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LeslieTa
LeslieTa
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Changing Currency on Projects - Workfront 07-02-2020
We need to be able to edit Currency on a project once work has begun. Currently, once currency is entered on a project and work has begun it isn't possible to edit. There are times when a user may enter the wrong currency or the currency changes. The only current option is to completely start over and this option won't allow you to bring over actual revenue previously recorded.

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5

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2

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Setting up Roles for Global users - Workfront 07-11-2019
I'm hoping someone can give me some recommendations. Our company is global and we have users in the UK. When assigning people to roles on tasks, is there a way for the UK users to only see roles of people in the UK. For example, if the task is assigned to a Producer role, when they hover of "Producer" for names of producers, it shows them ALL producers in the company in all regions. I'm wondering should I set up roles called, UK Producers, AMS Producers, APAC Producers. Any suggestions would be ...

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13

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0

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1
Add all Currencies to Workfront - Workfront 12-09-2019
As a Global company, we have clients all over the world. When trying to add currencies to our system, there is not a complete list of currencies. In particular, 2 of the currencies our company needs added as soon as possible is Emirati Dirham (AED) and Slovak Koruna (SKK). Is there a way to make this happen?

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6

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1

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0
Exchange Rates - Currently Not Dynamic - Workfront 12-09-2019
When entering currency in the system, the exchange rates do not adjust automatically. It is currently up to each project owner or system administrator to update based on the rate of the day. As a global company, we work with clients all over the world and have hundreds of projects in the system. While we would like to use the finance portion of the system, it makes no sense that a user has to check the market daily for numerous projects and adjust the exchange rates manually to get accurate reve...

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10

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4

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Re: Training Guide for Users - Workfront 01-08-2019
Thanks Steve. Totally understand the security issue. "http://www.creativedrive.com">

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20

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0

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Training Guide for Users - Workfront 01-08-2019
Hi Guys, Does anyone have any training manuals for users of the DAM? We're integrating the DAM and need to create training manuals. It would be nice to not have reinvent the wheel. Thanks in advance for your help. Leslie Tanner CreativeDrive

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20

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0

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2
Exchange Rates - Dynamic Update? - Workfront 03-07-2019
Does anyone has script for updated exchange rates dynamically? According to Workfront, the exchange rate isn't dynamic Leslie Tanner CreativeDrive

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6

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Re: Contact Management - Add/list view/reporting - Workfront 03-07-2019
Please implement this feature. This is a huge issue for us because our billing rates are tied to vendors. Since Workfront doesn't offer an easier way to enter vendors, we are forced to store vendor information in NetSuite.

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22

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Need Help with Report on Revenue - Workfront 24-06-2019
I need to create a view in a project or report where the project managers can see the budget amount decrease as actual hours are entered by workers. Basically, a way for them to quickly see if their project is on or over budget. Thanks. Leslie Tanner CreativeDrive

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12

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Changing Queue Topic/Topic Group once request is submitted - Workfront 18-06-2019
We have several instances where users have selected incorrect queue topic or topic group on their requests. Currently, there is no way for the user or Admin to correct this error. Even if the user re-enters the request with the correct information, there is no way to attach the corrected request to the project to replace the incorrect one. There should an option for users to go back and select the appropriate information if they make a mistake.

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5

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9

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