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AnnikkiDe1
AnnikkiDe1
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Re: Has anyone been able to export data from Workfront then open it in MS Project? - Workfront 20-01-2020
When opening as an MPP file, I notice that not all the fields are available. Has anyone else had success when exporting to XML and then having all the fields in MPP? Annikki Desmarais Cantactix Solutions Inc.

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Re: Changing name after SSO - Workfront 06-12-2019
Hi Kyle, We had the same issue in the spring with SSO, among others, which caused issues with our interface to our accounting software as the names didn't match nor did the authentication of administrators. We don't use SSO anymore. Good luck, Annikki Annikki Desmarais Cantactix Solutions Inc.

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Re: Transfer Hours from one task/project to another? - Workfront 04-11-2019
Hi Stratton, With Admin access, a timesheet can be recalled and hours can be rejected, even if they are 'billed'. From there, time can be deleted and re-entered to the correct Task or Project. I know this isn't efficient as we have had some instances of moving time between projects as well. Ideally, it would be nice to just reject the hours and move them to the correct Task or Project. I look forward to seeing some improvements in this area. Annikki Annikki Desmarais Cantactix Solutions Inc.

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Re: Allow Task Completion Only by User Assigned - Workfront 30-09-2019
Hi Cathy, One way we have been able to have a Task only edited by one or two people is to go to the task sharing for the specific task: Task Actions > Sharing, and removing the inherited permissions so that only the people we want to edit the task completion can. Unfortunately, it needs to be done on each Task that you want to restrict access to. I went over this extensively with the WF support team as the documentation on contributing to a task and user licence taks access contradicts each othe...

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Re: Annual Planning - what do you report out? - Workfront 09-09-2019
Hi Celeste Are you exporting data from Workfront on a weekly basis to run reports in MS BI? Do you also use the Workfront reporting tools? Annikki Desmarais Cantactix Solutions Inc.

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Re: Billing records and invoicing projects process - Workfront 22-07-2019
Hi Phuong We do not create billing records in WF. We use Quickbooks online (QBO) for invoicing. We transfer the data from WF to QBO (TrayIO interface) and have the API write back (change status) 'billed' to the hour or expense to keep a record in WF. We also have payment milestones that we mark as Done for fixed fee projects to note those were billed. Those tasks can only have their status changed by Planners to minimize inadvertently marking a financial Task as Done. One caution that WF support...

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Re: Recommendation for Expense Report software - Workfront 10-07-2019
Hi Randy, When we switched our time & expense system to WorkFront, we switched everything. WorkFront does not have the same capabilities as our old system for expenses but we're making do with extra checks and balances and using fields as best we can. We transfer the data to Quickbooks Online for invoicing clients and reimbursing employees. Our former system for time and expenses (you could just use it for expenses) was Minute7. It synced directly to Quickbooks online and many options to export ...

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Re: API Explorer UNPLUGGED - Workfront 05-06-2019
Thank you for the pdf. We have been using the web version for an integration with QBO and it was time consuming to open each Object to find which fields are associated with them in order to link to the next Object. We were told during the sales presentations that an Object mapping document would be provided but have since been told that the map (database schema) is not released. A map would be incredibly helpful. This PDF version is a step in the right direction. Annikki Desmarais Cantactix Solu...

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Re: Anyone set up a Workfront Intacct integration - Workfront 01-05-2019
We are using Trayio to integrate with QBO. Fantastic customer service company. Annikki Desmarais Cantactix Solutions Inc.

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Re: Default Expense Types - Not Editable/Deletable? - Workfront 15-04-2019
Ask folks in your domain to vote up the ability to edit default expenses types. Let's see if WF can make the adjustment. Annikki Desmarais Cantactix Solutions Inc.

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