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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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