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September 17, 2024
Question

Workfront Planner Export Questions

  • September 17, 2024
  • 1 reply
  • 483 views

I am struggling to utlize the export results from the Workfront planner. My end goal is to get a report that provides monthly planned hours by program/project/role that I can then export. 

 

I have narrowed down my fields to include just monthly planned hours. 

 

When I export the data, I juse the "raw" setting so that I can get the baseline data. That output includes a line for the total project plus the individual components, in essence double counting the numbers when I export it. (See yellow highlights)

 

1. How can I turn this setting off so that the raw data I get is not aggregated? 

2. Is there a way that I can export the program information as well? (I was told to use planner instead of reports, but that may be my next step (although I can't figure out how to break out planned hours by month across the top, but that is a separate problem). 

 

Eventually I may use the planner without exporting, but right now we are working on ensuring projects are set up correctly and transitioning fully to Workfront, so I am not there yet. 

 

Thanks in advance for any insight!

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1 reply

KellieGardner
Community Advisor and Adobe Champion
Community Advisor and Adobe Champion
December 13, 2024

You want the export of planner without the total column? To my knowledge it's not possible. Usually what I do is filter to get those lines and then delete them so we can use the data to aggregate.