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 ...

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...

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...