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TrishaGr
TrishaGr
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We have a strong need for additional functionality from Scenario Planner or can you explain how I can get the functionality in the current product. - Workfront Scenario Planner 13-10-2021
We use Scenario Planner and it has been a great tool to provide us insight and data for our planning and shows us what we can accomplish with our current resources. However, a few of our challenges or current asks would be: We have several product managers that own and manage the data that is needed for our Technology plan (including the projects, durations, dependencies, and resources by month). Are there plans to enable an auto-save feature or a locking feature that would only allow edits if a...

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Re: In a report is it possible to label the text of the URL field as specific text instead of displaying the lengthy URL text? - Workfront 26-04-2021
Yes it does. I actually decided to make my a circle icon instead of naming the url as text so not sure if the text works but I do know you can click Advanced settings for the column and add criteria for it to show an icon that is clickable.

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Need help building a report to show Projects completed On-Time. - Workfront 03-03-2021
What fields would you use in Workfront to build a report that showed projects on time for the month, quarter, and year? Would it be best to represent this data in a graph or bar chart? Is there a way to show projects complete on-time (defined as completed within 1 week of original delivery date)?

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Is it possible to build a milestone report that only shows 5 of the 10 milestones in our milestone path. - Workfront 03-03-2021
If I build a milestone report is it possible to choose which milestones I want to show in that report? We have milestones for our phase gates and other milestones for our major deliverables and we would like to break them out into 2 separate reports.

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Is it possible to group calendar items by a portfolio? - Workfront 22-02-2021
I am building a calendar that will show all releases across the company and created sub-calendar filters for each portfolio's projects. When I view the calendar in Gantt view with all sub-calendar filters turned on it is overwhelming and confusing because the events are not grouped by anything. Is it possible to add a grouping so they are neatly organized by being grouped by the portfolio they belong to instead of being intermingled throughout the entire list. Also when in gantt view is it possi...

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Group Calendar events by portfolio - Workfront 22-02-2021
We have a need for a Company-wide release calendar that pulls all active and open projects across all portfolios and business units into one calendar view. Currently when you look at the calendar month view you can turn each sub-calendar on/off but when you look at the gantt view it would be nice to have the projects grouped by the portfolio so that all projects for that portfolio are grouped together. It would also be awesome if we could sort the portfolios from A-Z to make it easier to view th...

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Re: How can I pull specific milestones dates that are reached into a project list report? - Workfront 16-02-2021
No problem at all. I appreciate you taking the time to tech me. This worked great so thank you again for all your help here.

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Re: How can I pull specific milestones dates that are reached into a project list report? - Workfront 27-01-2021
So if I wanted to do the Planned Completion Date instead of actual would I just replace it to look like this? I pulled the milestone ID and Milestone name and added them in this. displayname=Milestoneslistdelimiter=listmethod=nested(tasks).liststextmode=truetype=iteratevalueexpression=IF(!ISBLANK({5ff4f64305be4d2950d0f65e475f0f38}),CONCAT({{milestone}.{name}} | ","Planned Completion Date"," = ",{plannedCompletionDate}),"")valueformat=HTML

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Re: Is it possible to build a report to display projects that are shared with specific teams or groups? - Workfront 12-01-2021
Okay I see what you mean. I'll give that a try.

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Re: Is it possible to build a report to display projects that are shared with specific teams or groups? - Workfront 12-01-2021
Thank you for your response. That is definitely helpful to know. However, I don't want the report to change based on who the logged in user is. I would like it to change based on the teams the logs in users is a part of. The goal would be that the report is used by a leader and his team members and contains all the projects that have been shared with the specific teams that have been created and assigned to his teams user in workfront. We would want this report to show the list of projects that ...

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