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OliviaMi
OliviaMi
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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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Re: Project Owner should automatically receive notifications of all task/status updates - no need to @mention them - Workfront 13-07-2022
At the very least there should be a setting for project owners to get alerts on any communication on their projects. I'm truly surprised this hasn't been addressed in all the years I have been using Workfront. So many people complain about missing notifications because users forget to tag people. If the owner got notified they could see no one is tagged and make sure to tag in the pertinent users.

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Re: Workfront 101 question on Custom Forms re: Form Sharing - Workfront 12-07-2022
Oh I know the feeling. When we launched we had it all System-Wide, and then we thought we had "learned" and then did it by Roles. *cringe* So we ended-up re-doing it yet again to get the Groups. *oof* It wasn't so much that we didn't understand the premise (we have a fair bit of IT experience in our group), but we launched so fast (less than 6 months) we didn't get a full understanding of Companies/Groups/Teams/Roles and their place in permissions before we went Live. We do have another "re-do" ...

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Re: Is there a way to combine drop-down options from multiple custom fields into one column in a report? - Workfront 02-06-2022
Hi - So for the form, definitely build out region and then the different location fields. Then use display logic so the right location drop down shows up. The final step is to create a Calculated field for location that you will use for reporting that combines all of them. So in a sense, you are creating an easy UX for the requester, but then you will also create a way to make it easy for reporting. For my example, I'm doing Region and Countries.. Here are my different Country fields (note: I us...

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Re: Calendar Export - Workfront 18-05-2022
Me: Workfront is a state-of-the-art project management system from Adobe.VP: Can you export a calendar to PDF?Me: Please find my resignation letter below.

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Re: Sys admin leaving // impact to reports and dashboards they built - Workfront 16-05-2022
We recently had an admin leave. The majority of reports they created still work just fine after deactivation. The only ones with issues are the ones set to run with the access rights of that person.I have a report with the filter of: Report >> Run as User ID [is not blank]Then a prompt on that report of: Report >> Run as User ID so I can pull any reports that are run with the access rights of any user I want to deactivate. I actually have a whole "departing employee" dashboard with the following...

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Reporting across fields in a task report - Workfront 02-05-2022
Is it possible for me to create a report to show me information across several custom fields that all have a yes/no possible response? See screenshot - I created a Task Report, where for 5 locations we can answer yes/no for each day... I want to somehow aggregate that yes/no data for an exception report - showing only the no's, or showing a trending of no's across a period of time. Eventually, I would like to show this trend across different projects (for that, I think I can just modify the filt...

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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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Re: Projects listing filter: to show projects where user has incomplete tasks only (do not show projects where user has completed all tasks assigned to them) - Workfront 14-04-2022
Thanks Anthony! When I do that, I still get a project showing up that has NO tasks in it, but the user (in this case, me) is listed under "People". Is there a way to filter those types of projects out? Attended your session yesterday in the Skills Workshop by the way - amazing stuff!!

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