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JohnHo
JohnHo
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Ability for users with Reviewer access level to see reports built on Hours or Expenses Object Type - Workfront 02-07-2018
I have customers that I have given a reviewer license to. They want to be able to see the details behind the summary hours and expenses I can make available on a project or task report. Unfortunately, if I create the report - natively Reviewer user levels cannot see the data. So I need to setup the report to Run As another user with higher level access (e.g. me). This creates a problem b/c they can then run the report as me and I have full access to the data - so they can conceivably see others ...

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Re: Filtering an Hour or Expense Report by Users Company ID - Workfront 29-06-2018
Hello again Doug, My current issue is that for the Reviewer to see the report, I need to have the report run as me (a higher level access) as it is my understanding that reviewers cannot access the expense object or the hours object via reporting. I can control what they can see on the dashboard b/c it is a single project dashboard, however, they can still click on the URL that is the report name that pops them out of the single project view and runs the entire report (and they see all of the da...

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Re: Filtering an Hour or Expense Report by Users Company ID - Workfront 29-06-2018
Interesting enough, if I do the prompt and then say where project name =, it then lists only the projects associated with the user I am logged in as (which is good). Since I am on the single project dashboard, I can also run the report with the prompt - All (or any, can't remember the syntax) and it only shows me that dashboard. However, if I click on the report URL in the dash header, it takes me out of the single dashboard view and runs the report globally and I can run the report for all and ...

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Re: Filtering an Hour or Expense Report by Users Company ID - Workfront 29-06-2018
Your dashboard for every customer got me thinking though - if I put a prompt on the report - customer name, and I access the dashboard, when the dashboard comes up the prompt only shows me companies I have access to as my customer (even though I am running the report as me) so they cannot select any other project that they don't have access to - this seems to be a workaround although not a great one. THanks for the nudge, but if anyone else has ideas, that would be great. Thanks again. John Hoeb...

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Re: Filtering an Hour or Expense Report by Users Company ID - Workfront 29-06-2018
Hi Nayarn, Yep - I just tested that out and that is what it is. Good call. I changed my company ID to one of my customers and logged in as them and it worked. So my pickle is that I need to be able to run as me (so they can see the objects in general) but want to restrict them from seeing everyones data if they click on the full report. (vs. looking at the dashboard in the single project view). I already took away the REPORT navigation link from the Global navigation, so they won't be able to go...

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Filtering an Hour or Expense Report by Users Company ID - Workfront 28-06-2018
Hello all, I have a dashboard that my customers access. The dashboard has reports on it that show time and expenses associated on a project. The dashboard is accessed through a single project view click through. Because it is a single project view, Workfront automatically only shows the expenses and invoices associated with that project. However, if the customer clicks on the link to show them the entire report, it shows all data. Since these folks have an access level of Reviewer, I set the rep...

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Anyone create a good Estimate at Completion Report? - Workfront 20-06-2018
We are trying to create an Estimate at Completion report that looks like this. Person Budgeted Hours Actual Hours (Inception to Date) Forecasted Hours (Today Onward) Total EAC Over/Under Tom 100 50 80 130 +30 Jerry 200 80 100 180 -20 Heathcliffe 300 150 150 300 0 Total 600 280 330 610 +10 Which is pretty similar to what is on the utilization tab (in the new release it looks like you can put budgeted hours in by person - which is good). However, I don't think the Planned hours in the Utilization ...

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send an invite e-mail to this person - Workfront 12-06-2018
allow the send an e-mail invite to this person checkbox to be set to TRUE in the kickstart.

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8

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4

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Weekly Status Reports - Workfront 12-06-2018
Hello, Has anyone come up with a good way to do weekly status reports. I saw one post where someone created custom forms on the issue object and had custom status report like fields (accomplishments, plans) and someone else had a dashboard of sorts, but was hoping there were additional ideas out there that were more seamless. It would be great to have a delivered status report object available that could take snapshots of metrics from the project record and allow you to put in narratives. Here i...

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Re: Project Status Report - Workfront 11-06-2018
@ Marc Moroz - I would also be interested in seeing your dashboard if that was available? jhoebler@crosscountry-consulting.com

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35

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