Workfront

I have a team member who will be out on maternity leave next week. We have a variety of people covering her projects while she is out, and trying to figure out the best way to handle this through Workfront. My initial inclination was to leave her as project owner and share the project (with manage p...

Hi guys, We are looking into potential ways to modify our current invoicing process. We do not really have any experience with Workfront billing at this time, but I have been reading up on it and working in the Sandbox. We have an entire sector that does not bill by hours, so we cannot assign a cost...

Greetings from San Diego! Can someone please tell me clearly and precisely the logic and actions behind Pinning? This Task is already on my Timesheet: What does clicking the pushpin icon actually do? And then of course, I have Tasks that already have the pushpin ... Why do those Tasks have the pushp...

We would like to create a survey to be sent to job requestors after a job is completed in Workfront. Current solution is to manually send out Survey Monkey links that are one-size fits all and requires the user to enter the job name and number. Wondering if there is a way to automate the survey dir...

I am trying to do a TASK kickstart that would include a Job Role as the Assigned To. Is this possible? If I use the Job Role ID in the Assigned to field I receive an error. If I use an individuals ID, it works. If I leave the field blank, it works. Anyone have an idea of how to include Job Roles as ...

We have a use case where an end user has read only access (can enter comments in Update stream). The user can only see Issues where they are the Primary Contact. I'm doing some testing and finding a few potential access issues. The user is able to click their avatar and select My Settings. The users...

HI, I'm sure this as been asked, I did search but did not find what I was looking for. I have a report/view that shows Actual Over Planned Hours, happy with what I get but I want to filter on records that the Actual is greater than planned This filter will give you actual hours over 3 actualWork=3H ...

We are implementing resource planning. I am curious how others account for standing meetings that are not related to a specific project. For example, we have daily huddles and weekly change management meetings. I know I can add a personal task but am wondering what others are doing. Thanks, Cindy Ci...

I've recently been asked to create a report that compares the actual project's cost vs if we sent the project to an agency or contractor. I added bill rates for all of our job roles so I can easily pull a report to see how much it cost us to do it, but have no idea how to compare that value to somet...

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