Internal Cross Charging and Revenue Forecasting in WorkfrontRafael Renovato, Laurel Pearson, Cory AndersonCisco We hope you got some benefit from our session on Internal Cross Charging and Forecasting! If you didn't get a chance to watch it yet you can view it here: https://event.on24.com/wcc/r/2425...

On a project custom form I have a typeahead field with referenced object type "Project". I want to filter the selectable projects in the typeahead field just to other projects in the same program as the project I'm on. The use case stems from the Workfront limitation of the Portfolio>Program structu...

I'm assuming it's not actually possible to to that in the descriptive text hyperlink. So I accomplished the same thing with a calculated field that concatenates the hyperlink together. That's working great. Calculated field label: Link to Program Custom Form Calculation: CONCAT("https://ciscocomm.my...

I have a descriptive text field on a project custom form. It tells the user that the values on the project form are regularly overwritten with the values from the identical program form, and that they need to go to the program custom form to make their changes. I want to use the descriptive text hyp...

Hi Albert! I don't think there is a user group planned at this point, but I think we should get one going. I'm an admin for Cisco working remotely from my home in SLC. I know there are lots of other WF admins and power users in the area. It would be great to get together sometime soon! Cory Cory And...

Thanks Josh! I did figure that part out, but cannot figure out how to get data from custom fields that are attached to the user named in the typeahead field. Is that possible? Thanks, Cory Cory Anderson Cisco Systems- Communication Services

Hey @Josh Hardman , I'm having a hard time getting this to work for me. I have a typeahead user field on a task form. On the same form I have a calculated field to show if the user in the typeahead field is active. User Typeahead field name: Hardware Assigned To Calculated field name: Hardware User ...

Hi Kevin, I believe you can get Actual Revenue and Actual Expense Cost at the project level. You could even do a calculated field to add the two together so you can report on the total cost. These can be summarized in the grouping on your report to give you a total. For Actual Revenue to fill in on ...

Not that I've ever seen. Maybe we'll get it when Workfront rolls out some of the new reporting features they're talking about this year. Cory Anderson Cisco Systems- Communication Services

It seems like you might have to first figure out a calculated field on the user to mark whether that user has any late tasks or not. Then you can filter the issues on that field on the user. Once you get the calculation on the user set then filtering the issues will be simple. It's finding a way to ...