Just posted this in the idea exchange. "https://support.workfront.com/hc/en-us/community/posts/360001733673-Custom-Form-Layout" title="Custom form Layouts">Custom-Form-Layout I was surprised to not find this already in the idea exchange. Maybe its because I am on my 13th hour today.. s...

That could work or.. (This is what happens when I work more than 12 hours in a day.) I would at this point just have an excel sheet that has this info and include columns for the 32digit ID from WF for that role and for the person. Anytime I make a change I just create a new line in excel with the d...

Interesting... Would that logic work if you are looking at rates by role? We don't store rates for the person. Michael Lebowitz Marketing Analyst Michael.Lebowitz@guidewellconnect.com T 904-436-4240 | M 904-200-1364 Fax 904-565-6156 4800 Deerwood Campus Pkwy DCC 800-4-272 Jacksonville, FL 32246

Doug I am 100% in agreement with you about using billing records. We are just starting to use them this year and it will be very useful. However.... From a reporting perspective I still believe this is needed. I would like to see how the job role costs (Actual & Billable) change over time. I am sure...

I was surprised to not find this already in the idea exchange. Maybe its because I am on my 13th hour today.. so if this is duplicate please accept my apologies. One thing I have been very frustrated with custom forms is how the data fields are displayed once the form is rendered. In the custom form...

Hi Allison Thank you for putting this thread together. Here is one I created early last year and we have 39 votes.. so close!!!! @Karen Marck , thank you for the push. "https://support.workfront.com/hc/en-us/community/posts/115007377313-User-Costs-by-Roles-Rates-with-specific-time-periods?page=1#c...

What you are experiencing is what I refer to as the "Conversion effect". When WF converts an issue to a project it can only transfer the information a single time. So if you change info on the issue after that it will not update the project because the conversion already happened. You could In theor...

Welcome Mandy! You will find lots of advice here as there are some really seasoned admins doing some cool stuff. Are you able to attend Leap this year? Michael Lebowitz Marketing Analyst Michael.Lebowitz@guidewellconnect.com T 904-436-4240 | M 904-200-1364 Fax 904-565-6156 4800 Deerwood Campus Pkwy ...

From a project report add a custom column with this text mode. It will show you all the custom forms attached to those projects. From there just search via browser to highlight. Let me know if this helps. displayname=linkedname=directnamekey=category.nametextmode=truetile.name=component.objectcatego...

Hi Lisa and welcome! There are some exceptional resources in the community. Don't be afraid to ask questions because we have all been where you are now. I think I can say this for the group, don't expect to get it perfect the first try. Most of us are on our 2nd/3rd iterations. Michael Lebowitz Mark...