And coming from a request que - users submit a request that is an issue. This could go directly to a team using a Kanban board, and they would be able to assign an issue directly without converting to a project / task - this would be a much more efficient flow for small / quick turn type requests.
We currently mark projects as dead if they are in flight and the client cancels them. Currently Dead projects still appear on the resourcing tabs, and the my team views. Dead projects should be treated as dead, and allocation should automatically be removed from user and dead projects should not dis...
similar to what i'm looking for but i need even more controls.
https://support.workfront.com/hc/en-us/community/posts/115006742913-Customize-Rates-by-Portfolio
You can resolve this by closing the timesheet instead of submitting it, and managing the user permissions so that only certain access levels have the ability to re-open timesheets.
that's what we do.
While the new proof generating page has increased functionality it also has added new features that are not necessary and potentially introduce confusion for users.
it would be best if we could turn off / adjust this page based on user access levels.
This post has been closed as a duplicate. All votes have been moved to the original: Send Report Feature - Option to Exclude the format attachment.
We send out weekly repeating reports to every manager regarding their direct reports timesheets. In order to make this manageable we have a group for M...
Our agency utilizes multiple rate schemes.
For each role we have:
Agency Default Rate
Portfolio Specific Rate (in contract)
Portfolio Specific Rate (incremental)
optimally we would be able to set the hourly rate by role for the agency, then at the portfolio level add the portfolio specific contr...
would be great if you could also parse the custom form into different main project level tabs - i.e Creative Details, Billing details, Production Details, and have them reference the custom form area that matches.