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NicholeVargas
NicholeVargas
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Re: Is there a way to NOT show requests (issues) on timesheets? - Workfront 02-06-2022
@Autumn Shultz‚ I would recommend checking what is being populated automatically on timesheets via Setup > Timesheets & Hours > Preferences. There is a section for Pre-Populate Timesheets with an option for "Tasks & Issues that have Planned Dates in timesheet's date range" that you'll want to make sure is not checked. This should remove issues from timesheets and instead just keep both project and tasks.

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Re: Access to Hours report for external users - Workfront 02-06-2022
@Allan Ruan‚ If you were to create an Hour Report, you can remove all columns that reference financial data, so that it only shows hours by project by month. Likewise, you can add any relevant columns to provide more information, if needed. When you go into Report Actions > Edit > Report Settings (top right), you can run the report with the access rights of yourself so that whoever views the report can see the exact same results that you see. However, only users with VIEW access to the hour/obje...

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Re: Can I add sum hours to a pie chart? - Workfront 02-06-2022
@Justin Warren‚ A sum of the hours won't show in the Chart view, but if you navigate to the Summary tab, that should provide a total for you. If you need both numbers in a single view, I'd recommend creating a copy of the report and adding both to a dashboard side by side so you can see both the total and the breakdown.

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Re: How can I use conditional formatting to make the completion date (due date) turn red when the task is past due? Thanks! - Workfront 01-06-2022
@Linda Gonnella‚ If you open your report and select on the Due Date column, select Advanced Options in the top right. Scroll down to the Column Rules section and click on +Add Column Rule. Set your statement to read When the: Task > Planned Completion Date > Less Than > $$TODAY Then, choose red in the background drop down menu. Click Add Rule and then Save and Close your report. Keep in mind that your report should be filtering for incomplete tasks (Task Status > Not Equal > Complete) so only th...

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Re: Why can't various team members view Projects? - Workfront 27-04-2022
For existing projects, yes. However, for all future projects that are created, if you are using project templates, you can update the Project Sharing settings by going into the template > Template Actions > Project Sharing > Gear Icon > Make Visible System-Wide. That way, it's automatic moving forward. Hope that helps!

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Re: Why can't various team members view Projects? - Workfront 27-04-2022
Linda - just to reiterate, only projects that have been shared with a user (or setup as visible system-wide) can be accessed. So users shouldn't be able to view any and all projects, unless you specifically set them up that way. In terms of project sharing system-wide, here is a screenshot. It's found under Project Actions > Sharing. Let me know if you have any questions!

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Re: Why can't various team members view Projects? - Workfront 27-04-2022
@Linda Kaplan‚ In order for a project to appear in the Projects area or as a result via search , the project must be shared with that user. Oftentimes, a user is assigned to a task within a project and therefore inherits project visibility, but if not, you would need to make sure that the sharing permissions are updated accordingly. Projects can be shared directly with users, job roles, groups, teams, and companies or inherited through programs or portfolios. Also, if there are certain projects ...

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Re: How can I add projects within a certain portfolio to an issues report? - Workfront 27-04-2022
@Laura Ernste‚ As reports are object based, you won't be able to pull in projects to an issue report. Instead, it is recommended that you create a separate project report and then add both of these reports to a dashboard so you can view all information at once. To create a report that pulls in all projects created per quarter within a certain portfolio that were built from scratch (vs a converted issue), you would want to do the following: -Create a project report-Add a filter for Project > Port...

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FINAL OFFICE HOURS - NEW WORKFRONT EXPERIENCE - Workfront 12-04-2022
Support for Workfront Classic ended on March 31, and the end-of-life date is scheduled for mid-July 2022. Following this date, Workfront Classic will no longer be available. If you and your users have not transitioned over to the new Workfront experience yet, please consider doing so now. The Workfront Customer Success team is hosting ONE FINAL new Workfront experience Ask the Expert open office hours on Tuesday, April 19 at 12:30pm MT for those who have questions around what it is, migration ef...

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Re: addMonths in calculated field - Workfront 07-04-2022
Skye - those are GREAT steps. Amanda - if you are unable to get the field working using the curly braces like Skye mentioned, please submit a case to Customer Support - they should be able to troubleshoot that issue! I will also work with our internal documentation team to get any (and all) articles that reference a semi colon in the expression updated1

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