I am adding the "bucket task" to the list of solves...very interesting. One extra point - be sure to add time to the bucket task at least once to have it show on a timesheet. Then, have the user pin the task so show all the time until unpinned. This will reduce the frustration of not seeing in eithe...

I did a few implementations for the procurement analysis areas. One was with contract management for vendors. The contracts needed to go through a process (template) to perform the original agreements and any renewals. Another one was much more complicated to set up positive and negative rankings fo...

Point to ponder. When planning from completion, the planner needs to walk the predecessors backwards to make them work correctly. This means that each predecessor will be planned with as late as possible (ALAP) to ensure the calculations go from the completion date. There are some wonderful help art...

In general, resource planning is often a complex component of all work management science. I have seen many people go grey or bald from some of the frustrations that the underlying mathematics present. Testing out the "how to" for your situation offers the opportunity to understand the multi-dim...

I loved this question and the responses stated so far! Everyone benefits by ensuring the project data is current and accurate. Here are some practices I have used and seen across many work management products. These have worked in clients across many industries and business focus areas. One or mor...

As I understood this, the ask is to use a routing rule to assign a request initially to a specific job role. This is not directly supported in Workfront. The routing rule set up panel only allows initial assignment to a direct assignee or a work team. Darn, an obstacle. Switching mind sets‚Äö√...

This works well for help desk or service desk approaches where one or more items could be connected to an issue. Thanks for allowing the doug team to help on this one, Doug Williams

PMI has Workfront and many of the courses listed for PDUs registration within the CCRS section of their website. Login to your pmi.org site. Got to MyPMI penel. Select register PDUs in the menu. Eventually, you will see the list of categories. Under Course or Training, you will see the Workfront cou...

As I have learned... AVOID using this Has Resolvables - False Always use this Resolvable Object ID - Is Blank No need to ask me why, as I just use what works instead of what should work in my head. Doug Williams

If I understood the problem correctly, the following works correctly. I just tested this in an issues report knowing that only one resolving record existed on the issue population I used. The record came up fine out of the collection of 60+ issue records. One thing I did was to add a few resolving f...