We’re trying to use Workfront to manage incoming project requests from various business-line teams, based on a set limit of design hours available per month.
Is it possible to set a cap on how many hours a specific business-line team can use in a given month? Everyone won't be granted equal number of hours. But, for example:
If a team has a monthly cap of 40 design hours and they try to submit a new request that would push them over that limit, can Workfront automatically flag that request or put it on hold?
The goal is for the design team to only take on work from a business line up to their approved monthly hour limit — any additional requests should either be deferred or reviewed manually.
In this setup, the team submitting the work isn't the designer — they’re the requesters. The cap would apply to how many hours that business-line team is allowed to request, not the availability of individual designers.
Can Workfront be configured to support this kind of hour-based intake control per team? If not natively, are there any workarounds, automations, or integrations that could help?
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@skyehansen I saw that you're a top contributor for this month. Can you help with this or point me in the right direction? Really appreciate any help you can give!
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the usual answer to this type of question is no -- workfront can't automatically flag the request or put it on hold.
can you share where on the request you're indicating how many design hours the request will take, and how you can tell when an hour has "freed up"? e.g. if a request will take 40 hours from start to finish, how can I tell that you're halfway through a request and does that mean that 20 hours have "freed up"?
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We only track hours in the Duration and Pln Hours columns under the New Task dashboard. I created a report that displays hours based on which designer was assigned to the itemized task, but we really want to be able to avail hours to our clients so they know who's available to work on which project - but also cap hours for clients on a monthly basis. Hope that makes sense!
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I feel like I am missing something. How did we go from discussing requests to a new task dashboard?
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