Naming conventions in Workfront for Programs and Projects | Community
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StacySc
May 11, 2016
Question

Naming conventions in Workfront for Programs and Projects

  • May 11, 2016
  • 1 reply
  • 704 views
Hi All- Wondering if anyone has any tips or tricks for naming conventions of Porfolios, Programs and Projects. Currently we are using this naming structure: Portfolios: 2016 GWC External Program: AVAIL 2016 Marketing Campaign Project: AVAIL 2016 PDM Video Due 6/1 If you don't have the Workfront icons memorized you don't know if you are looking at a Program, Project or Task. The 'AVAIL' is a client code. Our Portfolios are set up each year by Client type (we only have 5). The Programs are a drop down in the Custom Form. I guess the real struggle is when you use the search field it is hard to distinguish what you are really looking at i.e Program, Project &/or task the way we are currently naming things because it is so similiar. Is anyone else struggling with this and do you have any suggestions?
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1 reply

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BenettaPe
Level 9
January 31, 2018
Stacy, We use project's all the time. Every now and then, if we need to group projects - then we will group them in a portfolio. Now with that said, I do have a suggestion for naming convention for you to consider - going forward - this is a new year - why couldn't you just incorporate the type name in the actual name? What was the draw back to doing that? 2016 GWC External Portfolio AVAIL 2016 Marketing Campaign Program AVAIL 2016 Project - PDM Video Due 6/1 Benetta Perry APS
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