Hello, We are looking to see what tools are available for time tracking
that will integrate to Workfront. We are hoping to use a tool that
allows us the ability to use a stop watch to track time (like Harvest or
Toggl) instead of having a user manually type in minutes/hours. Anyone
have any advice o...
There is a request tab inside every project but I can't see how I can
set up the queues so that you can make a request from inside an existing
project and get the proper forms, get it routed etc. The use case is I
have an email project and I want to request a video from the video team.
Normally we w...
We'd like to start scoring projects based on size, effort, project type
to prioritize work. I'd like to keep it simple and try it out for a bit.
Anyone have an approach that is working for them? And do you have the
requestor do the scoring ? or the project scheduler ? Would love a few
ideas.
I'm trying to make a document Proof Approval report...but I only want to
see documents within a specific Portfolio/Program. When I go to group
this proof approval report, or filter my view, it won't let me know keep
it native to any sort of grouping. Only...Proof ApprovalApproverDocument
VersionRequ...
If I use Last Note, it gives me the latest update available on the
project, but I also like to include Last Update Date and Last Updated By
so that means now I have 3 fields which takes up space (trying to limit
the amount of fields in a view to the absolute need items). If I use
Condition Update, i...
I'm working on a scenario pushing an issue from Workfront to create a
case in Salesforce. I'd like to push the Assigned To field (from the
issue) but am only seeing Assigned to ID. The scenario won't run because
I think that Salesforce doesn't recognize this ID so I'm thinking I need
to push a Name ...
We are exploring the campaign #Betas‚ , and are interested to learn if
we can expect it to do a few things:1) Will the #Requests‚ queue process
support the campaign object? In other words, can you convert an issue to
a campaign?2) If yes, can you apply a #[Custom Forms]‚ to the campaign
object? If n...
I'm trying to understand the benefit. Is it for display purposes only? I
embedded a fillable PDF in a request form, converted it to a project and
the filled in fields did not carry over. I could be doing something
wrong however.
Hello! New to using Portfolio Optimizer this year. We used it last year
but someone else was leading the work on this. Here is my scenario and
question: In our process, we have the business submit their roadmap
project requests for 2023-2025 so we can prioritize them via Optimizer
(using the busines...
I'm trying the IFIN(value, value1, value2,..., trueExpression,
falseExpression). However, my multi select field has numerous instances
that need to be combined. When I reached out to support they said
"CONTAINS" wouldn't work for what I'm trying to do. Has anyone had to do
this or know enough about ...