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KristenS_WF
KristenS_WF
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  • We rely heavily on milestones for certain project types.  Unfortunately, I find there are major limitations for the milestone view in Workfront:You cannot include additional project-level fields.The formatting can be confusing for users (e.g., seeing a completed task that's shaded red).The big one--...

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  • I can't confirm the process for recalculating custom expressions, but I suspect you're right.We did just implement a scenario that recalculates project timelines (for projects in two portfolios) on a nightly basis (to adjust schedules both in cases where assignees have added PTO after projects have ...

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  • D'oh. I missed the obvious--thank you!

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  • Hi Ryan, We faced this issue a few years ago when we decided to start using milestones after we had already launched several hundred projects for the year.  We had to use Fusion to bulk-apply milestones to our tasks in existing projects.  If I recall correctly, it was not possible to edit/bulk-edit ...

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  • So, earlier today someone with admin rights inadvertently changed some of our email notifications settings under Setup (rather than making the changes on their user profile).I just compared the current settings in Production to those in our Sandbox Preview and adjusted what was mistakenly changed.  ...

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  • Perfect!  Thanks, Skye!

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  • I've been looking at the guide for comparing task info to the default baseline (baseline variance).Is it possible to create a report filter on WF field values that don't match (e.g., filter on records where the task duration does not equal the baseline task duration)?I can apply conditional formatti...

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  • I had been using the Read a record module for the project and selecting Baselines under Collections to pull in the array.I'm new to working with custom APIs, but your method is much easier and cleaner and works in my scenario.  Thank you!

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  • I'm currently building a scenario in which a change to the project planned completion date triggers the creation of a new baseline for that project.  In cases where the project has existing baselines, I'd like to set the most recently entered baseline as the default baseline before creating the new ...

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  • Thanks, Rich!  I'll take a look (particularly at reporting on variances).I see there are Fusion templates available for baseline creation on status change and on a weekly basis.  I'm thinking I might be able to adapt the former to develop a scenario that creates a baseline when the project planned c...

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