2021
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!

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Re: Field that links to actual project expense in Expense Report - Workfront 10-11-2021
Amazing, thank you so much Mike!

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Workload Balancer Ability to View Assigned Work Users by Project Owner - Workfront 01-11-2021
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 of the projects/portfolios they've been assigned work on.This becomes a major issue when you try to use the Workload Balancer to resource by each PM's projects. There is no way to show all projects tha...

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Re: Subtract custom field on Portfolio object from sum of actual hours on a Hours report - Workfront 25-10-2021
Hi Christine, With the current reporting, I believe the "and subtract them" part will be out of reach, so instead, invite you to consider: exporting the numbers you have to Excel and doing the math there (low cost, not counting your time, but extra work)using Fusion or our UberCalc solution to periodically push the sum of the hours of interest into a portfolio level currency custom form (some cost, but then enables you to make the simple subtraction you needusing our Budget to Actuals solution t...

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Re: Ability to pull Budgeted Labor Cost into a Project Report - Workfront 20-10-2021
There is a Budgeted Labor Cost field in the Financial Data report, however, when I add it to my report, it doesn't pull any data from my project.. not sure why that is or if the field references something else entirely? I too would like to have access to the Business Case Budgeted Labor Cost area.

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Re: Enable Batch Editing of the ProofHQ user settings - Workfront 13-10-2021
I second this! We have hundreds of reviewers/approvers who need their default proof settings changed to Reviewer/Approver as well as update their timezones, standardize their default notifications and disable their ability to download the original file.

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Download Final, Approved File - Workfront 13-10-2021
It would be great if we could have a checkbox option that would allow certain users, usually the final reviewer/approver or original requestor to approve the final, clean, approved proof/file. Currently, you only have the option to disable this feature completely.We'd like to automate the ability to deliver final, hi-res files to the requestor, but not have them download files that haven't gone through the review process.

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Re: Notifications when a new expense is added to the project - Workfront 12-10-2021
I second this! It would also be great if our Finance person could receive this notification.

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Expense types by Company or Group - Workfront 07-10-2021
We are currently using WF across several agencies in different countries and are using Groups for our department structure as well as our various global agencies.It would be great if like all of the other ways to customize various settings by Group, if we could customize expenses by Group. Certain expense types aren't relevant for certain agencies.

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