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MikePe
MikePe
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YOY User Count Report - Workfront 12-09-2018
Hi all! I am attempting to build a report that will help me chart out year-over-year growth in terms of our user accounts, as well as being able to filter how many active users and how many deactivated users we had those years, to help determine our trajectory for license needs. I was able to build a report that tells me how many user accounts were created each month for the past few years, and another report that displays the same data but with a YTD filter added, but I can't figure out how to ...

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Re: Where did the EDIT function for Updates go? - Workfront 30-07-2018
Just to add to this, there IS an edit option on the Proofing Viewer, which has led to some confusion for our users in the past, because they'll edit their comment on the Proof, but their original comment remains on the Updates tab of the document, with no indicator to let people know it's outdated (and the new edit never shows up in Updates either). The worst case caused one of our designers to do almost double the work because the original comment was drastically different from the edited one, ...

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Re: A wall of text - Workfront 24-07-2018
I agree as well.. It gets particularly dicey trying to read comment threads on the Document Update tab if you're viewing it from the Project level (i.e., when it's about a 5th the width of your screen). I like the push towards a clean aesthetic, but the way it has been implemented is a bit tough to skim through, especially if users are adding links in their comments, since those end up looking similar to usernames due to the font color. Mike Perez Tailored Brands

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Re: Custom Form and Reporting - Workfront 24-07-2018
Thank you! I'll play around with it and see how it goes Mike Perez Tailored Brands

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Re: Custom Form and Reporting - Workfront 23-07-2018
This is fantastic! Do you have any tips on the best way to handle cases where the custom form has multiple fields that only populate when certain selections have been made in prior fields? For example, we have one custom form we use for all requests, and when users select "Print" they see a different set of field options than they see when they select "Email". Is there a way to include every possible field, but hide any that are not available on the project? Mike Perez Tailored Brands

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Re: missing 'enforced predecessor' check box - Workfront 05-07-2018
I'd like to chime in with a little view enhancement we use to help check this very issue, as any task constraint besides "As Soon As Possible" or "As Late As Possible" can really throw a wrench in the works when you are trying to let your dates be determined automatically through Duration + Predecessors. You can set your Task Constraint column up with conditional formatting to assist you in quickly recognizing when a task is set to a constraint that will interfere with Workfront's ability to cas...

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Re: Business Case Workflow? - Workfront 05-07-2018
Thanks Vic, I appreciate the response! It is comforting to at least know my understanding of the situation is about right, even if the situation isn't necessarily how I'd like it I think of the two options, I would probably be inclined to use the first one, because the main reason we want to use the business cases at all is for the ability to have automated prioritization through Portfolio Optimization/the Resource Planner (if for no other reason than to give us a ballpark on priorities, even if...

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Business Case Workflow? - Workfront 05-07-2018
Hi all! I'm hoping the Business Case gurus of these fine forums can help me out with a bit of a quandary I've encountered on my quest to build a better Workfront experience for my users (sorry for the lengthy read ahead, but much appreciated if you make it all the way through!) We are currently in the midst of evaluating our request submission process, and are working toward using the Resource Planner, Scheduling Tool and Utilization Tool for our assignments to users and resource allocation. We ...

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Re: Better alternatives to Resource Managers on projects - Workfront 18-06-2018
Hi @Vazgen Babayan Sorry to necro this thread, but I'm curious where you landed on this topic, as I'm currently investigating best practices for who should and should not be assigned as a resource manager within our organization, and if this feature will be departing soon, I'd like to save myself the time of putting together an assignment plan Mike Perez Tailored Brands

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Re: Using Roles and the Resource Planner - Workfront 12-06-2018
Thank you all for the responses, this is all very helpful info! @Vazgen Babayan Thank you, that explanation is perfect! @Doug Williams I've definitely gotten a few grey hairs since I started all this! Thanks for the item checklist, that will prove very useful as I analyze our current setup. @Anthony Imgrund , that explanation is very clear and does make sense, but I have one question regarding the scenario you described, where being in the Brand A and Brand B pools will show you as having 40 hou...

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