It's not a permissions thing? I did a quick test, and if a portfolio is shared with someone with a planner licence but only with 'view' rights, the portfolio optimizer is missing. Only when they have 'manage' rights (and you can disable deleting and sharing under manage) did the optimizer appear. Ba...

Natively, project managers don't get notified of hour approvals on projects - they just wander into the 'hours' and approve what's there. If you enable approval on projects in your templates and that's it, the majority of PM's probably won't actual go through and approve hours unless you have a stro...

Dear Tegwyn, The great news is it is certainly possible. It may not be simple. As with most things Workfront, there are a few options. Presumably you are creating timesheets, so the best option may be a timesheet based report with a filter on users who report to (ManagerID=$$USER.ID), grouped by use...

The problem with a custom form on a document is I don't believe you can automatically attach the form on upload, so you have to manually do it. If anyone forgets, your report won't work. Have you considered a report on the Document Version object that can filter on active proof stages and/or proof s...

My first thought would be Skye's approach - most likely defining a milestone then pulling that in reports and views. An alternative would be two create a 'core' project and a 'cleanup' project and have cross project dependencies. Then you can use the built in fields of the core projects for executiv...

When you paste a URL in (instead of uploading documents), initially you get a progress bar and then it's listed as a 'proof' below the URL input area. If you hover over it, there's a little pencil icon. Click on that. By default it's capturing a screen shot of the first page only, If you select the ...

Yes. Reviewing and approving proofs can be done with the free licence. To initiate a proof (including choosing the Workflow) requires a paid licence. Barry Buchanan - WMA Work Management Australia

There's a few options you can use to finesse this. The first is the difference between condition update and last update. Condition update is the text entered by the owner of the project/task. So if you're PM puts three paragraphs of project summary in an update and a team replies 'OK', the Condition...

Have you considered creating a project report with your standard project view, and adding prompts for status and your custom fields? This can be embedded in a dashboard and published through layout templates. Barry Buchanan - WMA Work Management Australia

When Workfront sends a notification, by default it says it's sending it from the person, but in reality it's sending it from Workfront. This is referred to as spoofing and often spam filters think anything that comes from an address that's different from where it pretends to come from is suspicious,...