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KarenRu
KarenRu
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  •  in Workfront Questions on 11-09-2017
    Hi all, I've add a custom form to our programs. Because we use programs to denote an event for which we have many deliverables. It doesn't appear that I can add program information on the calendar. What I was trying to do was pull the event date custom field data from the custom form that sits at th...

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  •  in Workfront Questions on 11-09-2017
    Terry, Would you mind sharing your template when done. Our Events team will hopefully be coming on board in the next 9 months or so. It would be helpful to see how other event groups are using WF. tks Karen Karen Rutz Harvard Alumni Affairs and Development

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  •  in Workfront Questions on 06-09-2017
    Hi All, I'm trying to figure out how to manage our programs from fiscal year to fiscal year. For the sake of this question- program equates with an event we manage. So we may have the same event year over year, but the creative direction, scope and list of deliverables, may differ from year to year....

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  •  in Workfront Questions on 02-08-2017
    Hi All, We are bringing another department into our instance, and I was wondering- is there a way to set up a grid edit report so entering PEOPLE would be easier? Most of the folks have already been entered, but we need to go in and assign timesheet templates, roles, home group, home team, etc, etc....

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  •  in Workfront Questions on 28-07-2017
    THANKS! Yes I'm following you- so now the question is- your implementation date (which is from your baseline planned date). Is that a custom field? How do you get to keep the implementation date set in stone? tks Karen Karen Rutz Harvard Alumni Affairs and Development

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  •  in Workfront Questions on 28-07-2017
    Linda- can you tell me how you create a child project? what links it to the parent project? tks Karen Karen Rutz Harvard Alumni Affairs and Development

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  •  in Workfront Questions on 28-07-2017
    Hi Vic: In regards to the highlighted date below. Where does that calculation come from? Current Project Plan Implementation Date : This is what my project plan currently reads. If I'm 2 days behind on a project going live next year, I'm not too worried. If it's going live next week, I'm making adju...

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  •  in Workfront Questions on 26-07-2017
    There should be! I'll join.... Karen Rutz Harvard Alumni Affairs and Development

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  •  in Workfront Questions on 25-07-2017
    Hi All, I'm full of questions this week! Does anyone here use an integration between Workfront and Saleforce Marketing Cloud to help manage email campaigns across multiple departments? It takes a village here to get an email out- we all play a role, and right now- managing the workstream is very clu...

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  •  in Workfront Questions on 21-07-2017
    Thanks Vic- impressive! Not sure we'll be able to do this out of the gate- but a girl can wish! As you all mentioned- we have to do the hard work documenting our processes first. tks Karen Karen Rutz Harvard Alumni Affairs and Development

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