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 ...

We use companies to assign rate cards to our projects. These companies each belong to certain groups, and we would like the corresponding group admin to be able to edit their companies' billing rates. Currently only a system admin can edit billing rates and it is less efficient than allowing group a...

Sometimes a user is behind on managing their project. If the project is ready to close they should not have to close all tasks. Instead, create a system level option to allow users to close all tasks by closing project. If this setting is turned on, when users try to close a project that has open ta...

Front end names should all be given a back end ID number. The ID number should then be used for Fusion calls (and API calls), so that changes to the custom field front end name do not impact the call. Currently, any changes to a custom field name break any corresponding API or Fusion calls.

We would like to take this one step further, front end names should all be given a back end ID number. The ID number should then be used for API calls (and fusion calls), so that changes to the custom field front end name do not impact the call. Currently, any changes to a custom field name break an...

Believe many of the voters here will also be interested in better forecasting reporting. I've submitted an idea to 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 repor...

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...

Our leadership would like to be able to use Workfront to forecast hours, revenues, costs and profits by month. Reporting on the Assignments object does not give project owners, resource managers or leadership information about daily/weekly/monthly totals of upcoming work for users. Under People, th...

We require timesheets and have abnormal week rules, this was a huge source of confusion during adoption and gave users an excuse to say "timesheets are too hard in workfront. the old system was better". Timesheet profile's already know the day of the week the timesheet should start on, I hope it wil...