Looks great and what’s even better is that you’re sharing it with us before launch - thank you ! ☺ Laura Ray Junior Project Manager Bakkavor Information Systems Bakkavor Group West Marsh Road, Spalding, Lincolnshire, PE11 2BB, UK Direct: +44 (0)1775 763 010 www.Bakkavor.com // Lau...

We are starting to make business case use mandatory as well as implement scorecards so that we can better utilise the portfolio and program features in Workfront. I'd like to find out how others are using Business Case and Scorecards and your experience with them, tips and tricks, custom forms tha...

That’s great news! I think it will greatly benefit your customers as well as Workfront! ☺ Laura Ray Junior Project Manager Bakkavor Information Systems Bakkavor Group West Marsh Road, Spalding, Lincolnshire, PE11 2BB, UK Direct: +44 (0)1775 763 010 www.Bakkavor.com // Laura.Ray@Bakkavor...

Lol, this is great Tony. I can totally relate to this as our early experience with Workfront. We are lucky enough to have a lot of experiences Project Managers on hand who are used to playing with MS Project. I may share your post below, I know I’ll get some laughs here too…. ☺ La...

Good idea, I will test it out. Thanks Greg :) ________________________________

Would help for me to explain eh! We create billing records on any chargeable projects and we pull in project owner approved hours as well as any expenses added into the billing records. The finance manager then has a report showing him what needs charging out and he takes it from there. If we start ...

Ok, we don't currently use billing rates and attach them to a role but rather just rely on an individual task being marked as billable through the revenue type and each user having a rate set in their profile. If we added the billing rates though, how would that affect our current setup for billing?...

Hi Greg What do you mean by 'Billing Rates'? Are you referring to an expense type? All our hour types count as revenue so that concurs with the second part I believe. I noticed that when running an hour report that is grouped by 'Revenue Type' that I end up with a few entries grouped by 'no value' -...

I believe you can't make hours logged on an issue on a project chargeable but I just wanted to double check. I imagine you need to convert the issue to a task to be able to make those hours billable? Thanks

Thanks Marty, good insight, I guess as suspected. We had come to the same conclusion about adding a BR stage to help filter out projects that had actually completed. Other thoughts were around setting up a Queue Topic and custom form and I’m hoping that someone in the forum can offer suggestio...