Brent,
You shouldn't have to disconnect anything. The default setup in Workfront is for a request to take on the status of the project that its converted from. So when your request is converted to project, the project is likely in Planning. Once a PM sets it to current you'll see your request o...
Can you provide an example of a roadmap on how you align releases, fixes, and long-term planning? This is always a challenge to get leaders to see and understand
Mark, you're correct in your assumptions, there is not a workaround for this on the reporting (visual/onscreen) part, any html tags you put in will show in the reporting. I think this could be a good item to submit an idea, I'd vote for it
Early on when I was first learning Workfront a consultant was helping me with reporting and mentioned "you should create a global reporting form" as she had worked with me a lot recently and I kept having new custom fields and calcs that our teams were asking for in reporting. She explained that I ...
It's very much like an excel spreadsheet, they have various content pieces they need to write for projects and they plot those in a table and created a calendar view (and timeline view) so all their team members can see what is due when. They can link their projects to the items so they can see on ...
Have any of you that might be on the Ultimate license term used or experimented with Business Rules (underneath Setup)? I have found it can be a good tool, like a Swiss Army knife, to use in situations where you might not think of a solution. I'll share a few instances below that have been useful ...
I have been speaking with our Finance team that would like to move their spreadsheet Sharepoint site budget tracker for our marketing teams into our Workfront. We have a process in WF for many years where a marketer must submit a budget request (for any spend) to get it approved. These requests ar...
Keri, after a bit more testing the functionality is working correctly but the nuisance is that when you set the exception it now says your name, making it look like its just for you. I spent time testing with our default schedule, adding an exception then going into Workload balancer to see if the ...
My mistake...this is definitely a bug as it only shows for me as well when I needed to make an update...input a support ticket, I'm also doing one as well so engineering is aware