We use Workfront for our Helpdesk and created a dashboard with several reports to see various things. It depends on what they want to see. The options are limitless. We created custom forms for our Helpdesk techs and based on those answers we can craft reports/dashboards. For example: How many ticke...

There might be a better way but what I do for Fields is I just scroll through the fields looking for blanks in the Custom Form column. Go to Setup > Custom Forms > Fields tab. Far right column contains the Forms that use that field. If it's blank, the field is not used in any custom forms. For Forms...

That's awesome. What I would give to have ANY resource full time on one project :). I'm hoping we get there some day. But the risk I mention is still real. If it auto calculates by passing time, it'll automatically show the task as exactly on time, all the time, which can be misleading and give you ...

CPI also does not use baseline, which will again be misleading and incorrect. If I baseline a task with 40 Planned Hours and half way through I change the Planned Hours to 80 hours (we under estimated), WF calculates CPI based on the new number, so my budget indicator now looks good as opposed to ov...

Currently the SPI Index does not function properly for tasks that start later than intended. For example, if I have a Baselined task of 1 week duration (40 Planned Hours) that was supposed to start 2 weeks ago but hasn't started (0% Complete and 0 Actual Hours). The SPI=0 (correct). But if I change...

Currently, while in the Task view, when we delete a task or hit refresh, after completing the action, it takes us to the top of the project plan. This can be a bit frustrating, especially in a large plan when you're in the middle of the plan and have to scroll back down.

I would actually prefer it auto calculate based on Actual Hours (like MS Project). If Planned Hours = 40 hours, and Actual Hours is 20 = 50%. The only risk with allowing % complete to calculate via calendar time is that assumes the person has been working on the task and is exactly on target (which ...

Ah, gotcha. Thanks. Assuming they're not changing that soon. Would it be possible to create a report or filter to list the Tasks where the Planned Completion Date and Commit Date are different. Might make them easier to spot and know to have a conversation. Vic Alejandro, PMP, CSM IT | Project Manag...

But the Commit Date should not be effecting your timeline. The timeline uses your Planned Completion Date (which is unrelated to and not connected to the Commit Date). So I guess I’m not understanding why the Commit Date would mess up anyone’s plan. Am I missing something? Vic Alejandro,...

Yeah I have a Dashboard that lists the Tasks Completed Last Week and the Tasks Scheduled for this week and we review those in our Weekly Status Meeting so everyone knows what they’re working on. The only time I pay attention to the Commit Date is if someone changes it. As the PM I get notified...