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DavidTa1
DavidTa1
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  • Kannan, Once a request is converted to a project, the status of the request is linked to the status of the project. Once the Project status is changed to "Current" the request's status will change to In-Progress...when the project is complete the request will be marked complete. If you want to repor...

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  • Did you go to advanced settings of the column in the view and change the field setting?

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  • Steve, The first thing to know is that the "Projects I'm On" tab is bring in all projects where you are on the staffing tab...you are on the project even though you may not be assigned a task or issue. There are many ways to get on the staffing tab, sometimes this happens because you are on the staf...

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  • Stacy, When in the task, go to task actions in the upper right hand corner, and click on sharing. Click the x next to inherited permissions to take away those inherited permissions to just that task. This will not affect their access to the project or other tasks. Then, if you want, you can then sha...

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  • Stacy, If you change the people's permissions to the task to view they won't be able to log time. I have not tested what happens when the task is pinned on their timesheet but I am assuming they won't have access to the task on their Timesheet as well. Make sure that when you mark it as complete you...

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  • Shannon, When you are in a form that you want to add an existing field that you have already created, you would select Field Library instead of New Field and then you can start typing the name of field and it should show-up as a field you can add to the form. Once the field is created for one form, ...

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  • Cliff, Add another filter into your report where the CUSTOMFIELD "is not blank" I hope this helps! David DAVID A. TAYLOR Founder & Managing Consultant

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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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  • Angie, There can be many reasons why a field can not be edited in-line but I will give you 3 of the most common reasons I have found. 1 - The field is from a different object custom form. For instance, since you have a Project report, if you are referencing a field from the Portfolio or Program, you...

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  • Jill, I believe there are three ways to get that task date: Option 1: Put an expense or all the expenses on that task and not at the project level. Since Workfront objects work from a bottoms-up approach and not top down you will need to have an expense (or all the expenses if you want them all in o...

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