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DavidCo3
DavidCo3
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  • Hi Jennifer - perhaps find a relevant place to post your comment on the Community to get more visibility of your example....that really does sound like a nightmare! I believe Workfront are considering removing the Resource Manager role (or changing the way it works) to avoid the complications with...

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  • One more piece of the puzzle is that you can report on the results of the approval process (rather than just the tasks which are currently awaiting approval. You can add this text mode field to a task report: displayname=Approval Status listmethod=nested(approverStatuses).lists textmode=true type=it...

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  •  in Workfront Ideas 2/14/18
    On a related note, it would be great if we could report on the Journal object. A scheduled Journal report might even partially meet Benetta's requirement. e.g. A journal report filtered for specific project/s or task/s which looks for changes to a certain field (date / status / custom).

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  • Hi Jamie, So far, I've set it up so that Power BI Desktop connects directly to Workfront's API as a web data source for each Workfront object type I want, using API queries I've written to give me the various fields I want. For each object type (projects, tasks, assignments etc) it drags down the re...

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  • Hopefully this collections text mode column will help: displayname=Successors listmethod=nested(successors).lists textmode=true type=iterate valueexpression={successorID} valueformat=HTML Note that this will only show the IDs of the successors. Normally with a collection you can reference further th...

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  • I'm actually using Microsoft Power BI with Workfront data. Like Tableau, there is no out-of-the-box Workfront connector for Power BI, however, much of the principles are the same. Most of the early reporting I have done has been based on manually exporting data to Excel from Workfront reports, then ...

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  • Hi Tracy, Good question......we've just started using the CPI & SPI in some of our reports. I had also wondered about the fact that an SPI can show 1.00 but yet the project condition is At Risk or In Trouble. I don't know for sure, but my guess is that the SPI is effectively averaged at the project ...

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  •  in Workfront Ideas 1/22/18
    You can actually bulk-edit the approvers fortunately as a workaround.

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  • For a different approach, you could look at doing something like we have done using an integration service (Azuqua) and email service (Mandrill-Mailchimp) to email your purchase orders from Workfront: Create custom fields to contain the PO-related data, including recipient email address info. ...

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  • Just wondering why you need to rename 500 tasks on a weekly basis within this project? Perhaps there is another way to achieve the business requirement without needing to rename these tasks? If you can elaborate, someone may have a good idea. Another (fairly clunky) suggestion without using kickstar...

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