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JillAc
JillAc
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  •  in Workfront Questions on 25-05-2023
    HiI am making a calendar and I am trying to eliminate any projects that fall within a specific Program related to the Portfolio that has Projects I do want to appear in the calendar.  We have one Program that is a subset of a portfolio so it is the only Program with a name in the whole system. But t...

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  •  in Workfront Questions on 15-05-2023
    I agree with the cross-project predecessor master project recommendation. I find that putting all the tasks from multiple print projects into one project is too much to manage. The key to a project that has sub-projects connected with cross-project predecessor is to make a Custom View so you can see...

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  •  in Workfront Questions on 12-05-2023
    Clearing the cache didn't help, I have learned that it's the first thing to try! Maybe this new version will help, I haven't noticed anything new yet.

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  •  in Workfront Questions on 11-05-2023
    HiWondering if anybody has had the experience (and a solution!) for an individual's Interactive Proof to be missing elements of the website that is in the proof? For example, there are entire blocks of copy missing from his proof, as though they don't exist, the proof just compresses the page and el...

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  •  in Workfront Questions on 11-05-2023
    Teams doesn't work for this, I went through the same thing. I now think of Teams as a placeholder for a group of people to grab a task and assign it to someone - it's like you are giving a task to a call center and someone has to answer it. So I rarely use Teams in projects, other than for sharing, ...

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  •  in Workfront Questions on 20-04-2023
    I have an example of how I manage this with cross project predecessors that I find works pretty well, though the situation is slightly different. I find using Programs gets complicated and my team has trouble incorporating that additional level into their views, so I gave up on using it in any meani...

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  •  in Workfront Questions on 20-04-2023
    Richard I came here to say what I think you already found, but to clarify the way I understand it and how it works for me: 1 - the custom form has to be both a Request and a Project object - same fields. You can check the boxes the way you found, or create separate forms - one for a Request and one ...

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  •  in Workfront Questions on 30-03-2023
    Oh wow I figured it out. I really appreciate this. Your saying to look at Groups triggered me to go back into the User Setup to check their groups, and it turned out I accidentally had half the people as Reviewers and half as Requesters because I was looking at their Group Name (called "Requester") ...

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  •  in Workfront Questions on 30-03-2023
    They are Requester. I know I can change them to Reviewer and it solves the problem, but it creates other access issues that I want to maintain for these particular people. I want them only to have access to their Requests and nothing else unless it is specifically shared. Reviewers are a lot trickie...

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  •  in Workfront Questions on 30-03-2023
    I really appreciate your help and the screenshots. In fact inherited permissions was turned off and I turned it on so that people will automatically inherit permissions (the opposite of your screenshot) but that didn't solve it. All the other ideas I had already done.   I don't understand inherited ...

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