Hi @MattWindsor - So, there's not much room for customization in the Workload Balancer outside of the options in settings within the tool (which only has project status, unfortunately). Maybe post an Idea for this?  

Hi @ShawnFl - We usually accomplish this through a custom form dropdown on the request (rejection/cancellation reason, sub-status, etc.). We usually put this in a "Team Name Only" section so everyone knows who is supposed to be updating the fields too.

Hi @kayleeric7 - What if instead of tracking it based on a note on the issue you add a custom form field (either via a whole new form attached, or possibly just a field on the existing) and then report based on whether or not that is checked? Just an idea since it sounds like what you're going for w...

Thanks for the traction on this one @MoniqueEvans!    We ended up doing a dashboard (Document Summary) on the project-level that lists the document name, other relevant details, and the folder name (via collection text mode) of the folder it's in on the task. Definitely a training curve to get users...

Hi @ShannonBo - You might want to start with checking out the "Value Realization | Core Value Dashboard" in the Blueprints section of Workfront to see if there are any starter reports that would match your needs. Depending on your type of work the "Value Realization | Deliver Client-Facing Services ...

Hi @KatherineLa - We've had this same problem occur, but maybe not as frequently as you're describing. Agree with your point above that it is almost impossible to provide proof too because the audit logs don't keep a record of the change. What we did to provide that it was happening to Workfront Sup...

Hi @thonewton - Correct, unfortunately there isn't a way to show schedule holidays on the personal time off calendar. You're also spot on in the best workaround, which is creating a calendar and showing both user time off and schedule holidays.

It would be great if expenses could be renamed via the terminology pop-up in a user's layout template. This would add the same functionality used for other objects for expenses. Reason being, sometimes use cases utilize this tab to mirror Excel stye reporting (can add many rows to store data) and e...

Thanks for letting me know the reply here!

Hi @KarenNe1 - Apologies, just seeing this!Is the task name just "QA" or is it different than that?