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LauraO_1
LauraO_1
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  • We're struggling with updating assignments on a large scale, swapping one assignee to another without hour repercussions. We're very familiar how to swap assignments in the scheduler, but if you bulk edit tasks from a report, remove one person and add another, it adds the new person with 0 hours ins...

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  • Hi all - We have a regular issue that when we copy tasks from projects, the copied version defaults to "non billable" instead of "role hourly" that is on the original project/task. This has caused us to set up exception reports that we check every monday to make sure we're counting our revenue prope...

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  • My organization just met with Workfront reps about this last week after being very frustrated. They confirmed there is NO way to get the notification you're looking for. They don't allow custom templates to be used for event notifications, which is what you're looking for, based on completion of all...

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  • Hi there - We had the same challenge this year. This year was the first year we've used Workfront so there will certainly be things we do differently next EOY, but here's what we did: On NYE (because lots of people were working over the holiday and it needed to be accurate to the day), we COPIED...

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  • Hi there - I'm trying to do an hours report for all of November and December (i.e. a LOT of data), including the date of hour entry. However, every time I export to excel (we need to keep a local copy), the date field turns into a series of numbers instead of a date (e.g. 43770 equates to November 1...

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  • I think that did it! Thank you! LAURA O'MALLEY

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  • We have a custom field for every user that is "department." The current filter I have is include tasks that CONTAIN "editorial" which is one of the departments I need to pull in. I found that if i use EQUALS, it only shows up if the're the ONLY assignee, but I could be wrong. Below is a screenshot o...

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  • Hi - My organization uses "hotsheet" meetings to review what's on everyone's plate for the next few days in two departments, any timing changes, things to note, etc. We've pulled together a report that serves this exact purpose (tasks with planned start OR complete within today-1 and today+2, showin...

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  • Hello - Only (sometimes major) downside of having .1 or similar durations is that ultimately, another task that you have set to 1 day will then cause it to push into a second day because of the .1 listed in the other task. We've found that, while frustrating, it's best to include .25 somewhere and i...

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  • This happens to us as well, but we assumed it was just something we needed to work around (e.g. using .5 day durations). If this in fact a bug that would be GREAT so we can go back to having 0 day duration tasks!! LAURA O'MALLEY

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