Same thing as @Heidi Stephenson‚ and @Kevin Quosig‚ We also do a drawing
every Monday for a $25 gift card. Everyone who entered all their time
for the week previous by Monday morning gets to go in the drawing. We've
had great activity for the last 3 months of doing that!
You can change the entry date to the actual start date easily. Just
replace 'Entry Date' with 'Actual Start Date' We use entry date because
we don't always have a good grasp on when ur projects are actually
started, but they're in our court as son as they're entered.
Allow for specific users, like automation accounts (test users, API
users, fusion users, etc) that are not actual users to skip the
mandatory reset, to avoid having to manually reauthorize the fusion
connection when a password changes.
Thanks Sam!This is very helpful. I'm specifically trying to get Notes
from certain Opps to be moved to certain projects, as part of an already
existing scenario.How can I integrate this? My current scenario has a
trigger module already, so I can't use the "watch for record"I'd like to
take Notes from the Opp that triggers the scenario and upload it to the
created project. Thanks!
Ok, I hope this makes sense....I have a report that compiles a lot of
specific information on a list of portfolios our system. Most of the
information is from the portfolio custom form. Each portfolio has a
linked folder in the documents section, that holds files relevant to
that portfolio. Typically that folder is actually linked in a project,
but is then accessible from the portfolio level. I have a user who would
like the portfolio report to show a view column with the portfolio's
linked fold...
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 within the opportunity, but I'm hoping
there's a way you can also see projects related to an opportunity if
they are created from a custom integration too. Has anyone tried this?
Thanks, Allison Sizemo...
We had to do this too- we have full template for some people to continue
to use- but widgets modules for all the pieces of a project. this helps
with updating the projects dates- and assignments. It is so much
easier!!!! Julie Ohman Optum
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 certain amount of work is put in by the team. Would
love to hear if anyone else is doing something similar! Thanks, Allison
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