Hi, has anyone attempted to configure Workfront to work as a half-way house to a CRM tool? We are not a huge organisation and are considering CRM solutions as currently alot of work done using MS office docs and email. A CRM implementation is a considerable piece of work though and was wondering if...
Hi All. I am working a view (or a report would work too), that compares the amount of time a user has planned on a task, and the amount of time they have already added to their timesheet for the task. This is pretty easy when you have on user on a task, but becomes harder (at least for me) when ther...
I currently have conditional formatting that highlights the Planned Start Date if it's late, but we don't want it highlighted once the project starts. The idea is to alert our clients that they have not given us what we need to start the project by our agreed upon date. I attached a screenshot to he...
Our team for Transamerica in Denver, CO is looking for a local candidate or the right remote candidate to fill our System Analyst role within our Marketing team. If interested, see the position and apply here: https://transamerica.wd5.myworkdayjobs.com/US/job/Denver-Colorado/Intermediate-Business-S...
I'm Arnold Porras, a UX Designer at Workfront, and for this study I am hoping to speak to System Admins about your experience in Workfront and other systems (e.g., Salesforce, Jira, etc). We would also like to learn how you onboard new users, training, what processes you have in place, etc.. This st...
Scenario:A request comes in for a print job and it's converted to a project.i send a separate email to my printer (external vendor) with specific info that's contained in the project. He then sends me back due dates, pricing, etc.I would love to be able to send him the info he needs via the project ...
Next week is Thanksgiving (for those based in the United States), so in a year that's been different and in a lot of ways tougher than most, top of my mind is all the things that I'm grateful to have in my life. This community and all of you wonderful people who share your expertise and time is tru...
Hi Everyone, I'm reaching out to see if anyone would be interested in giving feedback on a new idea for scenario planner: job roles contouring. Job roles contouring relates to the “horizontal” allocation of a job role and would allow you to define specific months during which the job role would be ...
In Workfront a 'Portfolio' equates to a 'Business Unit' in our company and a 'Program' equates to an 'Initiative'. We find ourselves creating several programs (initiatives) with the same name one in each portfolio because programs are a 1 to 1 mapping to a portfolio (business unit). We have many pr...
See the example attached. Is it possible to get a visual similar to this in Workfront. The center area are the projects or programs the left side are the portfolios.