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EricaBa
EricaBa
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  •  in Workfront Questions on 23-03-2020
    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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  •  in Workfront Questions on 06-11-2019
    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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  •  in Workfront Questions on 05-11-2019
    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 on 05-11-2019
    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 on 31-10-2019
    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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  •  in Workfront Questions on 30-10-2019
    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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  •  in Workfront Questions on 30-10-2019
    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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  •  in Workfront Questions on 27-09-2019
    They've been merged! Thanks - great idea. Erica Baitler Precision Effect Inc.

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  • We are in a similar situation and are working to continue to help our PMs understand how it all works together. We are sending tip of the day emails to various groups- here's a recent one on the topic -- we reference some customized views that we built so PMs can see constraint and start/end time of...

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  •  in Workfront Questions on 06-08-2019
    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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