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khdlr
khdlr
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  • I too have this requirement and I am not in favor of adding vendors as a user in the system, no matter if they do or do not consume a license. Adding users requires admin privileges, is slow and is not effective. I need my project managers to be able to add a vendor or a contact to an individual pro...

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  •  in Workfront Ideas 7/1/19
    Allow for project managers and team members to add contacts that are related to the project (but don't need project access) from within the project and allow for a list view of the contacts (just like the expense list view). Every project has people that are related to the project that may need to ...

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  •  in Workfront Questions 10/30/18
    Thank you for the detailed instructions on how to set this up. I truly appreciate your time!! To answer the question, what is it I am trying to accomplish let me try and describe the use case. On almost any project I have contacts that I may need to call to obtain additional information. On one proj...

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  •  in Workfront Ideas 10/30/18
    To add to the request It would be helpful to have the "Contact List" as a menu drop down so that project team members can quickly get to a project contact list. Not a staffing or people list, a project contacts list. The team members should also be able to add project contacts and the system admin...

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  •  in Workfront Questions 10/20/18
    Vic: Thank you for your reply. This make sense, and could use some more information from you. Is your workflow (for adding "Contacts")?: 1. Go into setup and add the person as reviewer 2. Add a company to assign them to in their profile 3. Update the settings for the profile Or something different O...

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  • Good day, as I am new to Workfront, I seem to be missing a piece of the puzzle. For my projects I have loads of contacts that are not "Users" of this system. I engage with vendors, contractors, etc. They all have contact information. Often times I need to call them or send them an e-mail to check on...

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