Unfortunately Documents aren't enabled for in-line editing. Not sure why, but this has been that way for years. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabilitysource.com Helpful? B...

I would build a dashboard with each report in its own report and then the can group by the answer for a matrix or a chart. If any of the questions are multi-select fields you'll have to add a calculated field that captures the answers and sorts or renames the multiple selections. -- Melinda Layten, ...

As planned hours are at the task level and budgeted hours are for the whole project, how do you know which tasks get which hours? Are you using templates which have task hours planned and adjusting? Just trying to picture how an automation would work! Thanks -- Melinda Layten, Senior Consultant Work...

This is one of the use cases for our automation platform CSConnect Basically syncing the current milestone task with the project status. -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melinda.layten@capabi...

The user email has to be unique on the cluster. As consultants on many instances we use either plus addresses or fixed aliases for each client. If you log into your cluster like cl01.my.workfront.com with your email address and password it will log you into your instance. So they are using the email...

Here's another way to do it: https://community.workfront.com/discussions/community-home/digestviewer/viewthread?MessageKey=30cf6438-df7e-42ab-82a6-c0e8df9de3f8 -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email...

And if your timesheet starts on Sunday and your week starts on Monday (ie Latin America), when you open an older timesheet only the Sunday is available on the first week and you have to go to week 2 to enter time. That was fun to discover. -- Melinda Layten, Senior Consultant Work Management Improve...

You currently have to move programs one at a time. We'd love to see this enabled for bulk editing. Vote for the idea here: https://support.workfront.com/hc/en-us/community/posts/115003525374-Bulk-Edit-the-Portfolio-for-a-group-of-Programs?flash_digest=2b8dda0186e77784e620f52d80e0f0f087e533c1 -- Meli...

This is one of the things that our automation platform CSConnect can accomplish. There are some missing links like building multi-asset campaigns, automatically converting requests to projects, and others that just make Workfront work better. -- Melinda Layten, Senior Consultant Work Management Impr...