Hi folks, I'm increasingly working in Workfront environments with multiple currencies, so to make it easier to maintain Exchange Rates, invented this handy dashboard (see below) which I decided to share as a teachable moment / useful utility. Enjoy! Regards, Doug Instructions: Create a ...
We're planning to use Workfront Proof and automated approval templates to manage approvals of invoices. Our AP team wants to add some additional information to a custom form applied to each document. Is there any way for that custom form information to be included when printing a PDF of the approval...
Logging time in Workfront can provide valuable data to help you accurately plan and forecast, but overcoming that initial hurdle of getting your users to actually log time is no small feat. THANK YOU to these four amazing panelists for sharing their experience, best practices and recommendations fo...
At the end of last year (2022), we updated our Job Roles to align with each employee's title and hierarchy within their department (i.e., Group Director, Director, Associate Director, Senior Manager, Manager, Coordinator). Each employee's new (title-aligned) Job role was set up as their Primary Job ...
Hi There, I have created a report to show Billable vs Non Billable hours per team member in Workfront. This is broken down by team, then grouped using the 'Count as Revenue' flag 'True' and then 'False'. Problem that I have is that I have users that are logging time to internal projects. The task...
I've created 2 Kanban boards both with different teams in them. I've turned off and then on the automatically add feature several times. It worked in the beginning and then at some point stopped working. They are all in different locations. There is a mix of Mac and PC and all have the latest OS...
Hi Folks, I had an interesting request come up today, so thought I'd share the punchline: the Project report filter below will return each Current Project with at least one Open Task assigned to the currently logged in User and Can Start and is Not Complete, ordered by Project Completion Date, asc...
Hello! I'm Elissa, the UX/Product Researcher for Workfront. I'm trying to recruit customers who heavily use Requester licenses (which will soon be called "Contributor" licenses), because we specifically want to talk to requesters and learn how they manage their work today and how they use Workfront....