And now with User Job Role Allocations - You can easily add these to the report: displayname=All Job Roles w Percentages link.linkproperty.0.name=ID link.linkproperty.0.valuefield=ID link.linkproperty.0.valueformat=int link.lookup=link.view link.value=val(objCode) listdelimiter= listmethod=nested(us...

You use to be able to run the run multiple conditional formatting options in order and it would work like an if...then...else. Now it seems to be running them independently. Does anyone know when this changed? Is there any way to get the previous behavior? So this view has a gray bar if the name con...

If you are just adding this report to combine them later, the easiest method is to just add a string with the Object Type of the report. Add a column and switch to text mode. Enter the following: displayname=Object textmode=true valueexpression="Issue" valueformat=HTML Change the string to Issue/Tas...

In monitoring this morning's outage my team noticed that the graphs on trust.workfront.com only seem to run from 12-SEP-10-OCT, not quite real time reporting! Looks like someone lost their date wildcards -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 5...

You need to create a calculated field that is attached to all tasks. Let's Call it Milestone Phase Calculation: IF(ISBLANK(Milestone ID),Parent.{Milestone Phase},Milestone.Name) This sets the Milestone Name for any milestone task and grabs the parents information on any child task, you may need to r...

The trick is to create a document report, add it to a dashboard and then add that to the task object in the user's layout. This report will show documents on the task and any child/grandchild/etc tasks -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505...

&activeTab[1]=tabs-task-details-forms - This opens the Custom Forms tab directly. Now any brilliant ideas how to create this as a link in a task report? -- Melinda Layten, Senior Consultant Work Management Improvement CapabilitySource Phone: (484) 505-6855 site: www.capabilitysource.com email: melin...

Try this nested IF IF((FieldA<0),"Ahead", IF((FieldA<8),"Within 1 Week", "Over 1 week")) The Basic Format of an IF is below, so nesting a second IF in the False Statement creates a more traditional chained IF else: IF(Condition, TRUE Statement, FALSE Statement) You should only need to bracket your F...

Actually this is easy peasy. You need to add a custom tab containing the dashboard to the object in question. So if you add it to the portfolio it will only show information about the projects in that portfolio, on the project it will show information about that project, etc. You can either add the ...

In every kickstart the first 2 columns IsNew and ID are always mandatory, the next few columns are usually bolded and are also mandatory. All of the rest of the columns are optional and can be deleted. Custom data can be added by using the syntax DE:Custom Field Name Where Custom Field Name is your ...