Adobe Workfront

Description - Would like to be able to have a portal set up where vendors could upload assets into projects without giving them any access to Workfront.Why is this feature important to you - This would allow vendor partners the ability to supply assets without needing to be a native user of Workfront. This would also help with internal security to intake assets that are needed but not granting accounts to external partners. This would eliminate manual uploads from internal employees after receiving the assets from the vendors via email, vendor tools, etc.How would you like the feature to work - Potentially leverage existing request area but allow them to be external facing and password protected to allow vendors to submit assets and have them map to the appropriate projects without using Fusion. Current Behavior: This does not exist. Currently, trying to leverage SharePoint and OneDrive integrations but there have been issues in the past with vendor partners not being able to these too

We are exploring ways on how we can receive files from vendors without having them in Workfront as a user.  Our use case is that we need to be able to receive upload files for projects but we do not want to have our vendor in the system as a user for security purposes. We are thinking of using the Sharepoint Integration and have the vendor upload through there and then connect to the projects as one possible solution but there have been issues with using SharePoint in the past with vendors. We are exploring Planning and are wondering if there could be a way to intake assets through a public form and then have an automation direct documents to the appropriate projects. Essentially using this form like a portal for vendors. Curious if anyone has done this before? Also, open to any ideas and recommendations for other solutions on how others are working to receive assets from vendors without giving Workfront access. Thank you!

Hi folks!!What I want to do is have the total hours in a timesheet grouped up by a Team.Then have an average of that amount by the number of people in that team. So that it spits out something like, Team a 42 hrs, Team B 47 hours. Etc etc.I was trying to group the hours by home team, but then the average was calculating the average of the individual hours entered, so it was showing 2.66 and such as each individual input of hours was around 1-4 at a time.It may be something that it cant do as a native report. I got quite far in getting it to add up all the total hours in a timesheet for a team, but it cant average by the amount of users in the team, (at least it wasn’t a standard option).Any help as always appreciated!

Hi Workfront Community,Has anyone created functionality in Workfront that enables users to scope initiatives that are in the sales pipeline, but not yet converted to a closed deal?Currently, our Client Partners team puts together SOWs and scopes for various products and services we offer.  They do this in scoping spreadsheets right now to get an idea of estimated hours, resources, teams and revenue that will be involved.In the past, we had “scoping” projects in Workfront, defined by a custom project status, where we created tasks, with hours and resources, and although this worked for a while, users wanted something with more flexibility and thus moved to spreadsheets.Just seeing if anyone has implemented solutions in Workfront for this, as this will help with my ideation process.Thanks!Nick

I have a report that totals the number of label jobs in a day, and each job has a quantity.The results are grouped by day, so the summary tab has the date, count of jobs for each day, and a total sum of labels produced (custom field - number format).the data displays properly on the summary tab, and the complete data shows up on a PDF export, but the Sum column has no data in the excel data exports.  if i export tab delimited to notebook, the totals are also there.  any help?  thank you. 

There should be a capability to either remove or disable the native Subject filed in Workfront request flows. If removal or disabling not possible at least should have capability to either modify its name or either move it to a different location on the form or within embedded custom form.We have been tackling with this issue from quite a while now, so having this adaptability of “Subject” field would be great feature.

A department is adding a new queue with a new custom form to their request project. The form shows the name but not any of the fields when someone goes to make the request. It only shows up for admins and for the project owner who does not have an admin license. I have tried creating a new form and it still did not work. Also created new fields and still not showing. Tried it on a different queue. The form is set as edit for those who submit, no restricted access. The queue is system wide. The project and form is shared with everyone. And the other queues and forms work. But when logged in as a user or if they try, it only shows the name of the form. Any ideas on why it is doing it and how to fix it?

We’ve set up a Kanban board in Workfront that pulls in specific projects and tasks associated to a team. We’re running into two major issues during testing:Cards cannot be manually moved across columns/stages on the Kanban board as expected. Some cards can be moved manually though!  Cards occasionally disappear entirely from the board (and become unsearchable), particularly after changing settings related to task completion behavior.More context:While testing, switching between manual vs. automatic task completion appeared to cause tasks to move off the board. In some cases, a page refresh or re‑indenting tasks caused the cards to reappear, but not consistently. Completing or moving certain tasks seems to trigger removal from the board, even when they should still qualify based on the board’s filters/settings.Questions:How can cards be manually moved between the Kanban columns in Workfront? How does task completion status (manual vs. automatic) impact card visibility on the Kanban boar

Please add ‘Entered by’ to the list of fields available in a ‘Billing Record’ report.  Being able to audit who entered a ‘Billing Record’ is critical when you’re dealing with finance issues, we were surprised this wasn’t possible already. You can find a thread about this issue here:    

  Hi folks,   NEW (and improved) as of March 5, 2025 3pm Mountain   With thanks to @sven-ix for this thought inspiring post, I am pleased to share this solution to the years-old "detect copy" challenge using a derivative work of my Targeted Auditing technique:   create a custom form (e.g. Project Genealogy, as below) that you will attach it to all Projects of interest; or if you prefer, skip this step and instead repeat the remainders on your existing common Project Custom Form(s) of interest add two calculated parameters ("Project Genealogy" and "Project Original Or Copy", respectively; both Text format) to the custom form save the form (so Workfront "knows" that those parameters now exist) set the NEW Project Genealogy formula as follows (and as below):     IF(ISBLANK({DE:Project Genealogy}) ,CONCAT("Created on ",{entryDate}," (",{referenceNumber},") as '",{name},"' by ",{enteredBy}.{name}) ,IF(CONTAINS(CONCAT(" (",{referenc

Hello We’re doing more global, cross‑regional projects,and as we’re not fully set up for global resourcing yet,  we;re having challenges with schedules and task timings I’m also keen to understand best practice for setting up resource pools when working across multiple regions and time zones.If you’re managing global projects and  resources in Workfront I’d love to hear what works for you

Does anyone have a checklist of the things we need to address before an Admin is deactivated to prevent any disruption? I know calendars will go away with their owners, an reports that run as the user, but is there anything else I may be forgetting. Also, will it effect Fusion scenarios in any way?

Hi,I’m hoping someone has some ideas for a custom form or report that will help show all assignees on a task when work is done by fellow teammates.  The team isn’t so thrilled with the “work is done button” as it makes it unclear to everyone else assigned (and this will always be different people from the team) who is done and when.  There are also issues that prevent us from duplicating the request for each user to have their own request assigned.   Any ideas on how I can get the assigned users a view on who is doing what?  Right now the only thing I can think of is a freeform field where they can update each other in notes what is going on that would be included in their view/reports.  However, they feel like this would be a lot of work and aren’t fully onboard with it.  Any other ideas I may be missing? Thank you!

Our users would like to be able to select, copy and submit as new an issue directly from a dashboard or a report. We have a popular project report where we have the Converted Issue: Name for the project as a column. Users would like to be able to select that issue and copy it to submit as a new request after modifying some data. 

A big round of applause to Kat Shondeck (​@KatSh1) , Project Manager, Office of Entrepreneurship and Commercialization, Penn State, for giving us a peek into how she’s built out Workfront for multiple teams and manages it all solo!  If you weren’t able to attend live, or want to revisit the session, you can access everything below.Session SummaryKat shared her experience as the sole Workfront administrator at Penn State's Office of Entrepreneurship and Commercialization, describing how she transformed Workfront into a multi-purpose operational engine to support over 50 people with limited licenses and diverse needs. She demo’d:How she streamlined financial requests and approvals Their strategic planning process and year-to-year reporting A system for tracking room rentals and payments, including a color-coded calendar Session MaterialsSlide Deck PDF (Kat’s notes are included as comments – you may need to download the file to see them) Webinar Recording  Additional ResourcesLearn more a

Hi!I am using the cookbook’s “My People's Work Universal Dashboard” and trying to recreate Project Open Projects.workfront-customer-reporting-cookbook.pdfI created the Manager Hierarchy form and calculated field. I then created a project report and placed this text into the filter, with the only change being the field name. DE:owner:X Manager Hierarchy=$$USER.nameDE:owner:X Manager Hierarchy_Mod=cicontainsOR:1:ownerID=$$USER.IDOR:1:ownerID_Mod=inOR:1:statusEquatesWith=CUR PLN ONHOR:1:statusEquatesWith_Mod=instatusEquatesWith=CUR PLN ONHstatusEquatesWith_Mod=in I am trying to pull a list of all projects of all users the director manages, regardless if the user owns the project or not. They can just be on the project (not just own it).  However, the report is blank when I view it as a director. Any thoughts or fixes?

We have 2 projects, using the same template, same project sharing accesses. In the template we have 2 tasks; Task 1 is assigned to Team A and one person (also in Team A) and Task 2 is assigned to Team B and one person (also in Team B).In the first project, Team A assignments show up in Team Requests on the Home Page and also in the user’s My Tasks - this is great.The issue is in the second project, both Team A and Team B’s task assignments do not show up in Team Requests, but they do appear for the named assignees on their respective tasks in My Tasks.Can anyone tell me why the tasks are no longer showing in Team Requests? What am I overlooking?