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VicAl
VicAl
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  •  in Workfront Questions 10/22/19
    I tend to listen to whatever Doug says  . But we do it a slightly different way. We've done it by creating Issues attached to those Tasks. We have an Issue Type of Test Case/Result and created a custom form with all the Test Case fields we want (i.e. Test Case #, Scenario, Script, Expected Results,...

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  •  in Workfront Questions 10/22/19
    Hi Miranda, I think she's talking about in this view you can select whichever you want to copy then click More and Copy to... (Fig. 1) You can also do this if you have the request open, by going to Issue Actions (Fig. 2) Fig. 1 Fig. 2

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  •  in Workfront Questions 10/21/19
    Hi Patricia, It depends on how you deliver the report (the format). If you use HTML then it's basically just sending them a link and they're getting live information as of the time the click on it. If you use any of the other formats it should be accurate as of the time it's generated (in this case ...

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  •  in Workfront Questions 10/21/19
    We don't really use it at that level, but wouldn't it be as simple as using a View in the Program view to display Actual, Planned, and Budget? You could even Group and summarize the totals. You could write some Text Mode code to subtract the difference, etc. You could also write a Project Report to ...

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  •  in Workfront Questions 10/11/19
    Hi Heather, The $$NOW should work and have the time (Fig. 1). When you say " But all I'm getting when I use $$NOW is the date, no time." What do you mean? Are you trying to place the $$NOW into a field? In which case the field itself would need to have that Time format turned on under Advanced Optio...

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  •  in Workfront Questions 10/11/19
    Hi Terry, No I don't think you're missing anything. There is no Primary Contact (or equivalent field) on a Task and thus the information is not currently brought over (as far as I know). We ran into this problem a couple of years back and used our API to solve it. We have it convert the Issue to a T...

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  •  in Workfront Questions 10/10/19
    Hi Susan, On the comment issue, the project owner is not automatically tagged on a comment (unlike with a Task where the assignee automatically gets notified of a comment). The project owner gets other notifications depending on what you've turned on (under Setup > Email > Notifications > Informatio...

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  •  in Workfront Questions 10/10/19
    Hi Michael, I don't believe the Weeks in Durations are 7 work days. A week would be equal to 5 working days (which still equates to a calendar week). It will all depend on how you define and use your Schedules (NOTE: there's a hierarchy on which schedule is used – i.e. global, project, user levels)....

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  • Thanks Doug. Yes you're right, an Assignment report would be more thorough. And it is good to make sure you're not clobbering another assignment (it could get tricky sometimes).

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  • Yeah that's a good point. I meant to mention that. The Commit Date may appear locked when they click Work On It. It's not locked, it just doesn't change unless the Assignee changes it from that point forward. But the Planned Completion Date does not get locked (and as far as I know has no connection...

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