Ahhh....forgot to do those screen snips...I was so into my kick-start techie mind on that report. Doug Williams

Just checking in on this, as I have done many data conversions for clients through the years. The kick-starts are complex for what you are attempting to do. The obstacle is that you are tinkering with the four objects: project, task, hour, and user. The project record is needed to contain a task. ...

Terry, Your question on assignments was timely for me. I start each day creating or reviewing some Workfront usage idea with possible solutions. This morning was a fine time in my thinking chair. In addition to Doug and Vincent's ideas, consider the example kick-start attached. You may load this...

This is a perfect situation for having an interface through API calls to a Word or other structured text. I have helped several clients in the past with this solution but using several of the partner applications. It is one of those been there and done that with ease type approaches. Look through th...

This solution should work fine in textie mode. It will be rather cumbersome to manage The resulting report may look oddly fractured upon display. Doug Williams

There is good logic for having these defaults across the system. An alternative approach is to treat the status values as a record state instead of a measure for checking a process position or status. This model involves having as few record status values as possible in the main status values set up...

The kick-start export of data for custom forms is not supported well. You instead need to create a view and report to look at the objects that have the form on them. Then, get the data into a collection to export raw to Excel for later manipulation. To shortcut that process, I use the one of the par...

This detail is sought on a regular basis. You will create an issues report. In the columns, move along to text mode to insert some of the following. The first one gives the name of the resolvable. The second one can be used to get specifically at the data of the resolvable, regardless to project, ta...

I tend to geek out on this text mode stuff...using Workfront to compose complete sentences and mimicked sub-tables. Consider the following extension to the text mode that David and Doug did already. description=Successor Details displayformat=HTML listdelimiter= ---------------- listmethod=nested(su...

So very excellent that others are seeing value in Workfront application. I have been doing group and team expansions for several years. My experience in them has resulted with two extremes to consider: easy peasy to what a mess I now must fix. Consider the "off my head" comments below from what ...