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AnthonyIm
AnthonyIm
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Re: How can I create a report that lists tasks with its details and all its notes - Workfront 13-04-2016
Another idea... You could do a task report with Task Name, Task Description, and then have a third column display an Updates collection. Something like displayname=Notes listdelimiter= listmethod=nested(updates).lists textmode=true type=iterate valuefield=message valueformat=HTML However, to only show notes and not all updates, you'd need an IF statement where Update Type=Notes. Not quite sure how to do that though. Since we got this far, maybe the help desk can help you with the IF statement.

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Re: What can be reported on Baselines? - Workfront 11-04-2016
Hi Ian, Unfortunately Expense Costs (both Planned and Actual) are not captured on a baseline. It only has total costs of the project at the time the baseline was saved. Sorry.

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Re: What can be reported on Baselines? - Workfront 08-04-2016
What object type are you reporting on? I know for a project, task, or issue report, you can only get the information on the default baseline and not all baselines. If you use a baseline report, you do see the different baselines (set a filter or use a prompt for Project ID). I have attached a screenshot of the fields from the API explorer so you can see what options you have. You do not get a screenshot though of who was assigned the task at the time of the baseline. I get that request all the t...

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Re: How to display hours as days on an hour report? - Workfront 08-04-2016
So I was playing around... It seems if you have a custom field/aggregator, it does not work show the value in the summary tab, matrix reporting, or in a chart. I went to some other reports that are different object tabs and getting the same thing. So weird. I would have thought if it can display in the details tab, it could display in a matrix or chart. If you have any remote consulting hours left, you might want to schedule some time with Jason Webre. He is great on unique reporting needs.

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Re: Cross Project Scheduling - Workfront 06-04-2016
Cross Project Dependencies are great. Please note though that you can only do it by going into the task itself and going to the Predecessor tab. You cannot do it from in-line editing.

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Re: Is there a way to create a report that combines task time and issue time? - Workfront 06-04-2016
I like to use the Assignment object type for planned hours. Especially since you can then group by Job Role or User in a roll up.

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Re: How to display hours as days on an hour report? - Workfront 06-04-2016
Hi David, Have you tried changing the valuefield=hours to valueexpression=DIV({hours},8)?

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Re: Is there a way to customise the Portfolio Gantt Chart? I need to categorise the projects. - Workfront 06-04-2016
Hi Tim, To be honest, I do not use the Gantt Chart area in Portfolios as I too need different groupings to categorize the projects. I have a report* that lists the projects the way I want and then I use the new Gantt Chart icon in the upper right hand corner. However, there is one issue with this and that is you cannot export the new Gantt Chart functionality so we do have to do screen grabs to capture that view. *- You can also use a combination of custom view and grouping to get the same resul...

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Re: How do you record meeting minutes related to a project within Workfront? - Workfront 25-03-2016
There are some different ways my different agencies have done things: 1 - Attached the meeting minutes as a document. Then the uploader sends the document to everyon from the meeting to approve the document to make sure nothing is missed. Especially before sharing it up to executives. 2 - Added a field to the agency's project custom form called Meeting Minutes and selected the option for it to appear in the updates field. That way it was easy for you to reference the notes in the project custom ...

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Re: Is anyone having issues with custom forms or fields with logic not loading? - Workfront 25-03-2016
Hi, Can you provide a little more info? I have a ton of custom forms with display logic (not a lot with skip logic) and they are all working fine.

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