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Integrating the capability to bulk move Workfront Programs to a Workfront Portfolio is crucial for streamlining project management processes and enhancing user efficiency. The current limitation of manual, one-at-a-time processing for this task creates a bottleneck in workflow management. To address this, developers should prioritize the inclusion of bulk editing functionality for Workfront Programs, aligning it with the existing capability for Workfront Projects. This enhancement not only ensures consistency in user experience but also maximizes the utility of the platform. Potential implementation strategies include:Unified Interface: Design a user-friendly interface that allows users to select multiple Workfront Programs and initiate bulk moves with a few clicks.Customizable Filters: Integrate customizable filters to facilitate the selection of specific programs based on criteria such as status, deadlines, or assigned teams.Batch Processing: Implement a batch processing mechanism to
Ultimately, it would be nice to have the ability to add fields. For example, adding the project number next to the project on the timesheet would be great.
Description - I'd like the ability to be able to create cross-project predecessors in project templates. Currently you're only able to create internal predecessors in templates. Cross-project predecessors are very powerful but can be time consuming to set up each time a new project is created and can cause user error if a person either forgets to set up the predecessor or does it incorrectly. Why is this feature important to you - Our users work cross-functionally very often and we'd like to be able to link tasks between the different teams without having to manually create the predecessors for every project. How would you like the feature to work - Ideally, we'd be able to set a cross-project predecessor on a task on Project A Template to a task on Project B Template. When a project is created from that template, I'd like to be able to either create a new project for all linked templates OR select an existing project to link. Example 1: Marketing creat
Description - I would like the option to extend the Visitor Profile Lifetime up to 365 days Why is this feature important to you - This feature is important because on average our customers visit our site once every 6 months. Being able to have their visitor info from the last time we saw them would allow us maximize our ability to serve up a personalized experience even if we have not seen them for awhile. How would you like the feature to work - Current Behavior - We currently have our Visitor Profile set to the max allowed of 90 days.
Currently only one resolving items is allowed per issue. Most of the time we have more then one action to address an issue, so limit of "1" forces us to create weird workarounds such us creating a resolving task, with many subtasks, or a task with many issues, but then reporting on progress becomes cumbersome. If issue could have many resolving items, it would become easier to report by filtering items that have "this resolves" relationship defined and group by it.
When choosing field types to building custom forms, it would be very helpful to have the field character length for the text and descriptive fields designated as small, medium or large. The documentation provided on this is very general and just provides maximum character length. More specifics would help- https://experienceleague.adobe.com/docs/workfront/using/basics/update-work-items-view-updates/character-limits-in-fields.html?lang=en
The ability to grant permissions to add a new field, delete an existing field, delete existing field not used, add list of values, remove/disable list of values. Logic -- we typically have our "Super Users" the ability to create new custom forms and edit the fields. BUT I'd like the ability to limit what they can remove as it can impact other divisions.
We would like to see the ability for Group Admins to be User Admins WITHOUT being required to also give them access to DELETE users. Since Workfront allows users with logged hours to be deleted, we have already run into an issue where a user with time billed was deleted. And now we have no way to tell who those hours belong to, which has caused some probably with our revenue reporting. In order to avoid this in the future -- we removed the ability for our group admins to delete users. Unfortunately, when we took away the ability to delete users -- it then removed the User Admin access rights, as Create and Delete are both required to give that functionality. Now our group admins are unable to even add users, as they get an error stating they do not have access to the job role. They are also unable to edit the federation ID -- which we require as we have SSO enabled (as I assume most other enterprise level users do as well). We don't think you should be able to have access t
Currently you can only 'share' tasks and update their access when they're projects. I'd like to be able to do this on templates.
We really need logging on all objects and also on exactly what a user is doing once they log in. We need the ability to keep our systems up to date. Right now, I can't tell how often a report or dashboard is used - so I am not able to clean up items. (Even with Filters, Views, Groups -- I can't tell how often they are used, or not used.) We would like to know who & when someone accesses items - a report, a project, a portfolio. To push adoption, I need to know what a user is doing when they access. When a user logs in, what are they doing & when. I want more than just last log-in date. ex; I need to know if a user is only logging in once a week to log time on a timesheet, or are they using the application all week.
When you check the box for auto provisioning users as part of the sso process, there should be a selection called “Default access level when auto provisioning” with a drop down where you can pick from a list of the access levels you’ve created.
Create the functionality that allows you to manage and use tasks and sets of tasks consistently across the system without excessive manual effort (similar to to how you can edit a single field or a single form that can then be reused across multiple project template) 1.) Create a task library similar to the field library that allows you to manage tasks and choose to reuse them 2.) Allow admins to create custom "Parent/Child task sets" that could be added to a Project template just like you can add in multiple forms in the Project's custom forms section (ex: if you had a Parent Task for "Design Layout" with the 4 child tasks already made, you could just add the Design Layout task section to a new project or template without having to rebuild it) Building and maintaining consistent tasks across project templates is very cumbersome. For example, currently if we need to change the description or duration of the "Design layout" task we have to make
Issue: With Workfront's current setup you are unable to export the Custom Form Setup - Preview Screen. The only way to share the Preview Screen is to take a screenshot.Proposal: Ability to export the Custom Form Setup - Preview Screen.Benefit: It would be beneficial to export the Custom Form Setup - Preview screen in situations where you are building forms for others users and require feedback. Exporting will save time and make it easier to obtain feedback before employing a new custom form in Workfront.
As an admin, I'm frequently asked to add users to the system. I generally will search for a "like" user already in the system and check to see what groups/teams/access level the current user is assigned to, and set up my new user in a similar way. I have "New from Selected Person" available to me from the People/People tab, but I don't necessarily want to set up a filter to allow me to see only the subset of users I want to see. It would be wonderful for admin users to have the option to create a new user from an existing user's details tab.
Currently only personal time off shows on the Scheduling Screen and Working On Calendar. It would be very useful to be able to also see users' non-working days which come from their schedule.
Currently if a user as "Time-Off" booked, they also have to add the hours to their timesheet. It would be good to (at least optionally) be able to have that amount of time-off auto-logged onto their timesheet. I presume this would require you to pre-categorise the Time-Off Hour Type as Vacation/Sick etc.
The current ability in WF is very limited to controlling rates for specific time periods. We need the ability to manages all types of rates & roles for specific time periods. That could be a user hourly cost rate, a role based cost rate, etc.
Hello, It is painful and timely for project owners to investigate project tasks at the detailed level in order to remove projects from timesheets. People are so busy they just don't have the time. It just shouldn't be this complicated. Our organization would like the ability from the my timesheet view to remove a project or tasks, which would override the native rules in Workfront. The pinning feature helps keep the project task on the timesheet, but is ineffective to remove it. Regardless of the project task dates, we'd like to be able to remove the project task or entire project from the timesheet. Thanks! Emily
When a project is current and a team member assigned to a task and updates their time off calendar, project timelines get updated with no notifications sent to the project owner. Can you provide the possible solutions. Build in functionality to notify the project owner the the project time line has been updated. Indicated which task have been updated.Workfront Edit: This idea originally asked for 2 features. The other was a request to build a setting to stop the automatic rescheduling of work based on time off. That Idea is available here: https://experience.workfront.com/s/idea/0870z000000PSNiAAO/detail
It would be great if timesheets would auto-save whenever you enter time directly on the timesheet.
Need a new notification rule: "Task I am assigned to becomes Ready to Start". It would be very helpful for my users to be notified when a task they are assigned to becomes "Ready to Start"; i.e. moves into the "Ready to Start" section in the "Work Requests" tab. My users often don't know when they can start a task, and then the task sneaks up on them because it is hiding from them in the work requests section.
Tasks that are marked as "canceled" or "100% complete" from the project should clear from "my work". I'd also like to see %complete in my work.
Convert an Issue/Request into Program or Portfolios
In standard project management methodologies, there is no project owner. There is a Project Sponsor & Project Manager. The Project Manager is really the owner of the project. Can you change the 'Project Owner' in all data fields including the project health panel - to Project Manager? I'm sure most project managers would agree!
For purposes of coverage, as well as on larger projects and corporate wide initiatives, to have co-(or more) project managers. We would like the ability to add multiple owners, either within the project owner field or as a separate field for additional owners. This could be structured similarly to assignments, where the first assignee is "primary" but others are recorded and have the same rights to the task.
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