We are using the resource planner to forecast our team onto planned/active projects. There is an activity internally to explore using this globally.Here are a few comments following our Snr. exec demo;The current UX is poor. Unable to see the full project name or resource role name.Entering values twice; once against the role/project and once against the specific user. It would be good to have an option to mirror the entry - speeds up the process.FTE is entered as a decimal; usually entered as a percentage. Lower priority.The product is slow to load.Adjust budgeting dates; the chevron on the left side is pointing in the wrong direction (it should be < instead of >).Adjust budgeting dates; should be renamed to something else, as it doesn't actually adjust anything, it just shows you if a particular period is low/high/overcapacity.Innovative idea 1; a lot of companies split forecasting by confirmed / unconfirmed projects. It would be valuable to assess building this option into the planner. Value: able to assess capacity load in the scenario your unconfirmed pipeline shifts to confirmed at the estimated start date. Are we able to manage the unconfirmed pipeline in that scenario. If not, I need to be ready to hire external consultants for example.Innovate idea 2; ability to see how the forecast impacts the project's profitability margin (i.e. if I resource a designer for 2 weeks, will this blow the budget). You could highlight the project red if it is no longer profitable and add the NET profit/loss value in the table or above/below the project name.This idea covers a number of improvement areas; we think this product is immensely important for all Workfront customers and will be welcomed by new customers as well.
We have an excel document that we have users fill out for every project. It would be GREAT if we could allow ANY user to upload an excel spreadsheet at the project level. then the information from the excel sheet would populate into the Custom Form. This would be extremely beneficial since there are lots of pieces of information that don't change. Instead of having to copy & paste each time.
Typeahead filters should be able to be applied at the form level. For example, if I create a project typeahead field for a team and filter it by their portfolios, I should be able to add that same field to a different form and apply a different filter. Otherwise, I have to create a new typeahead field to do the same thing just to have a distinct filter. This eliminates our ability
We have an API call related to the owner value field in our system.In Some cases when the owner value is sent as null it is still updated as the creator of the project.The incident is raised with Workfront customer support on - 00216104, 00151895 Owner field of the project should not be updated if a null value is being sent on an API call.
When clicking on a link in a link in a view the user leaves the current page and is redirected to the linked page/object. Especially when the user wants to drill down into an object from a dashboard and later come back to the dashboard this behavior is very time consuming, as the user needs to reload the dashboard every single time.We would like to be able to decide whether a link should be opened in a new tab or reload the current page. I imagine a selection option in the "advanced settings" in the edit column menu, or using text mode HTML like on websites.The current workaround is to click on the link with "Left"+"Ctrl"(Win)/"click"+"Command"(Mac) or "Left"+"Shift"+"Ctrl"(Win)/"click"+"Shift"+"Command"(Mac)
I've been asked if there is a way to assign users to roles automatically when a template is selected to be attached to a project. I.e. can the project owner attaching the template automatically be allocated their relevant role? Or, while following the process to attach a template, could roles be assigned at this point so roles are already assigned once the template is attached?
While /rest/v1/stats/usage.json can return API usage from different API users over the course of the day, there's no way today to see a subscription's daily request limit (enforced or purchased). As a result, if you wanted to scale a program to use a certain ratio of calls relative to the subscription, you must first retrieve the number in the UI. Having API access and exposure to the request limit in addition to daily calls would be a major win for Marketo integration developers, as proper scales and checks could be dynamically built into applications.
There are many integrations out there and many of them now expect that people can call REST endpoints with the proper method.As an example, we have an integration right now where we can POST to create a person in another system, which returns an ID. Ideally, we would like to PUT to the user record to do an update. This is currently not supported by Marketo, the only options are GET and POST. A few old timey servers out there support ?_method=DELETE or ?_method=POST on the URL of a POST, however that number is very few.Please add additional methods to webhooks so we can take advantage of additional, modern integrations.
This case is about https://one.workfront.com/s/support - not related to a Workfront productI previously filed this and was told "the team is working on it".The search on the right is updated with *EVERY KEY STROKE* in Subject and Description fieldsI tend to type fast so i notice a lag : my typing is actually blocked due to requests to "https://one.workfront.com/s/sfsites/aura?r=124&aura.ApexAction.execute=1" on every key stroke.I get around it by blocking those requests manually :/Unbelievably poor UX from Salesforce. please get this fixed.I filed a case which was immediately closed. https://one.workfront.com/s/case/5004X00001Xjhx1/support-turn-off-refreshing-the-search-on-create-a-case-page
Hi, In the newest UI, you can filter for approved and/or draft. It would be really nice if there was a way to search for MSI templates as well.
Would be great to offer more than just square shapes for annotating in the Proof Viewer. We know the freehand option is available but like to add at minimum circles as an option.
Within the Experience Platform Debugger, it is easy to replace the Launch embed code with a different one, but any time I do this, the default code is including the async keyword, while or websites have the embed code loaded in sync.Therefore I always have to remove the "async" keyword in the embed code before I apply the replacement when I'm testing. Would it be possible to have respect the sync/async way of loading of the current embed code as the default for replacement?
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