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DaleWh1
DaleWh1
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Re: Tracking deliverables - Workfront 13-05-2019
Hello, Sorry I am late on this. LEAP happened. So, here is a full test project: If I want to quickly see the phases (also useful with a milestone view), I would filter for Indent = 0. Now of course, this would be more useful with dates, but in general, this is the approach. Then, adding in the deliverables (Level 1), my filter would be indent <= 1, which would yield: With Gantt's visible, it makes a pretty picture, with no additional fields or calculations required. Just a well structured projec...

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Re: Tracking deliverables - Workfront 02-05-2019
Hi Joe, For our organization, I have set the general rule that Levels 1 and 2 of the Work Breakdown structure are for reporting. 3+ are for tasks. For our top level of the WBS, you could consider using phases or milestone goals that you could then attach milestone activities to. Level 2 would be the deliverables or required outputs for a given phase or milestone, and then level 3 would be the task/activity level. To Narayan's point, one of the powers of Workfront is to create a consistent templa...

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Re: Breadcrumbs for Tasks - Workfront 05-04-2019
A couple of thoughts. Breadcrumbs only give one parent up. If he shortened the task name, it may help see the pertinent parent information. Also, the task naming structure could contain some hierarchy information. Other option would be to customize the task landing page with a dashboard that would give you a report for the hierarchy as the first tab. No really elegant solutions, but just some thoughts. Dale Whitchurch Arthrex Inc

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Re: Adding a custom field to a view - Workfront 28-03-2019
I agree with Marty. We have trained our team members that if something is wrong with a task to raise an issue. To Marty's point, we have created a couple of queue topics that help us classify and obtain the right amount of information in order to best resolve the issue (e.g. change order to customer, timeline shift, assumption change, risk identification, etc.) Dale Whitchurch Arthrex Inc

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Re: Field New in System "Percentage Advance Planned" - Workfront 18-02-2019
Hello, If you are assuming some linear progression in the system (which is not always true for a variety of reasons) you could calculate this by the following expression: ROUND( PROD( DIV( DATEDIFF(actualStartDate,$$TODAY), DATEDIFF(plannedStartDate,plannedCompletionDate) ), 100), 2) Dale Whitchurch Arthrex Inc

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Re: Combine Columns - Task and Issue Assignments - Workfront 05-02-2019
I believe this is what you are looking for: https://support.workfront.com/hc/en-us/articles/217521437-Report-Combined-Task-and-Issue-View-and-Grouping If you are trying to combine collection columns, that may be a bit of an issue, but the article should help in the right direction. Dale Whitchurch Arthrex Inc

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Re: Durations - Workfront 04-02-2019
I have seen this before on projects that have been imported from MS Project. The easiest way I have found to reset it is to edit the duration on the parent task and change it (to 0d). It will recalculate to the correct value and it should revert to days. Dale Whitchurch Arthrex Inc

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Re: Product Plan - Workfront 01-02-2019
We are linking Aha! to Workfront and Salesforce to integrate the front end of ideas to roadmap to planning and execution. We are using fusion to link Aha! and Workfront. We are still in the early stages, but for the near term projects, it looks like it will work. Dale Whitchurch Arthrex Inc

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Re: Workfront Dashboard reporting - Workfront 01-02-2019
Is the grouping the same as the name? If not, I suggest that you add a column to your report and follow this text mode to hide it: "https://support.workfront.com/hc/en-us/articles/360001028853-Understanding-Common-Uses-of-Text-Mode#hide-a-column-in-view">Hiding a Column in a View Then, use that to sort on first, followed by name. Dale Whitchurch Arthrex Inc

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Re: Fusion: Convert issue to project currently does not bring over custom data - Workfront 15-01-2019
Using a custom HTTP request, you can accomplish this... The API call would look something like: PUT issue/ISSUE_ID/convertToProject?updates={"options":["preserveIssue","preservePrimaryContact"],"project":{"name":"Converted Project Name","templateID":"TEMPLATE_ID"}} You would just need to put the data in the right spots for the card. I don't remember all of them off the top of my head

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