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EXP_-_DustinMa
EXP_-_DustinMa
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  • Hi Lisa, It looks like you're referring to a timesheet that would span more than Mon-Sunday. If you adjusted your timesheet profile to be say 2 weeks instead of 1, you would see the back/forward arrows that allow you to move through the different weeks that fall in that timesheet's range. The back t...

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  • Hi Mike, Vic is pretty close, but in order to attach a milestone to a task, you first must build out the milestone path. You can build the milestone path via Setup -> Processes -> Milestone Paths . Once you have a path built out, you'll go to a project you want the milestones on, edit the project se...

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  • Hey Skye, We recently (Novemberish) changed how we handle the SSO table in Preview, it no longer gets wiped out each refresh. Same for those companies that have a SB01 or SB02 environment (a custom refreshable sandbox). You can now set up SSO for Preview (usually used for testing or for companies th...

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  • Hey Eric, We don't actually use Microsoft Exchange as our email provider. We also have a different email provider for employee email vs system email. In some situations, you may have an arrangement with your Assigned Support Engineer to notify you of an outage. In some cases, like mine, I found out ...

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  • Hi Esther, When you have the box checked to "Send work I assign to myself to my Working On tab", the system assumes you know you're creating a work item for yourself, and does not send an email alerting you that you have one. I hope this information helps! Thanks, Dustin Martin Tier 2 Assigned Suppo...

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  • Hi Steve, We would recommend going to

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  • Hi Martyn, If you export a blank kick-start file with issues as the selected object, you can open it and you'll find several of the fields are bolded. Those are the required fields. Off the top of my head, here are a few that come to mind: isTrue | ID | setName | setOpTaskType (this one is if it's a...

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  • You folks are all awesome! The responses here have been great. You could also do a parameter report and just filter off the category. The Workfront database has a lot of callbacks to the old AtTask structure, stuff that was here waaaaaay before I was hired. For instance, "Category" refers to Custom ...

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  • Hi Sarah, So technically, no. A requester isn't going to have much access to anything, they can't even update a task. However.... a reviewer lets you update a task, add documents, see task details, subtasks, issues, and even see hours. Now, they're pretty limited in what they *can* do, but they coul...

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  • Hi Sarah, Brooke is on point with this one. If you want your freelancers to log time and whatnot, they'll have to have a minimum of a work license. I've worked with many of our clients over the years, and what I've typically seen is a generic login, or set of logins depending on the amount of contra...

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