Community Topics

I want to create a report where I can see Project Access, Tasks, Access, Issues Access, etc. by each Access Level in our system. That doesn't seem to be an option in any type of reporting. Has anyone figured this out?

Hi All, we need to grant some IT colleagues access to our Sandbox for testing purposes but we don't want to enable them to log in to the Production environment.Is it possible, or does anybody know a workaround? Thank you in advance! Kata

We have projects that we don't want users to log time against. I've tried changing permissions on these projects to take away the ability to log hours, to make the project and task view only, and to even take away the ability to view the project and it still appears on the users timesheet. I don't w...

We've long ago disabled the creation of Filters, Views and Groupings for non-admins.In disabling the creation of filters, views and groupings, it also disables the creation of Workload Balancer filters. Since we need them to be able to create and use Workload Balancer filters, I want to enable that ...

Hi all, I wanted to ask what others are doing in the area of Resource Management. We’re an in-house Marketing team, with an in-house Creative group. I’ve been asked to measure and monitor the work we’re doing as a department so we can baseline our “normal” capacity and more importantly, gauge the im...

Hi there,I have a few custom fields on a program custom form that i would like for Users with work licenses to access and update. I created a program report pulling forward these fields and have access rights of a admin level on the report however the fields are not inline editable by the users wi...

One of our BUs needs to enable their Project Leads to see Planned Costs and Planned Revenue per assignee so they can set up a P&L before running the project. However, they do not want to create an opportunity for the Leads to back into any user's salary. For this reason, we're leaning towards using ...

I have a user that is in an external agency and I only want her to see the projects she is working on. I have set her up as a unique Company Name unique Group. No Team. Worker license which has the checkbox "View only companies, groups & teams they belong to."Based on this I would expect she would o...

I know you can add dashboards etc. to layout templates BUT I have a portfolio specific dashboard that I would like added to the corresponding portfolio left panel that is viewable by everyone. I added the dashboard while signed in as me but when I logged in as another user it does not display. Is th...

We're looking into Group Admins but have some concerns. I can't find any charts or granular descriptions of what you can and cannot lock a group admin out of? Can they be prevented from making new custom forms? What about fields? Layout templates? Access levels? Templates? How does the system limit ...

Hi Everyone, I'm working with one of our designers, Astghik Aghabekyan, to learn more about how people assign access levels for new licenses and use permissions when sharing in Workfront. Many of you filled out a survey on these areas not too long ago, and we’re super grateful for the feedback you ...

We have Planners in our system who do not need access to create/edit custom forms, approval processes, milestone paths, etc... those were easy to turn off under Access Levels (created a new Planner Access for these folks and made modifications there). One thing we also don't want them to have access...