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jessica_shultz
jessica_shultz
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  • Hello Everyone, We recently had a request from a group of our users for their section (queue topic) of a request queue to be broken out into a new queue. We don't have an issue with making a new request queue for our users, our fear is that by deleting the queue topic we will lose all historic data ...

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  • Hi Tammie, Wow this is a hard questions. There are so many useful reports that our instance uses in Workfront but I will do my best to narrow it down. 1. We have our reports mostly located and grouped on Dashboards so that the reports are grouped by "like" work and usefulness. We use a User Dashboar...

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  • Hello All, Just wanted to post some ideas around proofing (proofing, lock stages, reporting) that we thought would be useful. Would apprecitate an up-vote. Project Filter Status on Proof Approval Report We would like to see a project status filter added to the Proof Approval reporting filters. We ac...

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  • ‚The Proof Approval Report is an option for report type when creating a new report. It is part of the same option list as "Task", "Project", or "Hours". There just isn't a whole lot of functionality to the Proof Approval Reports and I would like to see more filters and other items added.

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  • As of right now, only those with Workfront licenses will display as an “approver” on the Proof Approval report. In our department, we send proofs to external users for review and approval and as of right now there isn’t a way to track the proof approval process (decisions, last update, etc.) on thos...

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  • The ability to have an option to lock proof stages only after an “Approved” decision has been made. Currently, when an approver marks a proof “Changes Required”, the stage locks and the proof creator can’t respond to or resolve comments on the proof. We use lock stages so that active proof stage sho...

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  • We would like to see the Proof Approval report have a filter for Project Status. This would make it easier for users to sort through their proofs because, in our case, we would set the project status equal to "current" so that our users are only seeing proofs associated with projects with the "curre...

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  • Hi Dustin, Thanks for the heads up. But when I tried to update the filter my Projects Report the Assignment User wasn't an option. I know on the Task Reports that I have created I have been able to use Assignment User and it pulls in all the tasks that maybe the user isn't the owner of but still ass...

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  • Hi Diana, We use a similar report for our users to see what projects that they either are assigned to or the project owner of. Here are the filters we use for the Projects Report: Assignments-Assigned to ID - equals- $$USER.ID Project Status- equals- Current OR Project Owner ID - equals - $$USER.ID ...

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