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OliviaMi
OliviaMi
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Resourcing report by job role - Workfront 14-09-2022
I received a request for a report to show resources committed on all PMO projects by job role. I can’t figure out a way to do it effectively in WF but I started by creating a task report that pulls all tasks, job role assigned, start/end dates, and planned hours. Then I exported to Excel and made a pivot table. It kind of gets what I want, but I feel like I need an extra step in the data to get it to show hours by day or month, so that in the pivot table it shows me how many hours are “dedicated...

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20

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1

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Is it possible to assign custom statuses to parent tasks? - Workfront 02-09-2022
I have a scenario where a team wants to use custom statuses (backlog, plan, do, etc.) and use the agile project view to manage their work. We have a parent task that is considered the overall initiative, with the detailed tasks below for steps to do. The detailed tasks below are able to be assigned the backlog, plan, do etc. statuses, however the overall parent task retains the WF default statuses of "Not Started", "In Progress", etc... I want the parent task to reflect "Backlog" (equates with n...

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32

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1

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0
Portfolio Optimizer: how to differentiate projects on a roadmap for this year versus last year // statuses? - Workfront 18-07-2022
Hello! New to using Portfolio Optimizer this year. We used it last year but someone else was leading the work on this. Here is my scenario and question: In our process, we have the business submit their roadmap project requests for 2023-2025 so we can prioritize them via Optimizer (using the business case/scorecard section). We also did this process last year for 2022-2024 projects. Last year, we converted these project REQUESTS into PROJECTS and estimated durations and costs, added in the score...

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16

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Re: Workfront 101 question on Custom Forms re: Form Sharing - Workfront 12-07-2022
Thanks for this additional clarification. I wish we set these up this way from the beginning... this will definitely be in our backlog for cleaning up our WF instance.

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31

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0

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Workfront 101 question on Custom Forms re: Form Sharing - Workfront 05-07-2022
If I select "remove system wide access so that only people in this list can see it" - what does that do? Does that mean no one else will be able to see the form and fill out the fields in Workfront where we have queues set up? Or is this only applicable to visibility of the form in the Custom Forms area under Setup? Thank you!

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31

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4
Is there a way to combine drop-down options from multiple custom fields into one column in a report? - Workfront 02-06-2022
Scenario: We are building a process for Supply Chain. They have multiple regions, and different locations under each region. Because there are so many locations, in the custom form we want to build in display logic - if they select Region "SE", the following field will display these 8 locations to choose from. If they select Region "SW", the following field will display the 5 locations in that region, etc.... In a report, I want just one "Location" column that will display the location chosen no...

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15

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0

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Sys admin leaving // impact to reports and dashboards they built - Workfront 11-05-2022
Hi All - we have a system admin that has left the company. I don't want to deactivate her yet because I'm worried about the reporting/dashboards. She has a lot of reports/dashboards she is the owner of. Several reports/dashboards are run "with access rights of her".... what would happen if we deactivate her? Would this all become broken? Thank you!

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37

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Re: Help with task ordering - Workfront 09-05-2022
We had this issue last week actually, with request statuses. When I escalated to Support, they asked me to try reordering statuses under Project Preferences and under Groups, try a different browser, and clear my cache and cookies... none of that worked! Now they are looking for a code fix for this and said they would get back to me early this week. Sounds like it's a wider issue than just our instance.

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40

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Re: Calculate the sum of numbers in a column in a report - Workfront 03-05-2022
Thank you Randy!

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48

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