Hi Rich, For that you'd want to start with a Document based report, then add a Grouping by Project name. Flip from the Detail to the Summary page and you'll have your counts. Filter for documents uploaded during the time your API got opinionated and you should get a solid list to go fix. Sympathy o...

Like most companies, we have a number of external systems that contain information about our customers/products. In my case, Dropbox, Salesforce and Confluence. I needed a way to make it easy for teams to find the right information in those platforms without hunting around. Because I'm me, it also n...

It can be done but only by using text-mode to assist. This will get you a general overview: https://one.workfront.com/s/document-item?bundleId=workfront-classic&topicId=Content%2FReports_and_Dashboards%2FReports%2FText_Mode%2Funderstand-common-uses-text-mode.html&_LANG=en The chart on this page I b...

We accomplish something like this within a single project. The deployment schedule for the year gets a single task for each anticipated deployment with the appropriate date, and that pulls into calendars for long-range forecasting on certain clients. Once we get into the correct month, then the appr...

We haven't been doing so yet, but the idea just went on my backlog. Thank you!

My brain works much the same. 'How can I write this so when I'm trying to figure out how to modify it 6 months from now it still reads as plain language where my intent was common?' I'm curious if there's a way to modify this so it brings back all tasks under a certain parent task. I hesitate to mat...

We're new to Fusion, implemented earlier this year. We made immediate progress in automating a number of repetitive steps/errors that happen when new projects are created by our PM team. They've started to pick up on how it works, and we're getting requests for customizations for particular client/p...

Found this thread attempting the same edit myself. I was able to use a Template Task report to mass update the Milestone Path on the template tasks, but nothing I do makes that same information editable in-line on a Task level report for existing projects. The other thing I noted is that I had a di...

Hi Samantha, Can you elaborate on what object the documents are being stored at? Tasks, projects, portfolios etc? Or all of the above?

Hi Kundan, To my knowledge, nothing in WF is designed to look out quite that far. Things would be in too much flux for that to be useful, I'd think? If I really HAD to look at it somehow, I'd probably create a fake project of some sort to use. Setup a number of placeholder tasks assigned to those ro...