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AllisonSi
AllisonSi
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Best practices for time tracking - Workfront 15-11-2021
Looking for any and all advice on how users can accurately track their time on tasks.Thanks!

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35

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2

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5
Variance between project default baseline planned completion and the actual project planned completion? - Workfront 20-07-2021
Is there a way to do this? This is the only way I can think of to track the difference between our original planned timeline and the timeline as the project actually progresses. I tried putting a custom field on a project custom form for manual entry of the original date and then trying a calculated field with date diff between that date and the project planned completion, but it wouldn't work. Any ideas are helpful! Thanks,

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15

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0

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2
Is there a way to track Project current duration along a standard template timeline? - Workfront 16-07-2021
So, we use Workfront projects to track delivery of service. Our standard schedule for a project is 9 months, our templates are set with planned durations that reflect that. As work progresses, we update planned dates, which makes the overall timeline longer or shorter. Is there a way to indicate if a project is ahead or behind where it should be in it's standard 9 month duration as work progresses?We do currently take a baseline snapshot at the beginning of a project to capture the dates of the ...

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11

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0

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2
Allow specific users to skip mandatory password resets - Workfront 14-08-2020
Allow for specific users, like automation accounts (test users, API users, fusion users, etc) that are not actual users to skip the mandatory reset, to avoid having to manually reauthorize the fusion connection when a password changes.

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7

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2

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0
Re: Can Notes and/or Attachments from Salesforce Opportunity be added to a Workfront Project via Fusion? - Workfront 12-08-2020
Thanks Sam!This is very helpful. I'm specifically trying to get Notes from certain Opps to be moved to certain projects, as part of an already existing scenario.How can I integrate this? My current scenario has a trigger module already, so I can't use the "watch for record"I'd like to take Notes from the Opp that triggers the scenario and upload it to the created project. Thanks!

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10

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0

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Can Notes and/or Attachments from Salesforce Opportunity be added to a Workfront Project via Fusion? - Workfront 05-06-2020
My teams utilize notes and attachments sections on Salesforce Opps, sometimes, we'd like those notes/attachments to automatically be added to the Documents section of a Workfront project.Has anyone tried this/knows if it's possible to do? Thanks so much!

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10

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3

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3
Is there a way to add a document folder link to a portfolio report? - Workfront 18-05-2020
Ok, I hope this makes sense....I have a report that compiles a lot of specific information on a list of portfolios our system. Most of the information is from the portfolio custom form. Each portfolio has a linked folder in the documents section, that holds files relevant to that portfolio. Typically that folder is actually linked in a project, but is then accessible from the portfolio level. I have a user who would like the portfolio report to show a view column with the portfolio's linked fold...

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17

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2

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0