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catherineh70969
catherineh70969
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Customizing who has access to task delegation - Workfront 14-07-2022
Can task delegation be switched on for a specific team or is the setting group-wide only?

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25

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0

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Customizing who has access to task delegation - Workfront 14-07-2022
Can task delegation be switched on for a specific team or is the setting group-wide only?

Views

19

Likes

0

Replies

0
Re: 2022.3 Release Workshop Follow-up (June 28 & 30, 2022) - Workfront 08-07-2022
Will delegated work be flagged as such within Workload Balancer?

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69

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0

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0
Re: 2022.3 Release Workshop Follow-up (June 28 & 30, 2022) - Workfront 30-06-2022
Could you provide the template in XLSX format please? Also, the link to the recording in the after webinar email starts the meeting rather than triggering the recording. Is there another link to access the recording? I had to leave early and would really love to hear the rest of the conversation.

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69

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0

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1
Reporting on Approved, Rejected and Pending issue-based approvals - Workfront 03-02-2022
We created an issue report to filter based on a custom status tied to Stage 1 of an approval path. The report is looking for issues in that status (Events Approval) or the pending version (Events Approval - Pending Approval). We need to also show whether the issues are Approved or Rejected. How do we add that information, but also revise filters so that Approved issues that are converted to projects (and their status changes accordingly) don't drop off the report?

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28

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0

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0
Re: How to report when form is not attached to task? - Workfront 03-02-2022
Thanks so much @Ali Pentico‚ this is exactly what I needed - to isolate specific tasks that were missing a specific form. Greatly appreciate the help!

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26

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0

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0
How to report when form is not attached to task? - Workfront 02-02-2022
I need a report that shows tasks from a business unit's projects that do not have a custom form attached. Any suggestions on the best way to tackle this?

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26

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0

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3
Is it possible to give some users access to Planned Cost and Revenue based on Role and other users Planned Cost and Revenue based on User? - Workfront 18-11-2021
One of our BUs needs to enable their Project Leads to see Planned Costs and Planned Revenue per assignee so they can set up a P&L before running the project. However, they do not want to create an opportunity for the Leads to back into any user's salary. For this reason, we're leaning towards using the Role's hourly rate at the task level. The challenge is that the Finance and Management teams need to see each project's Planned Cost and Revenue based on the User's rates. Is there a way to meet b...

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13

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1

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0
How do I get the program value using a custom calculated field on a project form? - Workfront 05-11-2021
I know I can use custom calculated fields to pull in the program ID value on a project form but don't remember how to set this up. Any have this info handy? 😀

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13

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0

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0