I'm trying to wrap my head around if this is possible: I would like a report, similar to a Project List view, but one that can list project costs (expenses and revenue) filtered or grouped or prompt-enabled or otherwise separated by Fiscal Year (July 1 – June 30). This wouldn't be based on project...

I've found myself up to my eyeballs (again) in other urgencies, so I'll try this the first chance I get. Any chance of an explanation here of what this filter does? Never seen accessRules before, or CoreAction. THANKS!

Sandbox + "SysAdmin area at bottom of form" are both good safeties, in addition to the "how" of migrating the field across forms. THANKS! 

OMG... I was already upset that just anyone can create teams; didn't realize the level of other people editing/deleting them. I think removing the People tab just jumped closer to the top of my To Do list.

Skye:So obvious, Support never mentions it.  Also, so much about Workfront does not work in what we consider an "obvious" way that I never assume the obvious is how it works. In my years of working in IT/IS endeavors, I find Workfront kinda like entering Bizarroland.  Doug:You know, reading your...

Skye, I must be particularly inarticulate this morning and I'm not sure how to clarify further.  I don't need to know about the existence of a form (and I have used Doug's trick for that to great effect recently). Let me try one more time: From A and Form B should exist on all projects.Form A cont...

Sorry for the apparent lack of clarity: It's about needing to move Field X from Custom Form A to Custom Form B without a loss of data. BACKGROUND:We've used custom forms like modules so we can mix-n-match pieces and make changes without affecting some huge all-in-one form. So a given intake brief mi...

I've queried Support about this, but figured the Community might have their own insights: Do you have a process you'd be willing to share about closing out a fiscal year? How do you handle projects that span more than one fiscal year? Do you use billing records? (We do not and instead export everyth...

Freely admit I tried this with Support already, but was hoping the Community knew a trick. Feel like I've asked this of the Community before, but can't seem to find the post, if I indeed made one. I have a request to move a field, without losing it's data, between two custom forms. Both forms curren...

Took me a few minutes to re-find this promotion thread...found it! Here's one our project managers have been asking for and I found the idea already existed... Auto-Save Custom Formshttps://one.workfront.com/s/idea/0870z000000PShdAAG/detail