Our workaround utilizes updates. When the reviewer has completed the work (in our case this is usually a vendor with an extremely limited role in a project - not worth utilizing a license for), they post an update to notify the PM or person responsible for them. That person has a plan license and ...

So glad I wasn't alone in not knowing this! @TerryHynd is a genius! J Alison Wells, MBA Senior Business Analyst Corporate Information Systems Business Systems Group Community Administrative Support Building (CASB) 2530 Divisadero St, Fresno, CA 93721 Office: (559) 459-7008, Internal: x57008 Cell/Pag...

Hi all, Hopefully this is an easy question, but once you add a chart to a report, is there any way to REMOVE it? Yesterday I copied a report that at some point had chart settings input and could not remove it. This was an issue because I wanted to remove the grouping, but the report would not let me...

We actually do this. In our environment we have a "support" project that has tasks for each person created each year. The task start/stop dates are 1/1-12/31 and the planned hours are a percentage of 2080 as determined by management. This task then shows on the timesheet and can be logged against fo...

The ability to click a link and access an internal organization file system path would be extremely useful to our organization. Not all documents we want to reference in a project are on Sharepoint (or another URL based source). Currently we include file paths, but you have to copy and paste rathe...

We do a little of this, primarily with Projects because of the data they need to have to support accurate reporting. I have a New Projects Report Audit Version that is automatically sent to me each Monday. It lists all of the projects created during the past week and a handful of key fields/data ele...

I would recommend creating a template of the tasks you want to add. You still can't do a bulk edit unfortunately, but clicking project actions, attach template is easier (I think) than doing a copy to on tasks, especially if there are many of them. Alison Wells, MBA Senior Business Analyst Corporate...

Is there a way to set a default custom form on a project? Without using a template I mean? We have this same issue, and my problem is people don't use templates to create their projects. If they used the template, the company field would already be populated (along with a bunch of other settings we ...

Greetings WF Community! I have a very engaged PM who was looking for reports on her Agile projects in Workfront. She's looking for pretty routine things like: When a story was added/removed from an iteration. Points per person in an iteration, assigned and completed. Points per day for an iterat...

First, thank you Heather for the awesome compliment! Here is my presentation from LEAP, without the blue overlay so you can better see the screen shots that are the actual build from our system. I am also uploading the instructions document we provided to our users for the process around how to use ...