We are using Fusion to create new portfolios. When they're created, they are not shared with any users/teams. Is it possible to also share the new portfolio using Fusion?
Thank you Rich! This is exactly what I need. Our users aren't adjusting the task status when they get an issue. They're only working the issue, but once that closes, when I pull the task actual completion date, it pulls the latest issue completion date. On the task update stream, it still shows the ...
Is there any way to report on the original task actual completion date prior to it being reopened by an issue? We're trying to report on late/on-time tasks based on the original task completion. If issues are opened later, we do want to see those, but still want to be able to report on that task act...
When we have project owners in training, we'd like to build a dashboard for the training manager to monitor. Our hope was to pull these in based on an other group, team, or role called 'Trainees'. Their home group/team should be the actual team they're assigned to for correct functionality of our te...
It's so interesting to see what others are working on right now! We are still relatively new to Workfront, just about a year using the system. Our recent focus has been expanding use to other internal teams as well as setting up view only resources for our clients, with a more interactive future sta...
Thank you Narayan! I was making it too complicated and trying to filter their report on top of permissions, but setting up their permissions accurately at the start will take care of it. Thank you for the recommendations, they were just what I needed and I'm looking into the package manifest you lin...
Hi Narayan,Thanks for the response! Even with groups, I think I'll still run into the same issues I'm trying to figure out now. The main thing we're trying to figure out is to avoid as much manual setup as possible. I'd love to figure out a way to automatically have the projects associated with a co...
We manage projects across many different clients and are trying to figure out the most efficient way to keep project association clean internally as well as give our external primary contacts view access to those projects associated with their 'company' in Workfront. We use only a few project templa...