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TrishaGr
TrishaGr
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Re: 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 14-10-2021
Hey Trisha! This is all great feedback, I'll reach out to you through your account team to get something set up so we can talk through these points and go over our upcoming roadmap.

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Re: Need help building a report to show Projects completed On-Time. - Workfront 04-03-2021
I would use condition to manage most of this information along with a journal entry report that will be released to production in the next week or so. Read more about condition types here: https://one.workfront.com/s/document-item?bundleId=workfront-classic&topicId=Content%2FManage_work%2FProjects%2FManage_projects%2Fproject-condition-and-condition-type.html&_LANG=en

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Re: Is it possible to build a milestone report that only shows 5 of the 10 milestones in our milestone path. - Workfront 11-03-2021
Hi Trisha, Would it work for you to build the report and then use a filter based to select which milestones you wanted to see? Kyna

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Re: Is it possible to group calendar items by a portfolio? - Workfront 03-03-2021
Thanks for the tag Skye and yes (Trish), As Skye suggested, I invite you to consider our UberGantt solution, which allows you to create a branded, customizable, printable Gantt chart of any Workfront projects and tasks of interest, simplifying communication in an insightful and professional format...and to group the data by (for example) Portfolio, to simplify communication. Regards,Doug

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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: Is it possible to build a report to display projects that are shared with specific teams or groups? - Workfront 12-11-2021
Please use the Exist syntax to filter: EXISTS:A:$$OBJCODE=TEAMMBEXISTS:A:teamID=$$USER.teamIDsEXISTS:A:userID=FIELD:assignedToID Let me know if that helps. Thanks,Ashutosh

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Re: Is it possible to build a report to display budgeted hours entered in the new experience resource planner? - Workfront 23-12-2020
Hi Trisha- have you explored the Resource Planner tool? You can see by Job Role and then list of projects, or list of projects and then job roles- and export to excel the budgeted hours by month, it does require some manual effort since a lot of other raw data exports as well, but is something we are exploring for our own use to get full picture of job roles/hours for the year. The Budgeted Hour report is something we have explored as well but I have not found a use for it at this time. https://...

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Re: Can I configure Workfront to allow a Program to be shared across many Portfolios? - Workfront 19-11-2020
Hi Trisha, I just was doing some checking and it looks like you can't directly do this, but through the use of custom data you might be able to essentially "tag" different programs and portfolios to connect them. I also hear that more research will be done about this very type of thing soon, so keep an eye out for when those open up. Also, I did take a look in the Innovation Lab and it looks like there are at least these 2 ideas that sound similar to what you want to do that you might want to vo...

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Re: Is it possible to get this type of report or dashboard view in Workfront based on projects and portfolios or projects and programs? - Workfront 19-11-2020
Hi Trisha, If this precise look is a requirement, I invite you to consider our Magic Reporting solution, with which we could tailor to suit, and you could then run in real time from a dashboard right within Workfront. Happy to chat further offline via doug.denhoed@atappstore.com if you're interested. On the other hand, if you're willing to compromise the look, I'd suggest you create a Task Report in matrix mode, grouped by the Portfolio and Project horizontally, then by the Planned Start Date (t...

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