Description -
We many times have a need to propose updates to project plans (tasks) that may impact the timeline. However, the overall impact is not known until we update the dates on the tasks and the system calculates an overall project end date. In some of these instances, we need to seek stakeholder approval on the proposed plan updates before committing the changes. Workfront has the Manual Save option that lets you make project plan updates without auto saving. This helps see what the impact of the changes will be on the overall project plan without saving it. However, there isn't a way to either:
- Save the proposed changes as a draft
- Export the proposed changes to PDF or Excel
Why is this feature important to you -
We'd Ideally like to present the proposed changes to the stakeholders in a PDF or excel and highlight the changes. We cannot do this without making the changed in a live session using the Manual Save option.
If the proposed timeline changes have a lot of updates, this leads to double entry. First to determine the impact, and second to actually commit the changes once we have stakeholder approval.
How would you like the feature to work -
We'd like the ability to save a draft of the proposed project plan that can be saved/committed once we have stakeholder approval.
In addition, we'd like to be able to export the proposed project plan to share with stakeholders.
