This is a sticky one, Lucas. If I understand your question correctly, you are asking about reporting from the users' TimeOff tab. This is not readily possible.
We've had some groups internally use a PTO "project" to get around this, then use a calendar to show it. This approach allows the manager to implement an approval for the request as well. Shameless plug: I'll be talking about this at LEAP next Monday at 2:00 -- Using Workfront Calendars to Increase Transparency and Predictability.
Hi Marty,
Unfortunately I wasn't able to attend LEAP this year...hope it went well!
I'm keen to know - regarding your proposed solution of a PTO project - how does this affect utilisation and availability reporting? I presume that as long as you book someone as 100% for leave bookings it doesn't increase their availability for other work, but is there any area that is shows that they had more available working hours than they really had? (if you know what I mean?) i.e. it shows that they worked 52 weeks per year, but really, they only worked 50 or 48 or whatever.
Cheers, David
There's a few, but they are limited in functionality. Try looking here:
https://support.workfront.com/hc/en-us/articles/218328617-Time-Off-PTO-Reports
As has been suggested, you could have people book time to a leave project to allow reporting. However, it doesn't have priority over other projects - Workfront will let you assign 8 hours 'leave' task and 8 (or more) other hours over other projects without problem.
Putting in PTO means you cannot get the task scheduled for the leave time - but doesn't tell you why. We've had plenty of PM's get frustrated spending hours trying to work out why the task keeps sliding past the date, only to find they've assigned it to someone who has booked leave but not told the PM.
Swings and roundabouts either way.
Thanks Bruce.....very helpful. One shortcoming is that the dates are not listed in chronological order. I tried adding a sort order but this caused the report to fail when loading. Any ideas?
We have adopted the code listed here:
"https://support.workfront.com/hc/en-us/articles/218328617">https://support.workfront.com/hc/en-us/articles/218328617
We use alternative coding #4 to just show future time-off.
It works OK, except that the time off days are not listed chronologically and a bit of white space shows occasionally per person.
I find this column definition easier to read when compare to #4 in the support article:
displayname=Time Off listdelimiter=  listmethod=nested(reservedTimes).lists textmode=true type=iterate valueexpression=IF({endDate}>=$$TODAY,CONCAT("[",{startDate}," - ",{endDate},"]")) valueformat=HTML
Thanks, this is very helpful. We were also told recently by WorkFront Tech Support it was not possible to report on PTO, not even through Text Mode. I'm happy that someone figured it out and even more happy they shared it with us. Thanks!