Thanks @patrickheinzelm! We do have the request forms setup for Planning, but the big hurdle is getting a notification for the traffic manager when a new request appears. Also, getting the same information that our Agency is used to using to intake projects and get the deliverable underway. With the...

We recently completed setting up our Planning add-on for one of our Marketing groups. We are needing to incorporate our existing setup in Workfront Project for intake of project requests from planning. We have setup the request queues in Planning for each record type, but there is some information (...

I'm transitioning into a new role in our Tech & Ops COE, and they're finalizing the purchase of Planning currently. I'll have time to assist and build out what's needed based on the use case of our campaign planners, just wasn't sure if it's highly technical or mostly permissions/setup within the to...

Has anybody added the Planning tool to their existing Workfront instance? If so, did you do it all internally or did you hire a 3rd party consultant to help complete the setup process?  We are finalizing the contract to get Planning, so as the WF System Admin, I'm looking for advice on the best rout...

Thanks for this info, definitely a lot to noodle on. I like how you mentioned making your groups "flat", that's going to be a big thing for us to implement correctly. Right now, we've had Workfront since about 2013, so there's a LOT of old groups/data/setups in there from my predecessors. Do you thi...

Our marketing department structure was redone into 5 centers of excellence (COEs) about a year ago. Currently, only 1 of the COEs uses Workfront as their project management software. We are beginning a transition into all COEs having Workfront, as well as incorporating the Planning tool. I'm just cu...

Thank you so much Skye - I created the text mode using AND statements this morning and it worked!! 

Thank you Skye - very helpful. I'll test this out next week. One question: Should I build a reverse filter of "Not equal" to 1 partner name, and then convert to text mode and add in the additional AND statements?Our "partner name" field is actually a calculated field that pulls from the Queue Topic ...

Not sure how to edit the post - but below is the text mode of the filters from my report. I'm trying to invert the filters to exclude these partner names from a secondary report so we can see Marketing vs. Non-Marketing related work.  DE:Partner Name=Brand & AgencyDE:Partner Name_Mod=cieqgroupID=4e8...

I'm trying to create a second report, similar to the screenshot below, but of our non-marketing Partners projects. I copied the report I made and changed the filter from EQUAL to NOT EQUAL with the same criteria, but the OR in-between each statement seems to be throwing it off and including all part...