We don't use the Workfront proofing tool, but have many clients providing us marked up edits or comments using Adobe Acrobat. Is there a way to view those comments and markups in the preview, without having to download the document each time? I haven't been able to find a way but thought it was wort...

Thank you so much Skye. The note reporting will come in handy, but the Journal entry report was exactly what I needed. And I'd have never thought of a journal entry report to capture system updates. Thanks again!

I just added some of my custom form fields to our update feeds. I'm wondering now how I could report on those field changes that appear as as feeds. For example, if a project was put in as 'not a rush' in the custom form and that field was later changed to 'rush' I'd like to know how many and which ...

Thanks for the quick response. Fusion is a good suggestion since we'll begin using that soon. I tried the email via setup/email/notifications but that appears to only let me choose a trigger of the project closing or system completion date. I'll need to see if I can attach a notification to the las...

Our situation is that we close projects as soon as complete, for billing purposes. However, we have one person who pulls campaign results (from claims systems) and we'd like to give him a reminder notification 150 days after project is complete, so he's not relying on putting reminders on his calend...

I've given up for now too; will revisit when I have more time and hopefully can still figure out a solution.

Similar I think... We're thinking about adding a 'project review' custom form where the design agency is rated. It would be a custom form within the last task. It would be a short custom form of a couple questions. I may not be explaining that well though.

Sorry, I should have clarified. It is an expense report, with expenses from each project. And the report is perfect as a report. it's trying to view it within a project that I don't get any results. Hope that helps clarify.

I'm trying to create a workaround so that our project owners (in the system as Workers) can view expenses on their projects. I've: created a project expenses reportcreated a project expenses dashboardshared the report and dashboard with the teamcreated a new custom section in the layout template and...

@Tina Huang I'm not able to find where you did these steps: put the dashboard in our Task Assignee layout templates (1 for Worker, 1 for Planner who are not our core PMs) on Layout> Customize Tab > "A Project".Can you clarify? thanks!