Hi Shannon, We haven't quite yet mastered resource planning at Truist because there are so many things that need to be in place before that can ever truly be realized. What we have mastered is workflow configuration for the enterprise. It all starts with a Center of Excellence and the administrators...

Hi Brad, Yes, it's called a dashboard and you'll want to set one up as soon as possible and call it a Center of Excellence portal. In fact, there's' a WFPro Deep Dive on "Intranet Sites with Workfront" where I demonstrate how we operate our COE at Truist Financial using dashboards. And with a little...

Hi Anna-Katharina, By using the Issue > Source, you can retrieve the task the issue resides on.Thanks,Narayan

Hi Sarah, First, since it’s a planned activity that someone add a weekly status update to the project, I suggest you have a task assigned to the person for each week they’re expected to do this until the completion of the project. Anything short of this will leave you with an incomplete picture of ...

Hi Tracy, At Truist Financial, we generally advise that project owners set the requester (also known as the primary contact) as the project sponsor. This makes approvals within the project easier when the requester is also approving the changes. You can see how this is handled in about a minute of W...

Hi Gevorg, No, I am not testing in New Workfront Experience. Truist is an existing customer of Workfront’s for quite a few years and we rely heavily on the Classic experience. We can’t switch to “New” because it doesn’t function in parity with “Classic”. And even if we could, why would we when thin...

Hi Nathan, You’re not going to find what you seek with issues because they’re unplanned items that shouldn’t be “passed around” from project to project or assignee to assignee. Issues can be moved occasionally because they were captured in the wrong place initially and need to be in the correct con...

Hi Gevorg, Thank you for the response. I performed a test as follows: · Created a project custom form with an RTF field. · Added the form to a project and entered some text with formatting. · Created a project report and added the field to the view. The result is that t...

Hi Kristy, We at Truist certainly hope there are no plans to do this. We’d prefer these “Rich Text” features not be implemented at all because they result in quite useless data from a reporting perspective and we don’t need them. Switching native fields to this format would be disaster. And now as ...

Hi Terri, Reviewers, Workers, Planners all have the ability to edit issue custom forms and statuses as long as they have the appropriate sharing. You can set defaults for issues that are submitted in the Queue Setup as shown below:Thanks,Narayan