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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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Re: Setting up Roles for Global users - Workfront 08-11-2019
Hi Leslie, Yes, I would set them up as you described: UK_Producers, AMS_Producers, etc. Rochelle Dr. Rochelle L. Webb, CSM Sr. Project Manager, Project Management Office MHMR Tarrant County Ft. Worth, Texas 817-569-4146

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

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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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Re: Contact Management - Add/list view/reporting - Workfront 03-07-2019
OMGpleaseThankYouYes.The workaround of putting all the vendor information as user info in WF (even though those contacts won't use the system) is really a non-starter because of the chaos and clutter.This is not the only need WF has for little sub-databases of project/process information as well as the cascading/hierarchical fields that would pair nicely with them (select company, which then allows sub-select of contact, which then auto-populates contact information).WF should look at this as an...

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Re: Need Help with Report on Revenue - Workfront 25-06-2019
Following as I also have this requirement. My colleague has added a custom field called Remaining Hours as a column to the project landing page to display the time left in hours but it doesn't auto refresh - we wanted to be able to display a burn down type chart for our users so this hasn't been possible for me to do so far. I believe though that this could be a possibility when the new User Experience is available - I seem to recall from LEAP a section on the right where you can display charts ...

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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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Re: Adding Countries and Languages to field in Custom Form - Workfront 18-06-2019
I recently had to create nearly identical copies of the same dropdown list, and I too was hoping for a shortcut. Unfortunately there is not yet a copy option. I ended up using a Kickstart import to create the field. Kickstarts take some orienting to get used to, though. Good luck! M.L. de la Rosa Genentech

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