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Date-effective billing rates in Workfront are applicable to the following objects:

Companies:Allows setting specific billing rates for different companies.

Users:Enables individual billing rates based on the user.

Job Roles:Provides the ability to define billing rates based on job roles, ensuring accurate billing for various roles within the organization.

These settings ensure that billing rates can be adjusted and applied accurately across various entities within Workfront, allowing for flexible and precise financial management. This information is confirmed in Workfront's advanced training documentation and usage guidelines for billing rates????.

?Objective: Track project metrics based on the submitted request without allowing the requester to fill in this information.

?Configuration Steps:

Step 1: Create a Custom Form with the necessary metric fields.

Step 2: Do not include these metric fields in the part of the form visible to the requester.

Step 3: Add these metric fields to the project details section instead.

Explanation: This ensures that the requester does not input the metric information, but the information can still be tracked and recorded as part of the project details.

?Objective: Configure Workfront to allow external agencies to collaborate with the core organization while restricting interaction between different external agencies.

?Configuration Steps:

Step 1: Set up each external agency under their own Companies and Groups.

Explanation: This separates the agencies structurally within Workfront, making it easier to manage access.

For the successful conversion of requests to projects using a template, it is essential that the Triage team is properly set up in Workfront. Specifically:

Part of the Routing Rule: The Triage team must be included in the routing rule on the request queue. This ensures that the requests are directed to them for review.

View Access on Templates: The Triage team needs to have "view" access to the applicable templates. This access allows them to utilize the templates when converting requests into projects.

References

Workfront documentation on setting up request queues and routing rules highlights the importance of including the correct teams and assigning appropriate access rights????.

?Objective: Track requests for creative assets and website changes and assign them to different teams.

?Steps:

Step 1: Create two separate routing rules, one for creative assets and one for website changes.

Step 2: Create two queue topics corresponding to the types of requests.

Step 3: Assign each routing rule to the respective queue topic.

Explanation: This structure ensures that each type of request is properly categorized and routed to the appropriate team for follow-up.