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RossAl
RossAl
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Business Case Resource Planner: Can I plan for job roles without active users? - Workfront 10-08-2022
Hi there, Got a little issue here that's causing a BIG headache. In business cases, I need to be able to budget for roles that don't yet have active user assigned to them, largely because our staffing is very dynamic we often staff up around various projects, however - I can only budget for roles that already have users, is there a way around this? It's basically rendered the feature unusable for us. Thanks in advance. Ross

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16

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Re: Requesting Resource from Resource Managers - Workfront 21-05-2021
Thanks Christina, Samantha and Anthony for taking the time to get back - super helpful responses and we've weaved some of the approaches into our solution! Essentially, the steps that we're following to meet this use case are: 1) A work request is generated in WF via our Salesforce integration at the appropriate Salesforce stage2) That request lands with a Resource Manager whole allocates it to a Project Owner.3) Project Owner then creates the budget / staffing plan and submits it to the RM for ...

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19

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Re: Project Managers, Resources Managers & Resource Requests - Workfront 21-05-2021
Thanks Doug, Vikki and Kristina for taking the time to get back - this has really helped me explore the platform a bit more and sharpen up my thinking on what we need. Essentially, the steps that we're following to meet this use case are: 1) A work request is generated in WF via our Salesforce integration at the appropriate Salesforce stage2) That request lands with a Resource Manager whole allocates it to a Project Owner.3) Project Owner then creates the budget / staffing plan and submits it to...

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26

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0

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0
Requesting Resource from Resource Managers - Workfront 12-05-2021
Hi folks, we're just getting underway with our Workfront implementation and have hit a bit of a bump so I thought I'd reach out to the community to see if you've come up against anything similar. The way we currently work is that Project Managers (PMs) request resource for their projects by role from a Resource Manager (RMs), the RM them allocates the individual resources to the project. If the PM wants to change resource in the project they need to request a change from the RM. We do this becau...

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19

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0

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4
Project Managers, Resources Managers & Resource Requests - Workfront 12-05-2021
Hi folks, we're just getting underway with our Workfront implementation and have hit a bit of a bump so I thought I'd reach out to the community to see if you've come up against anything similar. The way we currently work is that Project Managers (PMs) request resource for their projects by role from a Resource Manager (RMs), the RM them allocates the individual resources to the project. If the PM wants to change resource in the project they need to request a change from the RM. We do this becau...

Views

27

Likes

0

Replies

4