I have been tinkering with Tableau reporting designs for Workfront. I have found that the data needs to be exported and then reloaded to a data source that connects with Tableau. It is not that hard, but does take some extensive design for how and what you want to see. There is no master schema for ...

This area of the system is very complex and full of pesky calculations, dependent on the perfect management of the task fields that drive them. And yes, there is a disconnect between how these index values relate to the overall project progress status, which is driven from the combination of the pro...

Just two cents on this one. I have often created a report with a view of the user and the new fields to toggle through. My maximum patience with this approach was about 5 hours of clicking. I have used the Excel Updater for large batches of updates. Unless I have nothing else to do, the Excel Update...

If you have only one country field to select only one country, the following will work. If you have any opportunity to select multiple countries, then the grouping to show two rows uniquely in two different groupings will fail due to how Workfront functions in reporting. For the single select coun...

Welcome to the family. UX Researcher sounds like an interesting thing to do. I welcome the chance to chat about how the clients I have worked with over the years have reacted to changes, actual and proposed, within the Workfront environment. You may ring me here on community. Doug Williams

There are several approaches, but all rely breaking the projects out into their planned spends. For example, an effort that overlaps two years will have one project for the first year and a project for a second year. Here are some scenarios from my experience… Client wanted to plan fiscal ...

This is definitely part of the UI code. It has a long history of being named issue, request, name, and now subject. Doug Williams

Just one point from implementing Workfront with a few hospital systems. Using Workfront for patient care may have many personal health information (PHI) disclosure risks. This is a protection that will make or break the approach to the implementation. Work management with no PHI in it is fine. Intro...

Always interested in helping to improve this area of the system. Doug Williams

Excellence in text mode for sure. Note that the concatenate function can be expanded to include more fields of the resolvables (Issue records). valueexpression=CONCAT({referenceNumber}," - ",{name}) can be changed to add the fields. For example, I may want to know the entry date of the issue value...