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petep1975
petep1975
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Re: Portfolio's projects Expenses (Planned vs. Actual) due end of September 2020. How to? - Workfront 17-11-2020
Thanks Doug, Interesting offer. I'm trying to find answer natively, how to do it in Workfront. I assume you're marketing a solution (with price), rather than acknowledge.

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Portfolio's projects Expenses (Planned vs. Actual) due end of September 2020. How to? - Workfront 17-11-2020
Hello, What's the best practice to create a report showing Portfolio's projects Expences, between 1st Jan 2020 and 30th Sep 2020. Which grouping and filters into report? Filtering projects with Portfolio ID's is easy, but the expenses... How to get Workfront to calculate all projects Planned and Actual expenses till end of September? No matter what's the project start or completion date (portfolio is the filter what projects to calculate) . I've been wondering and wandering around Planned Start ...

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Re: How many users (licenses) in a Portfolio? Report help needed! - Workfront 29-05-2020
Thanks @Anthony Imgrund‚ ! I ran through your solution, it's good and giving results, but not quite still there. The end result needs to be calculated in logged hours & job roles. Separate all Portfolios and amount of users been logging hours in there. The problem (in human process): Multiple assignments can be done to tasks, but in real, the many of the assigned users might not do anything to the task (f.ex. multiple assignments in a task, only one will really do something to the ask.) Second t...

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How many users (licenses) in a Portfolio? Report help needed! - Workfront 17-05-2020
Hi all! I´m trying to count how many licenses do we have in use / portfolio. I've been trying to create a report in multiple ways, but with no success. Mostly, my reports are based on logged hours within a portfolio, but it's still not there. I'm more interested to find how many users and job roles are working in it. What I'd like to have is: A report chart showing all portfolios.Portfolio, amount of users working in it, f.ex. how many users have logged hours inside the Portfolio.Amount of User...

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Notifications to Slack/etc. - Workfront 03-10-2018
In Workfront Setup, Make Email - Notifications just "Notifications" (generic setup for notifications, automatic reminders and setting up where do you want to send notifications) and let administrators/users to choose one or more tools/systems where to send the notifications and when. Choose Setup Select Notifications Automatic remindersReview and ApprovalSetup - Email- Slack- Workfront App User story:Marketing manager are not able to use just Workfront for her daily routines. She need to use ema...

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