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Kurt_Jones
Kurt_Jones
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  • There's a lot of IFs in here but was fun to build.  Our mgmt wanted planned completion dates to show quarters instead of actual date as they tended to move...so instead of 2/15/2023, it would show 1Q/2023, providing wiggle room conversations. Custom Field Name: Planned Completion by Quarters Format:...

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  • trevorarnold, there are different ways to tackle this.  You could make a custom prompt on the report for the 8 project teams, once you select that it would show you info for that team.  The report could be built with a wildcard filter such as $$USER.homeTeamID in which case it would show data based ...

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  • JB0219, this article does a fairly good job of describing the levels and I believe the different levels are changing very soon according to this information document.  https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/add-users/access-levels/access-level-overview.html?...

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  • Jinxcjinxc,You could have Fusion watch your requests for the status change, when that occurs, you could do a create record for Note type which allows you to direct a message to a team or user (like the requester), essentially using the same process the update feed does so the user sees it within Wor...

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  • Tammy, that is inspiring how your folks and process provide true accountability on projects...we hope to aspire to that level some day 

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  • sflege, there is a setting under Setup->Project Preferences->Projects where you can "turn off" the condition being set automatically based on progress status of the project.  That would allow that field to be set manually without it being calculated automatically.  I think by default its usually tur...

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  • Justin, the calendar side of Workfront is dated but is getting an overhaul that may provide better functionality and features you're looking for, however, its likely to be closer to the end of the year before we see some of those updates.

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  • Travis, this is the best practice standard and one of the many reasons for having users start projects via templates.  If you have Fusion you could use that to help update some of the information when a request is submitted.  There is a global setting where you can force users to create projects via...

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  • jinxcjinxc, that is the only option out of the box that is available.  If you have Fusion, you could potentially have it send in-app notes to the user when statuses change on requests but that is the only option for doing in-app on this use case.

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  • You can update the filters section of my report to be: EXISTS:1:$$OBJCODE=DOCUEXISTS:1:ID=FIELD:documentIDEXISTS:1:project:status=CUR ONHEXISTS:1:project:status_Mod=inisCurrentVersion=trueisCurrentVersion_Mod=eqproofDecision_Mod=notblankproofedByUserID_Mod=notblank This should show only the current ...

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