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...

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

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....

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....

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

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

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...

There should be! I'll join.... Karen Rutz Harvard Alumni Affairs and Development

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...

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