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LauraEr
LauraEr
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Re: How can I add projects within a certain portfolio to an issues report? - Workfront 27-04-2022
@Laura Ernste‚ As reports are object based, you won't be able to pull in projects to an issue report. Instead, it is recommended that you create a separate project report and then add both of these reports to a dashboard so you can view all information at once. To create a report that pulls in all projects created per quarter within a certain portfolio that were built from scratch (vs a converted issue), you would want to do the following: -Create a project report-Add a filter for Project > Port...

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Re: Help with text mode on project report - need to include all users assigned to a task - Workfront 20-09-2021
Chloe - that worked!!!! Thank you SO SO much Laura

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Re: Auto Save - Workfront 04-08-2021
This would be very helpful, especially for longer custom forms that may be used during information gathering meetings or simply when a person gets up and walks away from their computer. Since drafts are now part of the request and are auto saved, hopefully this can be added to all areas when editing custom forms.

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Re: Wondering if there is a way to include 3 separate statuses into one grouping on a report. - Workfront 09-08-2021
The report I need help with is a Project report with the following Grouping Text Mode. The report is Grouped by Program:Name and then by Project:Status. I would like to condense these 3 statuses (Approved, Approved (Design In Progress), and Approved (Design Complete)) into 1 group (labeled Approved) that falls under the Project:Status grouping. Currently the report is displaying all statuses into different headings (Planning, In Progress, Approved, Approved (Design In Progress), Approved (Design...

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