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Description - Why is this feature important to you - We have different teams working with Workfront at HP Inc, and they have different needs to customize the Business Case tab in the Projects. How would you like the feature to work - I want to be able to add fields, like T&Cs, and to edit the dropdowns, and apply these changes only for an specific team, in other words, to be able to customize the Business Case tab per group. Current Behaviour - If I change a dropdown in the Business case tab, it will be change for all the projects a cross all Workfront teams.
Similar to this idea from last year (I'm sure there are probably other similar posts I've missed, feel free to link to them here) -- would love to add the 'contains' operator to the Member of SFDC Campaign smart list filter.My company uses similar naming conventions for campaigns that repeat (ie product demos etc) and we have several years of history for them in our SFDC acct. Would be great if I could have a filter that says member of SFDC campaign contains "demo" rather than having to manually add 50 SFDC campaigns to the list.
sometimes i need to find a program that has already been archived - and digging through 3 years of old programs isn't idea - so a search only in archive would be helpful
Description - Workfront has a "newish" module named Company which is how an Admin can manage unique Rate Cards based on a client or project. By assigning a Company to any given Project. The basic Workfront platform then substitutes the Company/Role Rate over the Users defined Rate/Role. Which is a pretty straight forward process. BUT this data substitution doesn't seem to carry past basic Workfront; When in Business Case and you are adjusting Budgeted hours -- the system ignores the Company Rate Card process. Same occurs while using the Resourcing Screens such as Planner, Utilization, and any reporting associated . Why is this feature important to you - Our organization relies heavily on finance data and allows our clients to have unique billable rates. With this large foundational gap it subtracts value from the platform. And when told to develop a custom report outside of Workfront, some of the key data points aren't supported by native API. And when they do this large cost also distracts from Workfront as a Central System of Record. How would you like the feature to work - In brief, correctly the way it does in the older basic portions of Workfront. Current Behaviour - N/A
Description - I would like the switch function to be added as a useable function inside of a calculated field. Why is this feature important to you - It would make coding calculated fields much easier in some circumstances. How would you like the feature to work - Just like a switch command, where you tell it which variable(s) to pull in and then you can say if variable = A, calculation = 1, if variable = B, calculation = 2, etc. Current Behaviour - The behavior can be achieved currently, but it requires the use of many nested IF statements, which is rather unwieldy in trying to write.
I would like to be able to view a report of experience league activity for my organization as well as the ability to assign an online course within the tool.This would enable me to create and track assignment completion for new or existing users. Not only is this helpful for monitoring the completion, but also in understanding a colleague's progression through training. Right now I assign by cutting and pasting links and have no way to monitor completion. At minimum the ability to pull a report (by dates or by colleague) would be so very helpful.
I'd love report columns to show in a report when pulled in a dashboard on default, not something that we have to select. It's likely a more rare scenario to NOT want a column to show in a report in a dashboard than having them show. Annoying to have to select this setting in each column when making a report, especially if you make a lot of reports. I like that it's a setting, just want the default to be that it always shows, and can turn it off if needed.
Description - It can take a lot of time to make assignments in a large project, especially if person has changed relative to template used. It would be awesome to have a tool to make assignments more efficiently than a task by task approach. How would you like the feature to work - Easy cut and paste, or fill each task with an assignee or set of assignees Current Behaviour - click each task, start to type in assignees, go to next task, rinse and repeat. tough if you have large project plans and need to reassign due to departure or other event.
Description: Workfront Proof needs to have Notification options! Why is this feature important to you: Having one notification saves time. One source of truth for the comments made on the proof. The team does not have to go through each notification and with each notification there is a possibility that notifications may be missed leading to risks. How would you like the feature to work: We would like options. Turn off all proof notifications Notification once a decision is made on a proof Instant notifications Daily notifications Current Behavior: Every time a comment is made on a proof the team receives a notification in Workfront. So, if there are 50 comments, there are 50 notifications.
Description - Increase list of icons and emojis that export into Excel Why is this feature important to you - We support marketing teams that use custom icons and emojis in subject lines of emails and other creative assets. Those must be exported to Excel so that another team can upload to additional systems. Currently, the custom emoji (lightbulb in this case) does not export out. How would you like the feature to work - Just additions to the current set of icons Current Behaviour - Currently, there are a few set of icons within the Workfront software that will export into Excel.
Description - We would like to have capability to access and manage our OAuth2 configurations via API. Why is this feature important to you - This is important for us due to high automation demands. How would you like the feature to work - Features such is display (search), add, update, delete OAuth2 applications would be at most interest. Current Behavior - These features available from the Sys Admin screen only.
Being able to customize the "My Teams Best Bets" feature of the Sales Insights would be very helpful for Regional Sales Directors or for marketers who want to view activity in a specific area. Adding an option to choose from a list of states or from a dropdown list of the salesforce user that the sales insights belong to would allow sales and marketing teams to manage their teams and activities better.
Add the ability to format the email message dialog box to include the same features available in updates; ie bold, lists, embedded links, etc. This would allow important aspects of the message to be highlighted and provide far more succinct messaging.
When entering expenses and filling out the expense form, customers have a long list of Vendors that a person can choose from. However, not all vendors are valid selections for all of their subsidiaries, which is a field earlier on the form. The solution today is to build out multiple shortened vendor fields; one for each subsidiary. An example is attached in the screenshot. There are two problems with this solution:This solution doesn’t work well for inline entry of objects, which this customer uses. To allow for inline entry/editing it’s just not scalable to have all the different vendor fields in the view and to trust the user to fill out the right one.Reporting: when you want to report on vendor, you now have multiple vendor fields that could actually contain a value. All but one of them will be blank on any one expense. The only way I’ve found to get around this is to build a calculated field to essentially “funnel” the all of the different vendor fields back down to this one calculated field and then report on it.The actual idea:It’s kind of an evolution of display logic. The customer would like to be able to filter selection fields (dropdowns, checkboxes, radio buttons) based on choices made in previous fields. I don’t know if this would be built on the framework of the Typeahead filtering, or if it would be its own thing. But I think it would be a nice addition
Description - Analysis Workspace should allow extraction of over 50k rows which can be shared/scheduled by email to recipients. Why is this feature important to you - This feature was available in Report and Analytics but has been discontinued. This was extensively used by users and cannot be replaced by Data Warehouse dues to limitations on metrics and segments. How would you like the feature to work - 1) Analysis Workspace provides the ability to extract more than 50,000 rows of data. Users should be able to customise the exact number of rows they can extract. 2) Analysis Workspace should enable sending/scheduling of the extract data by email. Current Behaviour - Currently in Analysis Workspace up to 50,000 rows can be extracted only at an item level instead of project level, And this extraction cannot be shared/scheduled by email.
Description - Append date range to file name for workspace project Why is this feature important to you - It will give the instant idea to report consumers of which date range the report refers to How would you like the feature to work - Append project date range to file name in workspace like we do in reports now Current Behaviour - No option to append date range to file name in workspace
One of our teams uses the Scenario Planner. They build plans/initiatives using the "Import Projects" button (ie. not custom from scratch) and sometimes modifying timelines. Their idea: A setting whereby one can “hold” required resources and total overall hours/FTEs constant in order to shift an initiative timeline to eliminate a resource overallocation. It's tiring to re-enter all required Job Roles manually each time an initiative's timeline changes. Thanks.
Hi - anyone in the Chicago-area interested in meeting up? We are curious to see if there might be interest from a few local companies to meet 2-4x/year - share ideas, solutions, challenges/problem-solving. Maribeth.Foley@chamberlain.com
Once a journey or a Campaign has been launched, it would be of a great help to have the info of the process until is completed. E.g. Message Creation START FINISH COUNT DD/MM/YYYY DD/MM/YYYY ### Content Calculation START FINISH COUNT DD/MM/YYYY DD/MM/YYYY ### Personalization START FINISH COUNT DD/MM/YYYY DD/MM/YYYY ### Sending START FINISH COUNT DD/MM/YYYY DD/MM/YYYY ### This feature would be of a great help since we would know when the campaign started, processed and completed. We currently do not know when we program the campaign or journey to go out "as soon as possible" not even when you go to the reports we have any info closed to that.
Please consider unifying the time zone in different parts of Marketo campaigns. Currently in the "Wait until" step in the Flow, the time zone is PDT. While in the same campaign, in the "Run later" schedule option, it's my account's preferred time zone, in my case GMT. It would be nice to see the same time zone in the Flow Wait steps, so there's no need to recalculate the time every time!
Description - when custom object is created and it is shared between item and project, it doesn't updates/syncs in both places. Why is this feature important to you - it is a common field at item and project level so why update twice? How would you like the feature to work - if updated at object type then it shd be updated across all common shared places Current Behaviour - it doesn't sync For EG: I have a custom field "stage" at item and project level. i have checked box as i created this field. But when it is updated at project level, it doesn't show same value at item level and so user has to update twice.
Description - Would like to be able to publish any plan and not just initial Why is this feature important to you - as purpose of multiple plans is to compare which might be the best plan and if I can not publish the best plan then it is no use How would you like the feature to work - publish any plan user may choose Current Behaviour - only initial plan can be published.
Description - VIEW access user can expand column where project names are listed. Why is this feature important to you - Users can't read full name How would you like the feature to work - VIEW users can expand column similar to manage access Current Behaviour -can't expand
Description - if plan is created without import project but down the road project is created pl. provide feature to connect workfront project without adding a new one. Why is this feature important to you - as without this, it needs to be deleted in plan, Import and then add all capacity by team again. How would you like the feature to work - able to connect project name to project in Workfront Current Behaviour - no option. need to delete , import and re-do.
Description - I have noticed that in scenario planner 2 users cannot be in at the same time. For example…say If one user just has it open and other user get in and makes changes then depending on who hits “Save Plan” first is the lucky one. Have you experienced this? – do you have any suggestions on how to handle multiple users case?We have right now 8 managers who needs to provide their team’s hours for each project, and I am not able to let them go in at once. I have to be a gate keeper and change only one manager to manage access at a time. Why is this feature important to you - multiple managers trying to provide their team's capacity to same plan is not possible. How would you like the feature to work - auto save every 30 seconds and multiple users can work at same time. Current Behaviour - Saves your work, if you are lucky! need someone to be gate keeper to give manage access one at a time or managers needs to type their changes for one person to do data entry for all.
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