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TerryHy
TerryHy
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  • This may not be what you are looking for, and I don't use GANTT views very often, but for this, could you create your report, apply filters, etc. and then under Report Settings --> Report Options, choose "Show this report in a Gantt view by default"? Terry Hynd EBSCO Information Services

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  • Glad I could help out! This one stumped me for awhile too...before I realized the availability of that X to remove the chart. Terry Hynd EBSCO Information Services

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  • Yes, you can bulk edit tasks on a project. On the project, you would click on the box on the left-hand side of each specific Task that needs to be edited (or you can edit all of the tasks at once by clicking on the top box). At this point, once your tasks are selected, click the Edit button. Fro...

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  • Yes, if you hover over the chart graphic tile at the top of the Chart Tab in the report, you will see an X pop up in the right-hand corner of the tile to remove the chart from the report. Terry Hynd EBSCO Information Services

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  • Not sure if this is exactly what you are looking for, but on a Custom Form, you can add a "Descriptive Text" field that will allow you to add information and link to a page/file. Terry Hynd EBSCO Information Services

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  • Huh...and just double checking, the Access Level that the individual is associated with has the "Edit" button turned on for Templates? Terry Hynd EBSCO Information Services

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  • Hopefully, I am understanding your question correctly, but in order to be able to add Tasks (or make any other changes) to a Template, an individual needs to have "Manage" access permission on the Template itself (via Template Sharing). Terry Hynd EBSCO Information Services

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  • On the Task report, try Project --> Portfolio. This will give you the name of the Portfolio in which the Project resides. Is this what you were looking for...? Terry Hynd EBSCO Information Services

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  • Was the last task completed after the project planned completion date? Say the Schedule you have set in Workfront is 9 to 5, and say the last task was completed on Jan. 22 but at 5:10 pm. In Workfront, this would make your last task "Late", which in turn would make the project "In Trouble". This art...

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  • Did you happen to change the custom "Designer" field in any way AFTER you had created the Workfront report and exported to Excel? Reason why I ask is that I had something similar happen to me a couple of weeks ago. We had a field on a custom form that was set up as a Number field but then we switche...

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