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cameronw8553368
cameronw8553368
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Reporting with Allocation Percentage, Custom Fields, Matrix Reports - Workfront 13-02-2022
I am trying to create a matrix report where the rows are rolling up information from subtasks to a special parent task called M01, M02, M03, ... (through a custom field which I already have in place) and the columns are users on the project. I desire for the values to be the planned hours multiplied by another custom field on the users (it is a dollar per hour rate; it has to be a custom field because I cannot use the cost field for another reason). The purpose of the report is to show how much ...

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21

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0

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2
Re: Limit Access to Projects - Workfront 15-11-2021
Ah! Alas! That was it! Apparently, I shared the portfolio with a high-level group and that gave inherited permissions to dozens of people so that everyone in that group could see all projects in that portfolio! Removing the group did the trick! I have now learned to be as minimalistic as possible when sharing an object. Also, the little (i) trick really helped! That was the bullseye in terms of narrowing down where the inherited permissions were coming from. I don't know why I didn't think of th...

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25

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0

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0
Limit Access to Projects - Workfront 15-11-2021
I have several projects set up, and I have several project managers. I desire to allow the project managers to see only projects that belong to them (either project that they own or that have been shared with them). Basically, a project manager does not need to see other projects from other project managers unless specifically shared with them. However, the problem is that everyone seems to have at least view access to every project no matter what I do! If they click on Projects > All, they can ...

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25

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0

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4
Re: Grouping by highest level "parent" - Workfront 10-11-2021
I would love to hear back on this one too! There are so many things that I would like to see grouped by the highest parent group.

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30

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0

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Re: Single-Prompt Dashboards - Workfront 22-10-2021
The last update was a year ago. Can we have an update on this?

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26

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0

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0
Re: Single-Prompt Dashboards - Workfront 22-10-2021
The last update was a year ago. Can we have an update on this?

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26

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0

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0
Re: Single-Prompt Dashboards - Workfront 22-10-2021
The last update was a year ago. Can we have an update on this?

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26

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0

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0
Re: Customs Fields reportable through a Typeahead Object - Workfront 07-09-2021
I can see lots of uses for this. A best practice with data management is to have the data located in one central place and then to pull that data into whatever location is needed. I like the example of pulling employee IDs or something like that into a project or report through a custom field on the user. Another example for us is when we have separate projects that have some kind of a relationship. I often have certain custom fields on one project, and I want to pull those into the second proje...

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35

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0

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0
Re: Customs Fields reportable through a Typeahead Object - Workfront 07-09-2021
I can see lots of uses for this. A best practice with data management is to have the data located in one central place and then to pull that data into whatever location is needed. I like the example of pulling employee IDs or something like that into a project or report through a custom field on the user. Another example for us is when we have separate projects that have some kind of a relationship. I often have certain custom fields on one project, and I want to pull those into the second proje...

Views

35

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0

Replies

0
Interactions Between Task Cost Type, User Cost Per Hour, and Job Roles - Workfront 25-08-2021
If I set the Cost Type of a task to be Role Hourly but the Job Role has a blank for the Cost/Hr, does Workfront calculate the task's actual cost based on the Cost Per Hour of the user who logged hours, or does it take the cost to be $0? More broadly, how does the user's Cost Per Hour interact with the task's actual cost if the Cost Type is set to Role Hourly? My scenario is that I want all actual costs to be based on the user's Cost Per Hour (set up on the User page per user) for all hourly folk...

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8

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1

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