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EricaBa
EricaBa
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  • I think you need to check what status your "on hold" equates with. I think we had to create our own version of a hold status to stop people from being able to bill time to the project, get notifications, etc. I'd start there! Good luck on all fronts - Erica Erica Baitler VP, Operations precisioneffe...

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  • I am trying to identify an organization that is currently using Workfront as the Operational System of Record and Infor as the Finance system of record. If your organization uses both, can you please let me know? We are in the process of implementing Infor and are looking for insights into the proce...

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  • I recall once reading that there was a trick/shortcut to get Workfront to show you all of the options from a prompt vs. having to start typing if you don't know exactly what you're looking for. I cannot find the discussion - does anyone know what I'm referring to by any chance? Many thanks! Erica Ba...

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  • I have an update! I figured out that i could create two job roles for Finance. 1 is positive $100 billing rate and one is ($100) billing rate. By using these two rates, they are able to move revenue from one task/project to another in timesheet entries and it's easily reported on. While we cannot do...

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  • I have a call with Workfront tomorrow to talk about the options. In our previous system, finance could make a negative hour entry (which workfront doesn't recognize) on one project and a positive hour entry on another project to move the revenue from one project to another and maintain the audit tra...

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  •  in Workfront Ideas 11/5/19
    The article linked above is inactive but I found some info about deactivating objects here: https://experience.workfront.com/s/article/2019-2-Features-Released-Directly-to-Production-2083262508#DeactivaIs Deactivating them the same as archiving the full contents of a portfolio for example?

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  • Does anyone have a good workaround for transfering hours between projects? We could do this with ease in our old system and we are too large to manage this on a timesheet by timesheet basis. Eager for ideas! Erica Baitler

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  •  in Workfront Ideas 10/31/19
    Workfront - Can this be merged with the Transfer of submitted/reported hours idea? It's the same comment and it's a really valuable topic!

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  • At our pre-Halloween office celebration, Laura and I were the buttons as planned, and then we had an editor show up in Workfront celebration costume as well - handing out tasks to the team :-) It was a very proud moment. Erica Baitler

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  • My fellow system admin @LAURA O'MALLEY and I are dressing up as the "Done" and "Done with my part" buttons because our users are still learning to use this button consistently! This is Laura :-) Erica Baitler

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