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BrookeVa
BrookeVa
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  • You could try setting them up with "review" license types if you're just wanting them to view projects. We give our clients "review" license types. We use a lot of freelancers but we require them to log time, make updates, and view tasks/project info. We restrict them from other information and we h...

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  • Hi Amy. Unfortunately, Workfront's PTO didn't work for us. We actually created a PTO request queue where employees can go in and request time off and it routes directly to their manager for approval. We then built a calendar to show company-wide PTO broken out by department. We didn't want to use Wo...

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  • Hi Sharon, We wish there was a way to archive/deactivate old portfolios and programs too! I've submitted this on the Idea Exchange so please go vote it up! It's currently at 36 votes so we're really close :). You can vote for it here: "https://support.workfront.com/hc/en-us/community/posts/115004139...

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  • Hi Kenny. If you want to manually remove an old task from a timesheet, click on the little button highlighted in this screen grab. If this icon doesn't exist, the task duration/status is not complete. Hope this helps. Brooke Vaughan Rockfish Interactive Corporation

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  • I have a profile picture :). Brooke Vaughan Rockfish Interactive Corporation

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  • Hi Amy. We actually open projects in Webvantage (a different software tool) that generates a project number. We have it sync to Workfront and it gets populated through a custom form for the job number. This probably won't work for you (unless you have Webvantage already), but the way we have our pro...

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  • We work with multiple clients so the way we set our projects up is like this: Billing Flag - Client Name - Client Project Description - ### NB - Rockfish - Rockfish Website Redesign - 1234 NB stands for nonbillable so that our accounting teams knows we do not have signature on a legal doc ...

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  • If you share a project with them and give them contribute access, then the answer to your question would be no. Note that when you give them contribute access, it does not automatically show up on their timesheet because they are not assigned to anything. They would have to manually find the task th...

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  • Yes, we do. Let me know how I can help!

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  • I know you said the task status is active, but is the project status active as well? We've never had this issue. Here's a screen grab of how we have ours set up. We give them the ability to log hours for future dates, we pre-populate timesheets with work that is within 1 week of the timesheet's work...

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