Currently, the rate for a role can come from a global, company or project level. When you first create a project, you can control where it pulls the rate table from.HOWEVER, if you report on tasks assigned to roles but not individuals, and/or that don't have hours logged against them, you cannot sh...

A LOT of marketing/agency clients want the ability for the requestor to select from a defined list of marketing products ("A4 Flyer", "Business Cards" etc.) and on conversion to project have those items appear in the template as tasks.I envisage a mechanism where you can link a template task to a cu...

Have you looked at reports on the Project (Financial Data) object? Grouping on the allocation date may give you the information you're looking for.

Or rather than unlimited, define them by day/month not year and then just have them repeat each year. e.g. Q1 is from 1st Nov - 30 Jan each year, Q2 is from 1st Feb - 30 Apr. For most, four recurring quarters would be all they need.

Or at least the ability to use interface layout templates to 'hide' document approvals if you're using Proof.

This is, and to my knowledge always has been, an option. As a system administrator, from Workfront click on the proof icon in the toolbar (the 'tick') to get to the Proofing environment. Click 'Account Settings' in the top right, and select the 'decisions' tab. You can hide and/or rename any of t...

AND for extra brownie points, the option to include individual report parameters (time/date the data was pulled, filter applied, who it was 'run as' etc.) in the header would be great.

Currently when creating a form, section breaks allow you to specify who can view and who can edit a form. The options are:View the ProjectEdit the ProjectManager the ProjectAdmin OnlyOften you need more granularity than this - e.g. you may want Finance to enter in figures that the project manager c...

It should be tied to access level - so admins (for example) can create projects new or from templates, but planners can only use templates.

If you use interface layout templates terminology to globally replace the terms Portfolio and Project, this does not reflect in the 'Edit Project' form that appears when you edit a project or convert a request to a project. The navigation pane still has 'Portfolio' as the section heading, and the d...