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KarenMa
KarenMa
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Re: Billing Rates/Rate Cards - Workfront 29-04-2019
Hi Leslie, I think you are on the right track with one company rate card per client tier. Another point you might want to consider: How do you want to manage updates to your rate cards? For minor updates like adding a new role, do you want the new rate to automatically sync to all your projects? Should projects always used the approved rates from the company rate card (i.e. no custom rates are allowed)? If you answered yes to both questions, I recommend going to your project settings checking "A...

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17

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Re: Planned Hours Report Help - Workfront 29-03-2019
Hi Greg, The new resource planner has a month view option that could help you get what you need if you are comfortable with excel. You would need to export the resource planner data using the everything/raw settings. If you delete all the rows that do not have all the data points (so only keep rows with project, role, employee, task), and then add in a column for vertical. You should be able to pivot the data and get the monthly report you need. I would also encourage all on this thread to vote ...

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35

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Re: Allocations per Team & Week/Month - Workfront 29-03-2019
Hi Marius, The new resource planner has a week view option, is there a reason this does not work for your team? I would also encourage you to vote for my related feature request to add assigned hours as a reporting object: https://support.workfront.com/hc/en-us/community/posts/360014275094-Create-Assigned-Hours-as-a-Reporting-Object-to-Improve-Date-based-Forecasting I also know some Workfront users solve planned hours reporting by week by creating smaller tasks that do not span weeks. Karen Kare...

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18

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Re: R19.1 bugs list - Workfront 07-03-2019
Hoping to see this updated to consistently use the same keyboard command through out the product. Either tab or enter work, but switching between the two is odd. Karen Marck Wunderman Worldwide

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31

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Re: Does anyone know how to replicate the People > Scheduling tab in a report? - Workfront 16-01-2019
Hi Corinna, It depends on which elements of the scheduling tab you need to put in your report. You might be able to get what you need by creating an Assignment report that contains total hours, start dates and end dates for each assignment (The hours specifically assigned to each user/role on a task, tasks with multiple users assigned will have multiple assignments). You could also try a calendar report where you filter to the appropriate tasks/issues. I suspect a custom label could be created v...

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10

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Re: User Initials as User Avatar - Workfront 12-11-2018
Great work and thank you for sharing all the files! Here is the link to the Idea Exchange post for those who have not yet upvoted. It is now marked as Not Planned, but I'm sure additional votes cannot hurt. https://support.workfront.com/hc/en-us/community/posts/115001153588-Populate-empty-profile-picture-with-user-s-initials Karen Marck Wunderman

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66

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Enable Group Admin Control of Companies - Workfront 21-09-2018
We use companies to assign rate cards to our projects. These companies each belong to certain groups, and we would like the corresponding group admin to be able to edit their companies' billing rates. Currently only a system admin can edit billing rates and it is less efficient than allowing group admins edit access.

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7

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3

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Re: Upvote Wednesday - Help Us Over the "Hump" - Workfront 20-09-2018
Voted for both. @Dagmara Garwell and anyone else voting right now, I have a request similar to yours that needs votes: The ability to report on future/assigned hours for forecasting. https://support.workfront.com/hc/en-us/community/posts/360014275094-Create-Assigned-Hours-as-a-Reporting-Object-to-Improve-Date-based-Forecasting Karen Marck Wunderman

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13

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Setting to allow user to close all tasks by closing project - Workfront 20-09-2018
Sometimes a user is behind on managing their project. If the project is ready to close they should not have to close all tasks. Instead, create a system level option to allow users to close all tasks by closing project. If this setting is turned on, when users try to close a project that has open tasks they would be asked: "This Project has open tasks. Would you like to complete all tasks and complete the project?" then they click either "Yes - complete all tasks and complete Project" or "No - d...

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6

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6

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1
Create Back End ID numbers for Custom Fields - Workfront 29-08-2018
Front end names should all be given a back end ID number. The ID number should then be used for Fusion calls (and API calls), so that changes to the custom field front end name do not impact the call. Currently, any changes to a custom field name break any corresponding API or Fusion calls.

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6

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8

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