Hi Community friends! A question came up today around forecasting expenses on campaigns vs. actual expenses. Could you share some best practices you've learned and what you are doing with capturing expense forecasting in Workfront? Winfield Dean Intercontinental Hotels Group PLC

Hi everyone, We have just finished training our global team on our Workfront solution. Our America's office has been using Workfront since November 2018. London and Dubai since January 2019 and we just trained our Singapore and Sydney offices. Now that everyone is officially in the tool, we're tryin...

Yannick's report is what you're wanting to do - I have a report set up the exact same way for CS Traffic. Traffic manager changes all the report statuses to closed. So, we pull a report on projects that are 100% complete (which means all the tasks are 100%), but the project status is not complete. W...

I'm interested in the feedback you get around this as well. When we implemented WF, we were pretty strictly told that we should never delete users. After a quick search on the help site, I found this:

I was the CS traffic manager at the last company I was with & helped implement WF for our group - We had a "first draft delivery" task that we would pull reports on for our on time delivery to the project manager (final due date wasn't a true CS metric, as there was a lot of back and forth between d...

Hmmm, have you checked the task constraints? If it's set to fixed dates or must start on/must finish on, it will override the task duration. Check to make sure the constraint is "as soon as possible". Edit: Just noticed the task constraint in your screenshot. So I'm no help! Sorry! Winfield Dean Int...

Hi Leah, I used to work on a CS team as the traffic manager & here was my workaround for finding the projects the designers were assigned: I created a custom form with only 1 dropdown field for Designer Name w/each designer as a choice When I was opening the project, I would scroll down to Cus...

Thanks for sharing, Skye! I'll dig into this a little more! Winfield Dean Intercontinental Hotels Group PLC

Hi Randy, I'd be interested to see how you have the "Project Type" selection set up on your custom forms. From your screenshot, it looks like each project type is a separate field, which I think is why it's forcing separate columns for each type. Here is a screenshot of our Campaign View, where we h...

Do y'all know if there is a way to export forms with the fields in them? I can export the forms (name, description, etc) & separately export the fields, but I'd really like a way to document all the fields on our forms, as our forms evolve/change, so we have documentation of the legacy files. Winfie...