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TimGr1
TimGr1
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Re: Scorecard for a Request - Workfront 05-10-2020
Definitely let us know how it goes once setup to see the user experience (both from request and from fulfillment of request end). If you find other calculations that simplifies (I know it has to exist), I'm happy to see it too so that I can clean up mine.

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Re: Scorecard for a Request - Workfront 02-10-2020
Hey Mike, I found that for a drop down field, I had to create a specific calculation for each selection and then do display logic so that depending on what gets chosen, it'll only show the one item with the score after the custom form is saved from the selection by the requestor. First calculated field - IF({Channels} = "SMS", 25, 0)Second calculated field - IF ({Channels} = "SOCIAL", 25, 0)Third calculated field - IF({Channels}="BLOG",25,0) I'm sure that others are better than me at doing equat...

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Re: Scorecard for a Request - Workfront 23-09-2020
Hey Mike, Did you attend the 2019 Leap conference? If so, then you can access the link. If not, then you won't be able to get into (FYI). That being said, I'm also happy to discuss with you what I've learned when developing the scorecard. The main goal that I used out of the scorecard was to drive support team members to a discipline of evaluating a request against the needs of the organization, but also to create the visual that are publically accessible as to where a request lives. I would the...

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Re: Scorecard for a Request - Workfront 07-02-2020
And this may help as well Michelle (I found it the other day for some internal questions about calculations where it may yield some additional help); https://experience.workfront.com/s/article/Condition-operators-in-calculated-custom-expressions-405578809 Tim Greek, PMP IEHP

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Re: Scorecard for a Request - Workfront 07-02-2020
Hi Michelle, The presentation was called Express Yourself- Getting More out of calculated custom data. If you go into the site for the presentations, in the search field type in "calc" and it'll pop up. I also attended a presentation called Getting Out of Office: Taking Release Management Out of MS Office Suite. This will allowed me to connect to two resources at Aetna who setup a scoring system and they helped me work through some mechanics of calculations and how it works in WF (invaluable inf...

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Re: Inline editing of status updates - Workfront 07-02-2020
Hey Michael, This is a ghost I've been chasing for a long time to just run a meeting with status updates out of WF without the amount of clicks and process to go through. In the new WF Experience, for the Task level, there is an option now for Open Summary. With that, I can setup my views / filters / groupings to show me the items we should be discussing (some situations I need to create custom fields to pull specific items) and then with the open summary, a pane opens on the right and I can imm...

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Re: Scorecard for a Request - Workfront 07-02-2020
Hi Frank, We've used a scoring process in a couple of different flavors in our department. We have been able to setup with custom forms and based on what gets selected, it will calculate items. Did you attend the Leap conference in 2019? There is a really good presentation that is available that gives good insight into how to do different types of calculations. Based on the scores in the custom form, I create a report to show me the individual scores and the total sum (each is a field; I sum the...

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Re: Frozen Calculated Custom Field - Workfront 24-01-2020
Hi Denver, This is a manual process for me as well to refresh calculations. I setup a scoring system to weigh priorities from a product management point of view of what items to work on first vs. last which includes items like aging. The days don't auto updated and every few days I have to do a mass edit of all the requests, select the custom form but don't change info, and then hit Save to get it to refresh the points / positions of items (the ones that age longer move up the list). Without hav...

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Re: Completed Project is showing "In Trouble" - Workfront 24-01-2020
Hey Jernae, Do you go by whole days in your projects or does the timestamp matter? For me I go by whole day but we've run into this type of stuff as well. I think there's something in a project schedule that can be setup at the admin level where you can state which days are available for a project and the times that people work. I'm wondering also if at the resource level the team members have to state their work hours and then the system pulls from this against the timing of task? I'll put item...

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Re: Designate Multiple Project Sponsors to a Project - Workfront 24-01-2020
Hi Pavlin, I have the same need as well. Other than custom fields / form that you mentioned, the way I found around this is that you put in one owner and one sponsor for the project, but you consider others as "executive stakeholders" on the project. They're usually nearly solid dotted lines as far as reporting back to them but it also doesn't muddy the waters for "chain of command" in a project. I find it's cleanest to have one sponsor but that sometimes just isn't reality. When I was able to g...

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