We are creating an Expected ROI report. On the report, we are adding a column chart where we want the Y-axis to be the pulled from a custom field with a dollar amount and the X-axis to be project name. However, we are not getting the option to make the Y-axis what we want. Our only options are: The ...

Hello! We have a form with a field called "Departments". In this field is an "Other Functions" choice and if this is chosen, we have logic build in to list additional choices. We have a report to show all active projects by department and it's group by the "Departments" field and status. On the char...

We have several situations where a project and tasks aren't planned to start until day X, but the project and tasks statuses are showing At Risk. We have tried changing how the project is scheduled from (start date or completion date) and it doesn't make a difference. After many months working wit...

2 questions on the proofing viewer: 1) We have been testing the new desktop proofing viewer for interactive proofs and cannot get it to work. We have downloaded and installed the app, but it won't open. It tries, but ultimately says cannot load proof. I have submitted a help desk ticket and when we ...

I spoke to a Product Specialist at LEAP and she confirmed that for right now it would only integrate with Outlook 365. She recommended posting to the Idea Exchange for on-premise/non-cloud versions as she had heard this from many others. I checked yesterday and didn't see that anyone had added it, s...

The functionality to link Outlook calendars with the Home Area in the upcoming release is great, but it only works with Outlook 365. However, many companies have strict security policies that do not allow use of cloud-based email services. It would great to have the option to link older versions of ...

Hi Aileen! I would be happy to meet up with you to discuss dashboards. This topic is what really got me hooked on Workfront and I'm always open to sharing ideas. Find me on the LEAP app and we can set time up to talk.  Wendy White AmeriCredit Financial Services, Inc. dba GM Financial

I would love to meet up and hear others experiences. We have implemented cross-departmentally, but we've had different experiences with each. I'm looking to establish a base framework for future expansion and interested in how other companies are managing their expansion. Wendy White AmeriCredit Fin...

One of the questions we have regarding the integration revolves around projects and I haven't seen it addressed in any of the documentation and hoping someone could help. Do you open independent projects in both applications for a project and then create issues/tasks in the WF project to be synced t...

Our creative team is asking to force approvers to add a comment when they reject a document. We have had situations where someone rejects a document and doesn't provide a reason and the project stalls while waiting to get information.