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DavidTa1
DavidTa1
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  • Ryan, Here is one way to get what I believe you are looking for. The code is: valueexpression=IF({indent}=0,{lastNote}.{noteText},{parent}.{lastNote}.{noteText}) valueformat=HTML Let me know if you have any questions. Thanks!! David DAVID A. TAYLOR SVP, Managed Services

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  • Chrystal, Workfront tracks many dates and what you are talking about is the Projected Dates. These dates move back and forth based on the predecessor task being completed early or late. The Planned Dates don't move because that is what was originally planned and if they moved you would never know wh...

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  • Diana, As long as you are referring to people who are on the People tab under Staffing of the project you can do a Project Report and filter on either name, home team, or home group under the heading Project Users. This will pull all projects where that person or people are part of the "Project Team...

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  • Kiersten, I would make a new schedule and use that schedule on all new projects...you can make the new schedule the default and it won't change the schedule that is currently on projects. If you change the current schedule used on projects you will see the dates change on all those projects which wo...

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  • Greg, I wanted to jump in here because I am not sure you can accurately accomplish what you are looking for using a task report. Unless you are looking only at how many planned hours on tasks that complete that month, regardless of when they started. Here is an example: Task A has 100 planned hours ...

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  • Jennifer, Have you looked at the Task Constraint? In order for predecessors to work correctly to change the dates, the best Task Constraint is "As Soon As Possible". If the Task Constraint of a task is Must Start On, Must Finish On, or Fixed Dates, the predecessor will be ignored with respect to cha...

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  • Jill, Did you try an Assignment Report or a Work Item Report that brings Project/Task/and Issues into one report? The only problem is you will still have separate columns for Issues versus Task information but it will be on one report. I hope this helps! David DAVID A. TAYLOR Founder & Managing Con...

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  • Cliff, You are experiencing the one to many trap! When grouping on a field, that field needs be one to one...Workfront does not allow grouping a report on any multi-select field. If the field must be a multi-select then you have three options for reporting. Let's say there are 4 choices within your ...

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  • Randy, Thanks for letting me know you are looking at a task report and not a project report. One important feature of Workfront reporting is to know that you can go up to 3 objects away so it is still possible to get the Company level information on a task report...but it does require text mode. Use...

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  • Randy, My first question is why you need the data on the project form? This answer will determine which of the 2 options below you may want to use. Option 1: The cleanest way is to use reporting/views to get the data you need. Create a project report and add columns with the company data you want. O...

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