I'm curious what financial programs everyone uses with an API connection to Workfront? My team recently merged with a team that has billable clients and used Advantage. We agreed to use Workfront for project management but our billing coordinator is manually entering financial details into Advantag...

I agree with you, Heather! Reoccurring tasks could be so beneficial but it seems like I spend way too much time having to manually update and adjust tasks.

Hello - I'm interested in being part of this discussion as well. We recently merged teams and this would be very beneficial in the way we are currently handling projects.

Thanks for the response, Doug. Maybe I should have worded my question differently - I'm wondering if anyone is tracking the estimate amount in a current financial field within Workfront or if it's best to create a custom field within the project or task custom form?

Thanks, Heather! I wasn't sure if any of the standard project overview fields made since to store estimate information. I like the idea of a custom form. Do you have anything set up in the fields to track estimates that aren't approved too?

Hello! My team has used Workfront for a few years as an internal/shared services marketing team. We support the business units and do not use quotes/invoices. We recently merged with another team that previously used Advantage but as of Jan 1, we are all in Workfront. The new team has external clie...

We update our request status to closed. There's also the option to create a request status under project preferences in the setup area.