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NicholeVargas
NicholeVargas
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  • In the section for Information about work assigned to me, there is an email notification for "All Predecessor Task Completion to Task Dependents" that can be activated (it is inactive by default), which would send an email to the task assignee when all predecessors of their tasks are completed.  You...

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  • I'm not sure I fully understand your ask, but I'm hoping this may do the trick. The text mode below says if the actual completion date is past the planned completion date, display "Late", otherwise, display "On Time."You can customize the Late/On Time terminology, but it should give you a framework ...

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  • @AnthonyCAANZ Depending on how the project is set up, the project's planned completion date is either set manually (if project is scheduled from completion date) or calculated automatically based on the latest task of the project (if project is scheduled from start date). There are mixed actions tha...

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  • You would need Workfront Fusion to automatically change task statuses based on predecessors. If you don't have Workfront Fusion, it would need to be a manual process of changing the task status. There are email notifications that can be triggered to let a user know their task is ready to start or I'...

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  • If you are wanting to see this in a column in a project list / report, you would use the following text mode. You can rename the line for displayname= to whatever you want your column to be called.  displayname=Reference Number - Planned Start Date (Year) textmode=true valueexpression=CONCAT({refere...

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  • @AnnieXLe Because issues are considered a collection of a project (1:many relationship) you won't be able to SUM values using text mode or modify the existing fields for "Number of Open Issues." You would only be able to get a list of the action item names vs a count.I'd recommend creating an Issue ...

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  • @drewy87234213 Because issues are considered a collection of projects (1:many relationship) there isn't going to be a way to SUM values from the issue custom field and make that visible at the project level. I'd recommend creating an Issue Report, grouping the Results by Project Name, and adding the...

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  • If you swap from Automatic to Manual, the parent task status and percent complete will not change unless you manually do so. So, you can update any of your child/subtasks in your timeline without affecting parent tasks. Just know that this will require additional efforts for closing projects, as you...

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  • @KatColbourn Just to help clarify things, are the following statements correct? You want to see: If an issue has been converted to project, calculate number of days between entry date and resolving project entry dateIf an issue has not been converted to project & issue status is not equal to closed,...

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  • Under the Project Settings area (found via Edit Project), there is a field for "Summary Completion Mode." If that is set to Automatic, the status and percent complete of parent tasks will automatically update based on the child tasks. If you set that to Manual, you can control those options. If you ...

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