We have also been asked to report on project status comparisons between months. Ex: How many projects in Planning phase in Jan compared to how many in Planning phase in Feb. Currently, we have no way of providing our leadership with system progress. Real time reporting is great - but we also nee...
I agree. The Workfront charts/graphs are extremely basic and really need to be improved. Ex: I can't even make the axis show the entire name of a project - it cuts it off.
I agree with both Linping Sun & Alana Coble. I would vote on this only if it was limited to a quick time frame, 1-2 minutes, so that we protect our system of record. Also, we really need the Audit trail of all changes before this was considered.
Workfront:
>Can you tell us when this is planned?
> Also, our users have a custom tab on each project, which is a 'project dashboard'. Will the functionality you plan to implement work in this scenario - so that our users have an Export option on the Custom Tab, which is a dashboard?
I have tried the Custom Form on a User in the past, but the problem I then encounter is the following: We create users from others using "New From Selected Person." When we do this the User Custom form info comes over for the new users - which we can't have happen.
Looks like this idea covers this request & has the most votes, so please consider voting for it.
https://support.workfront.com/hc/en-us/community/posts/115000909027-I-want-to-be-able-to-set-a-default-View-Filter-Grouping-from-Layout-Template