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KurtOs
KurtOs
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  • We have a project creation and update scenario built on opportunity stage changes, to keep WF projects and opps in sync. Most of the modules work well. The only trouble spot is defining how to equate user data between the two systems. We currently use an employee ID field match between both systems ...

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  • We are exploring opportunities to define some agile teams in our org as well. Our need is driven by shared work where team members pickup work started by others - managing marketing lists for example. The whole team gets the assignment, and whoever clicks work on it first moves it from the backlog o...

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  •  in Workfront Ideas 4/6/21
    Agreed. There should be a way to cancel a proof after created, without deleting the proof all together.

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  •  in Workfront Ideas 3/24/21
    Yes! Every time we train new managers, they see the Delegate My Approvals option on the home screen and the time-off calendar, and assume it includes timesheet approvals. Current state is mis-leading from a user experience perspective.*One note - as a manager, you are able to edit the approver on th...

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  •  in Workfront Ideas 10/26/20
    The data structure in Workfront can be adjusted to provide some semblance of parent child relationships using programs, but it requires creating the parent level by cross referencing two other objects to make the parent, vs. giving the parent its own object. For example, if there are 10 projects wit...

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  •  in Workfront Ideas 9/14/20
    Yes! Having a way to manage job role visibility within one instance is a must. We are onboarding our EMEA office into our instance, and their job roles, with rates adjusted for currency calculations, should be able to be separated from other roles in the system.

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  •  in Workfront Ideas 1/23/20
    While the new time-off reporting capability solves for some of this, there are other times when a worker resource should be able to add an entry into a shared calendar. For example, in addition to time-off shown on a calendar our teams would like to note what days they are out of the office, but sti...

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  • Hi Kyna. How will this affect access to Ascent? We are the middle of a large roll-out and I will be adding 70+ users to Ascent. We use SSO for Workfront, so accessing Ascent is already a bit of a lift. Kurt Osterbusch Freeman Company

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  • Thanks for the feedback. We'll likely pursue the API route - just hoping for a "light weight" solution instead. Kurt Osterbusch Freeman Company

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  •  in Workfront Ideas 2/11/19
    Setting the fiscal schedule should be baked into the system calendar at the enterprise level (not knowing of any enterprises whose divisions operate on different schedules). Once the fiscal schedule is determined, then all reporting, views, etc. could report based on CY or FY.

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