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SkyeHa
SkyeHa
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  • I think what you're asking for is covered here: https://experience.workfront.com/s/article/Referencing-Collections-in-a-Report-779518987 i.e. I would have 4 milestones: Initiation, Planning, Execution and Closure. I'd run a project report and in the view, put in four columns that each reference my c...

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  • yup no worries. By the way, something I'm a little weak in understanding is what happens when a report is on multiple dashboards and each dashboard is shared differently. In those cases, I believe the most permissive access is the "winner"? But not really sure how the rest of it displays. So if I pu...

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  • Pretty much. The only thing I would correct is the phrase "if I remove inherited permissions on the report and they view that dashboard, the REPORT will be blank". It won't be blank: it actually will not be there--no report line, no report box, nothing to show the report was ever there. The only way...

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  • I am not sure which help screens you are looking at. So... just very briefly, reports can inherit viewing permissions if they are placed on a dashboard that is shared with the users. If I create report A, and put it on dashboard B, I only need to share dashboard B to user C, and user C will be able ...

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  • hi Nick, it's not possible. I think you want to upvote this idea. https://experience.workfront.com/s/idea/0870z000000PSV8AAO/detail -skye

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  • the help guide says "Note: The latest Actual Completion Date from a project's tasks will be used as the Actual Completion Date for the entire project." ....so I'm wondering if you've tried changing the latest task actual completion date yet. -skye

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  • hey Erika, in the Portfolio details tab, in the overview, you should see a field called "Is Active". By the way, programs are now able to be deactivated in this same way ("is active" field in the program details tab) -skye

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  • I don't think there are any good solutions, but I think what can help is deciding what should go into a communication/update,and where that should live, as well as giving priority to training your users on your solution and inviting their feedback. In other words, having standards. For example, here...

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  • I think probably the only way would be through a task report at the moment, so create a task report with the relevant filters (e.g. Task number = 1, + project status does not equate with dead (or whatever status filters make sense)), add the relevant columns (e.g. project name), sort the view by com...

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  • not yet but you should upvote https://experience.workfront.com/s/idea/0870z000000PSgfAAG/detail in the idea exchange if you're one of your company's authorized service contacts. -skye

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