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TerryHy
TerryHy
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  • As Vic said, a Project Owner should be able to change the Project Status on their Project from Complete back to Current or to Planning, etc. without any problem. However, the error message "Unable to complete operation for a project of status complete" usually occurs if you are trying to change the ...

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  • Hopefully this will help you out...if you don't have (or remove) Groupings on your report, then the Summary tab will not show. I just tested this with creating a basic Project report without any Grouping indicated, and the Summary tab did not show. When I added a Grouping, the Summary tab shows. Ter...

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  •  in Workfront Ideas 8/6/18
    In Scrum Backlog, one can set Filters, Views and Groupings; however, in Kanban Backlog, one can only set Views. It would be great to also be able to set Filters and Groupings on the Kanban Backlog as well. We have a team that just started using Kanban a couple of months ago, and now they are looking...

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  • Ditto on what Anthony and Polly outlined. When we first rolled out, I listed Report Creation as one of the education classes that those with a Plan License should take/recommended, although it wasn't required at the time. They first had to get through those 3 hour long Work Management education clas...

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  • Hi Karen, not sure if this may be it or not, but I went to Project --> Staffing --> Scheduling --> Add Users, and I found that I could add anyone who had a Work or a Plan license in my instance, but the ones that came up with 'no matches'/unable to add were those individuals who have Reviewer licens...

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  • All, many thanks for the help and the super detailed, report creation information. Rolling up my sleeves right now to dive in to it. Terry Hynd EBSCO Information Services

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  • Is there a way to have a combined Task and Issue Report? For example, if we wanted to see a list of all the tasks and issues that a Person has been assigned to and is currently working on - how can I represent that? I could not find a thread in the Community for this specific report and have also tr...

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  • Hi Tracey, if you go to Report Settings within a Report, there is the following option: Show a special view on the Details tab If you click on this, it will give you the option to show "Milestone View". This will then render a Report that will show you the Milestone that a project is currently in, h...

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  •  in Workfront Ideas 1/23/18
    We are in the process of moving one of our teams in our department to be an Agile Team (first time for us!), and the Director on that team just asked about the ability to be able to bold, italics, bullet point, add a table, etc. in the Description field. It would be ideal for them to have this abili...

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  • Actually one more question...the Gantt Chart displays the Projects in the Program in Quarters by Calendar Year as in... Q1 = Jan, Feb, Mar Q2 = April, May, June Q3 = Jul, Aug, Sept Q4 = Oct, Nov, Dec We work by Fiscal Year, not Calendar Year. How can I change the Gantt Chart to display by Fiscal Yea...

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