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DavidTa1
DavidTa1
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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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  • David, This is absolutely possible. What you will be doing is creating a collection field that will identify all the Custom Forms associated with a project. Here are the steps: 1 - Create a Project Report 2 - Add a column and go to Text Mode 3 - Copy and Paste the following displayname=Custom Forms ...

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  •  in Workfront Ideas 2/20/18
    There currently is no ability (except through the API) to have a report on a dashboard that shows how many planned hours are assigned to a person. If we are able to use "Allocation Date" in a task report (similar to a Project Financial Data Report or Resource Estimate Report) we would be able to rep...

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  • Eric, In order to automatically assign a different access level than Requestor you need to identify what Active Directory field you can use to determine what license the person receives. I have had clients use a team or group field in active directory, and I have had them use a title field. It doesn...

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