I am trying to work out project priority decision chart. One thought is to map project value against risk, with the bubble representing project size (hours). Have all I need except that when I select RISK as an axis, the only option I get is SUM. That isn’t so useful, as all projects end up li...

We've identified a MAJOR problem as a result of recent changes that may affect others. Workfront messages regarding NEW WORK ASSIGNED (and some others as well) are not getting through our firewall as the messages are below the threshold of being assessed as legitimate (15k is our lower limit). The...

You've got it. A note report, however, you can filter on the type. We've found over time that the condition note sounds great in theory, but can often lead to challenges if the PM (project owner) makes some sort of comment on the project that isn't really about the condition. We've taken to using ...

I would agree with everything already posted, and add that the group structure is important to nail down as well. Project templates (as well as lots of other objects) can be group specific and therefore aid in limited what one group sees when they create new projects. Another thing that we've done i...

Agree with all the comments. Workfront makes it VERY difficult to replan a project. Once a user "commits" to having work done on a date, that's it. Put the project on hold, and the task stays in the persons Working On queue. Restart and replan the project, no problem --- the planned dates change but...

code for "Today's Date" is $$TODAY Other parameters you may find useful are $$USER.name (substitutes the user id of the person who running the report) (can also substitute other USER attributes, such as role, id, etc. For a filter on "day before", you can use between $$TODAY - 1d and $$TODAY

We have some groups (1800+ users over many departments) who have set up naming conventions, mainly based off their old systems. Rather than naming something by customer, we have a dropdown for it. Some projects get rolled into programs, which would be likely another part of a naming convention other...

Shout out to our crack support team at Workfront. They found a solution. "Go to the request queue project > Issues tab > Customize a view to include the Queue Topic Name > You can now In-Line Edit the Queue Topic." Sounds simple, but I didnt go there as I was just trying Edit Issue or Edit from ...

We are using request queues for more and more and find them great to get requests to the right people and into the correct "project" or holding queue. The one challenge we've had is when a user selects an incorrect queue topic. It is easy enough to move the issue and assign it to the correct perso...

This is a sticky one, Lucas. If I understand your question correctly, you are asking about reporting from the users' TimeOff tab. This is not readily possible. We've had some groups internally use a PTO "project" to get around this, then use a calendar to show it. This approach allows the manager ...