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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 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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  •  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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  • They've been merged! Thanks - great idea. Erica Baitler Precision Effect Inc.

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  • We just went through the implementation process and we were told that we weren't able to pull available hours data into reports nor calculate based on it. Erica Baitler Precision Effect Inc.

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