I am attending. Not using WF for Agile but attending some sessions to learn how other companies are. Madeleine Bronstone Sr. Project Manager Bank of the West San Francisco, CA 94104 925-984-8178

Anthony, So, we have a situation where the designer creates a proof and the requestor is supposed to review and approve the proof. We also want the Designer's manager to see the proof- in your scenario would that be possible without specifying the manager within the proof comments? Not sure if that ...

I would like to attend the one on the 8th. Thanks, Madeleine Madeleine Bronstone Sr. Project Manager Bank of the West San Francisco, CA 94104 925-984-8178

We use option #2. However, our problem is the budget- You cannot put in a budget at the program level, only at the Portfolio and project level. How do other companies get around that? Madeleine Bronstone Sr. Project Manager Bank of the West San Francisco, CA 94104 925-984-8178

I put "TEST" in front of the form and when it's ready, I just have to remove "TEST" from everything. Although I like these other ideas presented here. Madeleine Bronstone Sr. Project Manager Bank of the West San Francisco, CA 94104 925-984-8178

Curious how you resolved this. We have something similar- we would like to put in budgets against our portfolios and on a monthly basis, update how much was spent and updated forecast. Is this similar to what you did? Madeleine Bronstone Sr. Project Manager Bank of the West San Francisco, CA 94104 9...

There seems to be many ways to do this. Here's another option we are testing out: Open up the campaign or program (as we call it) as a project in WF. Then each creative component (ie: ad, flyer, etc) is converted from an issue to a task under that program. Thoughts? Madeleine Bronstone LeapPoint

Dustin, I am trying to create this report but having difficulty. I chose category for report type but I don't see "field" as a column choice. What am I missing? Madeleine Madeleine Bronstone LeapPoint

We are trying to figure out how to be able to change assignments in the Planning phase and NOT have the notifications go out until we change the status to Current (or in progress). This is probably something simple but I am new to WF. Thanks! Madeleine Bronstone BOTW