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pco88
pco88
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  • This is similar to Anthony's suggestion except it's more specific to the deliverable. The Parent task on each of the template identifies what the deliverable can be. Eg, Template Brochure has parent task Brochure, Template Flyer has parent task Flyer etc. You can then run a task report that only p...

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  • We have several project templates based on deliverable type. We also accept requests with multiple deliverables and pull in the templates into the project as needed. If you do it this way, then you can run a report on how many times the template was used so it counts as your deliverable report. Howe...

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  • When you change the status of the Project from Planning to Current, the expectation is that each of your user will get a notification that lists all tasks/assignments within the project if you have " Current Project Status Change to Project Team " notification active. What was more important to us...

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  • Hi David, This came in handy today. Thanks for putting this information in the community!

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  • Hi Melinda, this is very helpful - it works beautifully.

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  • On our custom form, we have checkbox field that list all deliverables. I realized that Workfront won't let you simply group checkbox fields unless you do it through textmode which I've done and had grouped the stuff I need in the detail screen. Except I want to go further and make a chart of it. Wha...

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  • Strange. The format on my custom form was Number. Something you might want to check. One other thing that was happening for me is if you did put in the custom form in the project, you have to delete the form on the project and then re-add it to make sure it calculates properly.

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  • Have you tried this? ROUND((DIV(392,60,7.5)),1) where 392 is your actual hours? This shows up 0.9 for me. Cheers.

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  • If you are looking just to get the full day, never mind the decimals.. you can use FLOOR. FLOOR(SUM(1.2345,2)) --> this would just give you 3.

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