Hello, Sorry I am late on this. LEAP happened. So, here is a full test project: If I want to quickly see the phases (also useful with a milestone view), I would filter for Indent = 0. Now of course, this would be more useful with dates, but in general, this is the approach. Then, adding in the deliv...

Hi Joe, For our organization, I have set the general rule that Levels 1 and 2 of the Work Breakdown structure are for reporting. 3+ are for tasks. For our top level of the WBS, you could consider using phases or milestone goals that you could then attach milestone activities to. Level 2 would be the...

A couple of thoughts. Breadcrumbs only give one parent up. If he shortened the task name, it may help see the pertinent parent information. Also, the task naming structure could contain some hierarchy information. Other option would be to customize the task landing page with a dashboard that would g...

I agree with Marty. We have trained our team members that if something is wrong with a task to raise an issue. To Marty's point, we have created a couple of queue topics that help us classify and obtain the right amount of information in order to best resolve the issue (e.g. change order to customer...

Hello, If you are assuming some linear progression in the system (which is not always true for a variety of reasons) you could calculate this by the following expression: ROUND( PROD( DIV( DATEDIFF(actualStartDate,$$TODAY), DATEDIFF(plannedStartDate,plannedCompletionDate) ), 100), 2) Dale Whitchur...

I believe this is what you are looking for: https://support.workfront.com/hc/en-us/articles/217521437-Report-Combined-Task-and-Issue-View-and-Grouping If you are trying to combine collection columns, that may be a bit of an issue, but the article should help in the right direction. Dale Whitchurch A...

I have seen this before on projects that have been imported from MS Project. The easiest way I have found to reset it is to edit the duration on the parent task and change it (to 0d). It will recalculate to the correct value and it should revert to days. Dale Whitchurch Arthrex Inc

We are linking Aha! to Workfront and Salesforce to integrate the front end of ideas to roadmap to planning and execution. We are using fusion to link Aha! and Workfront. We are still in the early stages, but for the near term projects, it looks like it will work. Dale Whitchurch Arthrex Inc

Is the grouping the same as the name? If not, I suggest that you add a column to your report and follow this text mode to hide it: "https://support.workfront.com/hc/en-us/articles/360001028853-Understanding-Common-Uses-of-Text-Mode#hide-a-column-in-view">Hiding a Column in a View Then, use that to s...

Using a custom HTTP request, you can accomplish this... The API call would look something like: PUT issue/ISSUE_ID/convertToProject?updates={"options":["preserveIssue","preservePrimaryContact"],"project":{"name":"Converted Project Name","templateID":"TEMPLATE_ID"}} You would just need to put the dat...