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MichelleYa
MichelleYa
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  • I think the custom status is your ticket. We've created custom status and found them to be easy to create and very helpful for channeling projects to the right team members before (or if) they are not for a specific group of users. I recommend playing around with this in your sandbox, first, however...

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  • Background: We create a project for each deliverable in an initiative, then group them in programs or portfolios as appropriate. Our PM team is relatively new and not Gantt savvy, but we have a new PM who really wants to put his mad Gantt skills to work, and I'm excited to see how we can roll this o...

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  • This is very good news! Thanks for the heads up, Skye. I second the request for reports. So many I don't want to delete but don't want to see all the time. Michelle Yard Insperity

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  • I just got back from a week of PTO and found this response, Vic! I'll give it a try later this week and report back. Appreciate it! Michelle Yard Insperity

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  • We have an ongoing conversation about reporting on actual hours, knowing that we do not always have accurate user hours entered. Team members scope work, which becomes the planned hours, so there is some user participation there. While we look at hour entry accuracy, we're taking the average of plan...

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  • We have an ongoing conversation about reporting on actual hours, knowing that we do not always have accurate user hours entered. Team members scope work, which becomes the planned hours, so there is some user participation there. While we look at hour entry accuracy, we're taking the average of plan...

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  •  in Workfront Ideas 10/29/18
    Yes, yes, yes!

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  • Another option might be to add the freelancer name or initials (or word Freelance) at the end of the task name. Your CD should be able to do that, and it would be visible in their My Work/Home view. If you report out by task name this is a non-starter. Otherwise, this might provide the visibility yo...

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  • I like this idea (says a Houston person). Michelle Yard Insperity

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  • This may not be your situation, but we assign the parent to the team so the story appears on the board. The child tasks are assigned to team members based on job role and capacity. In our world, any designer on the team can claim the child task, and the PM puts their name on it. True, you have to op...

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