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TinaPl
TinaPl
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Ability to Show All Projects on Utilization Report - Workfront 24-10-2019
Current State: If you want to show Projects in the Utilization report, you have to type in individual projects (which takes forever if you have a large number, not to mention the constant need to update the filter as projects open/close). Suggested Solution: Ability to show Projects, but select one or more Programs or Portfolios and get results for all projects within that Program/Portfolio

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13

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1

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Re: Add Same Field to the Same Custom Form Multiple Times - Workfront 12-08-2019
Upvoted this as well! Tina Plotner Project Coordinator Mountain West Farm Bureau

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39

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Add Same Field to the Same Custom Form Multiple Times - Workfront 09-08-2019
Hello! I am looking at building a custom form that we will be using to capture Lessons Learned information at the end of a project. There are a couple of fields that I would like to add multiple times to the same form, but it appears that you are not able to. Has anyone encountered this and found a way to make it work? My current workaround is to add a number at the beginning of the title of each field to make them slightly different, but ideally I would like to be able to just add the same fiel...

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39

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0

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9
Re: Project Issues - Have they been converted into a task? - Workfront 31-07-2019
I'm not sure about the reference number, but you can run a report for issues and add the "Resolving Object" column to link it to the task that it was converted to. Tina Plotner Project Coordinator Mountain West Farm Bureau

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25

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Ability to Mark Tasks/Issues in Completed Projects as Done - Workfront 31-07-2019
Currently, when someone is assigned to a task/issue within a project, if the project is close by the project owner, the person assigned to the task/issue cannot mark their task/issue as Done because you can't edit a project with a status of Dead/Complete etc. This causes confusion because it still shows up on their timesheet. We would love the ability to allow assignees to still mark their work as Done even if the project has a closed status. Right now the only way to fix it is to change the pro...

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8

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2

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When creating an approval process, generate notification when all approvals have been completed - Workfront 27-06-2019
If an approval is created for a task/issue/etc. a notification should be generated to let the project owner know when they have received all of the approvals that were required for that item. Currently, you have to keep checking back in periodically on each approval request you have pending, which is not very efficient if you are the owner of several projects, each of which have multiple pending approvals. It causes miscommunication and also causes things to move more slowly.

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8

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2

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Allow approval requests to generate an email notification for projects in the Planning status - Workfront 02-05-2019
Currently, if an approval is set up for any task/issue/project and the project is in the Planning status, it will not generate an email to the approver. This has become an issue for us because there are multiple approvals needed while our projects are in the planning stage, but the approvers themselves are usually managers/executives that do not regularly use Workfront and therefore are unlikely to see the notification unless it is sent via email. We should be able to change that setting!

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9

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1

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Re: Reporting Actuals, Planned, and Budgeted Hours - Workfront 18-04-2019
Agreed! Currently, I export the information out of the Resource Planner, but that does not give me all of the information I am looking for without quite a bit of manual effort. It would be great to be able to see how much we are budgeted to/actually spending on each project by month, all in one place!

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54

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Custom Project View with Converted Issue Number - Workfront 20-03-2019
Hello! I am building a custom view to use in a project that contains information on the original issue that was then converted into a task (who entered the issue, entry date, etc.) The only one that I have not been able to create is a column for the original issue reference number. Does anyone know how this can be made? Thanks, Tina Plotner Project Coordinator Mountain West Farm Bureau

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19

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Re: Resource Planner > Ability to lock the Project Prioritization - Workfront 11-03-2019
Absolutely agreed!! It is also very frustrating that we spend a lot of time coordinating our overall project priority, but once it is decided on, there is no way for other Resource Managers to see the same priority order besides them spending a lot of time manually re-ordering them to make it match. Very time consuming.

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18

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