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ChloeRo
ChloeRo
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Re: Limit Access to Projects - Workfront 15-11-2021
If you're using Portfolios, you might need to look into your Portfolio sharing. Most of our users get their inherited permissions through the portfolio, so as soon as a project gets placed into a portfolio, the proper permissions get automatically added. If "Visible System Wide" is set, that's likely why they're getting view access to everything. It could also be that they're getting automatic access based on their role (we have some sharing set up so that anyone with specific roles can get auto...

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Re: Calendar filters / Calculated custom fields - Workfront 15-11-2021
Hi Lila! Are you trying to set up a filter so that you're comparing a date from the task to a date from the project level? Ex: Task Custom Date > Project Custom Date? To answer your 2nd question - you should be able to reference Project information from a task form. The syntax for the calculated field is Object.Field, so if you were referencing a custom field on a task called Days Late, it would be Task.Days Late. You don't have to worry about prefixing the custom form with DE: as you usually wo...

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Re: Running report with Greater than or Equal to $$TODAY-3d - Workfront 15-11-2021
Sorry, I misspoke - it's not UTC - it's GMT. I just rummaged through my support tickets and found the response I had received from Engineering: "We looked into this issue, and it looks like it is always basing the time off of the GMT timezone and not the local timezone, but when you just do $$TODAY it removes the timezone and so it will show midnight. However, once you start to shift the hours it is taking into account the timezone, which is based on the GMT time. This is how the system has alwa...

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Re: Running report with Greater than or Equal to $$TODAY-3d - Workfront 15-11-2021
$$TODAY can be a frustrating wildcard. I had to submit a ticket for this before. Apparently $$TODAY is 12:00am the date of your current time zone. As soon as you do a calculation in conjunction with $$TODAY, it disregards your current time zone and becomes UTC. You can verify this by adding 2 columns into your report - one with valueexpression=$$TODAY and one with valueexpression=$$TODAY-3d. I did it and in my screenshot you can see $$TODAY is 11/15/21 12:00AM but as soon as I add "-3d" the time...

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Re: Can someone help me with a chart showing count of Alignment Scores? - Workfront 10-11-2021
I think a custom field is probably the best way to accomplish this. If you're adding the field on a project form, this would be the formula: IF(Alignment>=45,">=45","<45") Then you can set up grouping by that field. If you don't already have it set up, I'd recommend having a "Admin Use" form onto all templates. That way, when you have a reporting field like this one, you can pop it into the admin form and it already exists on all jobs, so it's just a matter of recalculating the expressions.

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Re: Is there a report that I can run to find which projects are 'view' shared vs "manage' shared. It is just 1 group I need to find this for. - Workfront 10-11-2021
I don't think the functionality exists. There's a slight workaround, and it's not perfect, but it's sort of possible. Create a Report Report and add a column for "Shared With" (depending on how many reports you have in the system, you may need to try and add additional filters to narrow down your results). Once your report loads, click the filter icon (the funnel) in the upper right to filter the page.Type the name of the group that you want to adjusting sharing permissions for.If you know which...

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Re: Has anyone conducted internal surveys to gauge user experience with Workfront? - Workfront 10-11-2021
Skye - that screenshot was great. Yeah, we were definitely missing the executive support on the survey, so I'm pretty shocked we even got the response we did. My initial goal was to get 5% of people to respond, so I was thrilled with 19%, but I was humbled when our survey team said 25% should've been the minimum. LOL. Anyway, yeah, I think it's possible that the lack of anonymity deterred people from responding, but we really wanted to have the user data to help understand is there were specific...

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Re: Has anyone conducted internal surveys to gauge user experience with Workfront? - Workfront 10-11-2021
Hi James! We sent this to any user in the system who was active, so yes - it was sent to licensed and unlicensed users. We actually got a lot of great feedback about user experience (particularly in regard to navigation) from those unlicensed users, so it became clear to us that we probably need a more robust training/refresher for them since they seem to be struggling more than our daily users. If you (or anyone else reading this) wants to do a survey, but you're not sure what platform to use, ...

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Has anyone conducted internal surveys to gauge user experience with Workfront? - Workfront 09-11-2021
We rolled out a relatively short poll to our users and wanted to see if anyone else has done this and what your results were. I attached our 4 question survey in the attachments in case anyone wants to see. What was your survey response rate? We had about 19% of people who took the survey (131 out of 700 users), but we were told that that was low. We had a question "Would you recommend Workfront to a colleague or friend?" and it generated a pretty low NPS, which was extremely shocking to us. If ...

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Re: Ctrl + Enter to post updates - Workfront 27-10-2021
Yes, agreed! CTRL+Enter still works when posting a reply on an existing update, but it doesn't work for posting a new update.

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