Hi Leslie, I think you are on the right track with one company rate card per client tier. Another point you might want to consider: How do you want to manage updates to your rate cards? For minor updates like adding a new role, do you want the new rate to automatically sync to all your projects? Sho...

Hi Greg, The new resource planner has a month view option that could help you get what you need if you are comfortable with excel. You would need to export the resource planner data using the everything/raw settings. If you delete all the rows that do not have all the data points (so only keep rows ...

Hi Marius, The new resource planner has a week view option, is there a reason this does not work for your team? I would also encourage you to vote for my related feature request to add assigned hours as a reporting object: https://support.workfront.com/hc/en-us/community/posts/360014275094-Create-As...

Hoping to see this updated to consistently use the same keyboard command through out the product. Either tab or enter work, but switching between the two is odd. Karen Marck Wunderman Worldwide

Hi Corinna, It depends on which elements of the scheduling tab you need to put in your report. You might be able to get what you need by creating an Assignment report that contains total hours, start dates and end dates for each assignment (The hours specifically assigned to each user/role on a task...

Great work and thank you for sharing all the files! Here is the link to the Idea Exchange post for those who have not yet upvoted. It is now marked as Not Planned, but I'm sure additional votes cannot hurt. https://support.workfront.com/hc/en-us/community/posts/115001153588-Populate-empty-profile-pi...

Voted for both. @Dagmara Garwell and anyone else voting right now, I have a request similar to yours that needs votes: The ability to report on future/assigned hours for forecasting. https://support.workfront.com/hc/en-us/community/posts/360014275094-Create-Assigned-Hours-as-a-Reporting-Object-to-Im...

I've created my first idea: Create Assigned Hours as a reporting object. An Assigned Hours report would function just like an hours report, but would be future looking. You would then be able to run forecast reports on hours, revenues, costs and profits by week or month and the reports could be summ...

I second James - please upvote this idea in the idea exchange so Workfront understands the volume of their clients facing this challenge. We're having a lot of issues with accurately calculating revenue over time for users that have received one or more roles changes. It is especially tricky when yo...

Michael, I'm glad I'm not the only seeing this as a serious issue. Being able to track user data over time (role, rate, cost, manager, company) is essential for accurate calculations and reporting. We only launched Workfront a month ago so we haven't had role changes yet, but we will have promotions...