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BarryBu2
BarryBu2
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  • Under their access level, if you click on the 'cog' where you give them edit rights to users you can specify sys admin rights for that access level. You want to chose User Admin (Group Access) to give them log in rights, but only of users who are in a group your Resource Manager is a group admin of....

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  •  in Workfront Ideas 7/16/19
    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...

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  •  in Workfront Ideas 7/16/19
    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...

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  •  in Workfront Ideas 5/23/19
    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.

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  •  in Workfront Ideas 5/23/19
    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.

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  •  in Workfront Ideas 5/13/19
    Or at least the ability to use interface layout templates to 'hide' document approvals if you're using Proof.

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  •  in Workfront Ideas 5/13/19
    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...

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  •  in Workfront Ideas 5/13/19
    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.

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  •  in Workfront Ideas 5/13/19
    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...

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  • Are your users selecting the previous version of the file and under the 'more' button, specifically choosing to upload a new version?. If they are just uploading V1, V2, V3 as separate documents they will all have only one version. Barry Buchanan Work Management Australia

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