We currently run many projects where we invoice to clients via a separate process, outside of Workfront. All time that is logged against the respective tasks is rounded up to the nearest half-day, to mitigate the various team meetings and impromptu tasks that might occur throughout the day. Is there...

Hi Ali,   Thanks for your response.   That's actually the idea. I want to be able to divide the planned revenue by the percentage complete to see how much of that is remaining based on task progress.   I tried your formula above, but unfortunately as the percentage complete increases, so does the fo...

I'm trying to create a custom calculated field that adds actual task revenue against upcoming planned revenue. However I want to add in specific formulae that calculate planned revenue remaining against the percentage complete.   E.g. - if a task has £15,000 planned, but it's 50% of the way through,...

Thanks Heather!   I'm in the process of trying to set up an automated custom field that uses percentage complete to assess what percentage of planned revenue there is left to go, and add actual revenue for a projected forecast. I can't see where I'm going wrong here. Is there a better way to do this...

Thanks Holly! I managed to get it sorted through some experimentation. Greatly appreciate your support with this.

Hi Holly, Kurt,   Thanks for coming back to me!   I've followed your steps and have added this into the project view, however it's only showing as an editable field within the project settings. From the view it shows as a blank field that only populates with data if it's edited within the custom for...

Hi there,   I am looking for a way to add a free text field into a project view that our project managers can enter manually into.   The intention is creating an EAC that goes by project revenue, and not cost. We would like project managers to manually update planned hours in this free text column. ...

Hello, Can anyone recommend best practices for adding projected hours, revenue, and completion dates for projects into reports? We would like to have a more accurate forecast of predicted measurements to report on and feedback to our teams, if possible. Thanks  Alex Mannings Nomensa

Hi folks, We've recently had some discrepancies show up in our projects regarding billing rates and finances that had been changed without prior knowledge. As there is no update that gets logged when finances are altered, is there something that can be created so project managers and/or administrato...

Thanks for your response, Terry! One snag - I'm looking to filter data out, I'm looking to keep the list of projects as is, but filter the 'Last Update Date' column so that the data (i.e. the date) only changes when I update the project. Does that make sense? Alex Mannings Studio Administrator - Nom...