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JosephCa
JosephCa
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  • You could remove the whole page, replace any data that was important on that screen into a Dashboard and publish the DB on the Tab for Users - replacing the WF UI. On Thu, Mar 9, 2017 at 7:23 PM, David Cornwell < globalforum@communitylists.workfront.com> wrote: > Hi Joe, > > The other screen I'm tal...

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  • [image: Inline image 1] It will remove it from the "Banner, if set for "Working On" tasks, and/or "Work Requests". You may want to also remove it from any existing Task, Issue or Project View to further restrict users from accessing it - therefore using it. Not 100% on mobile - but I believe you sti...

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  • Hi All - By using a Layout Template you can set the functionality for users to use Planned Completion Date, replacing Commit Date. Pretty easy edit under Setup -> Interface -> Layout Templates. If you don't have one already, you will need to create a new one to get this functionality. Join me on...

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  • If you build a Report with the Custom Form Fields from the project CF and then make the Report a Dashboard then you can add it to a Tab within projects. Also, if you don't use a Filter - you can also attach the Dashboard to any template and it will ready That Projects custom form info. Join me on ...

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  • Susan; Archive is WF is really just a specific Project Status. This Status can then be excluded or shown in Reports of Filters. This is also the difference between All and Current projects from many built in views. I always suggest that Status help "tell the story" so if your company refers to C...

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  • Kevin; Remember that Duration will hold the Task assignment for the year, but that Planned Hours holds the resource to allocate them to a Task. If you set the Task to 0 hours Planned Hours, they can log actual hours that will impact allocation but won't be held in reserve for the Task. You could...

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  • There is a field for all tasked that is titled Entered By Name - that captures the person that CREATED the task. You could create a Task report and filter by this field allowing you to select one or more people. If you are looking for assignment - you could try Assigned To Name. Join me on LinkedI...

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  • Hi Jan - you may want to try a 'Recalculate Timeline' and see if the Parent updates after the recalc. I have noticed at times, for example when a PM may be updating percent complete directly against a task, that the recalc doesn't happen automatically. Join me on LinkedIN

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  • Nicole; Lots of ways to integrate WF performance into Bonus alignment, ect. . You may want to create some planned v actual reporting to capture when a task was scheduled vs marked complete. Also, total tasks assigned during any time period, total WF login's, comments or likes could also be utilize...

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  • Bas; You may want to consider sending a link to the report in place of exporting the actual reporting data. This would allow access and landing on the Chart tab not just a detailed view. Join me on LinkedIN

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