Hi all, We have custom integration set-up between Salesforce and Workfront and I would like for my sales reps to see the Projects that are created from an Opportunity within the Opportunity. With the standard integration of these two systems, you can see projects created from the standard triggers w...

Hi Brian, We've had the same issue with one user. We are also stumped as to what is causing it - we wondered if it was the timing of the update and the Timesheet had to cycle through a week, but that didn't seem to be it. Definitely interested to hear if anyone has any other ideas on the cause! Alli...

Marisol, We've had this happen as well. Our team cleared their browser cache and it fixed the issue. Allison Sizemore Advantage | ForbesBooks

Thanks so much for sharing Terry! Can you share more about how you set-up the editorial calendars? We are using templates and request queues, which definitely strikes a good balance between tracking the work we know needs to get done versus more spontaneous work. But, I'm really interested in how yo...

We've just implemented Workfront on the PR side of our marketing services department and they are having a hard time adopting it. We've set them up with some basic templates and structure, but they feel it's too rigid. I was wondering if anyone out there is in a similar industry and could share the ...

Does anyone use reports or some set-up in Workfront to help their finance department identify revenue recognition for GAAP? We are looking to take our contract total amounts (tracked elsewhere but mapped to Workfront) and recognize portions of that amount at certain points in process, or after a cer...

Thanks Skye, I'm actually trying to assign the Group in the Project Details Overview area. On a Project the field exists there, but not in a Project Template, on the template it seems I can only assign a Company. Allison Sizemore Advantage | ForbesBooks

I'm wondering, why can't I add a Group to a Project template? I'm hoping I'm missing something but seems it's not a field I can select when setting up templates. Our projects are applied to different groups and subgroups, it seems weird to have to manually add that when creating the project from a t...

Thank you Melinda , It seems I am on the right track, I've added a card for Create Record - Note. My Flo is working up until that card, I'm getting this error. Any ideas? I've tried a few tweaks, but I'm not really sure what this means, and I can't seem to get past it. Attached a screenshot of the e...

Hi everyone, I'm looking for some guidance on how to create an automated notification from Workfront using Fusion. I've created a flo that triggers based on task completion, then I'd like WF to send a notification or message. I'm stuck on what needs to be added to the flo to do that part - has anyon...