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satchell_mr
satchell_mr
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  • Hey Vic, First off apologies to all above for hijacking this thread. Hopefully this is helpful for other users! I'm trying to display some project level information at a task level (that's nested in said project). I'm not sure if I'm headed in the right direction- if you have a radically different...

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  • Hi Vic, Thanks for the info! I was able to get a custom tab setup at a project level that pulls in a dashboard that I created. As you said, it's only displaying data that's relevant JUST to the project I have open. In my case it's a task report that's searching for specific custom form data. D...

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  • Thanks Doug, I was running into that error as well. It was unclear whether that was a bug or a disallowed action. It's misleading that you can click into that field and edit the text, but not save it. I contacted support and they confirmed that the default expense types are not editable nor dele...

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  • We went into our Setup today to change our default expense types and realized it wasn't possible. It's misleading that the field will let you click in and edit it but it won't let you save your changes. A field like "Advertising" is just too broad for our needs. We would definitely like to see this ...

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  • Hi All, Is it really not possible to edit or delete a default Expense Type? I've tried a few approaches to no avail. We'd like to modify these as "Advertising" is just too broad for our needs. We could create our own expense types- but it becomes confusing if the default is still present in the sy...

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  • Hi All, Thought this might be a useful resource for some. I pulled the hex codes that the a Calendar Report generates and consolidated them into the attached document. Out of the box color options are pretty limited within Workfront, but the Calendar Report definitely has the most options with 15 ...

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  • Upvoted!

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  • Hi All, I posted this in the Global Thread as well but thought it was worth posting here as well: Commit dates and where they're displayed within a task and their effect on Home has started to cause some confusion with our teams. It's hard to distinguish between a commit date and a planned complet...

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  • Commit dates and where they're displayed within a task and their effect on Home has started to cause some confusion with our teams. It's hard to distinguish between a commit date and a planned completion date. Adjusting a projects timeline throws a wrench into things as well. Here's an existing Id...

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  • We are starting to run into problems and confusion with commit dates and how Workfront displays them within tasks and Home.This is definitely something that needs to be addressed.

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