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AllisonSi
AllisonSi
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Re: Best practices for time tracking - Workfront 17-11-2021
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!

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Re: Has anyone successfully been able to report on current days in process for a project? I'm basically looking to show how many days a project has been in process from the start date. Seems simple, but I've been told that there isn't a way to do this! - Workfront 18-06-2021
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.

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Allow specific users to skip mandatory password resets - Workfront 14-08-2020
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.

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Re: Can Notes and/or Attachments from Salesforce Opportunity be added to a Workfront Project via Fusion? - Workfront 12-08-2020
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!

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Is there a way to add a document folder link to a portfolio report? - Workfront 18-05-2020
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...

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Workfront for Salesforce - Workfront 03-03-2020
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...

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Re: Help - Adoption for PR Team - Workfront 13-08-2019
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

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GAAP Revenue Recognition - Workfront 02-07-2019
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 Sizemore Advantage | ForbesBooks

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