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EricMa
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  • Fabulous, thanks, David. Still learning new things after 10 years with Workfront... ~Eric Eric Manning Language Line Translation Solutions

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  • That's great, thanks, Terry. I didn't realize the Assignments report supported that. One other question for the Community. If one or more of the task assignees has clicked "Done with my part" (but NOT marked it complete), I want the report to display that task ONLY for those assignees that still hav...

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  • Hi, all. I have a reporting challenge that I'm hoping one of you has confronted in the past. We are rolling out Workfront task management to a new group within our company. They often will assign a specific task to multiple users, thereby dividing the work. (Breaking the task up into multiple tasks,...

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  •  in Workfront Questions 12/10/18
    Great post, David. I agree with all of your ideas (too bad I can't vote for them 45 times!). The Idea Exchange seems to have been suffering from a policy of benign neglect, so I was pleased to see Melinda's response to you. I would also suggest a monthly Announcement to the admin users that provides...

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  • Hi, Jill. If your report is based on the Expense object, you should have access to Project Planned Completion Date; just add that as a column in your report and apply sorting. Adding the Project Owner is a little trickier, as you'll need to use Text Mode to get to it. I suggest adding a column to yo...

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  • That's nifty! Thanks for sharing, Doug! ~Eric Eric Manning Language Line Translation Solutions

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  • It does seem peculiar that Workfront read your request as a rollback of existing functionality rather than a request for something new. Perhaps they simply feel that two unique identifiers (GUID and Reference Number) are plenty for any object, and they don't want to create more overhead with a third...

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  • Hi, Artur. Workfront has lots of ways to restrict access to objects, which gives you lots of flexibility; unfortunately, it also gives you a lot of different places to check when you're not getting the access you want. In my experience, the "system administrator has restricted permissions to view" m...

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  • William--if you want to use Layout Templates to do this, you could make the entire "Projects" tab unavailable to your reviewer/requesters; then set up a dashboard (say, on the "Reporting" tab) that provides them with the project-level information that you want. Alternately, you can adjust the Sharin...

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  • If you don't want to go the API route (and I don't blame you!), I'd suggest building a daily/weekly report of recently created projects, grouped by "tactic type," that shows the current project owner for each. Then you can fix them using inline edit and/or bulk edit. It shouldn't take long unless yo...

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