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catherineh70969
catherineh70969
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Re: Workfront Song - Workfront 17-08-2022
I wish all the links were working! This is a super old post but I have FOMO so bad right now LOL

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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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18

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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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9

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0

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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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9

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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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15

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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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5

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1

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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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7

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Re: Best way to report on deactivation date? - Workfront 21-09-2021
Hi Doug, That's what I was thinking, thanks for confirming! -Peter

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16

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Enable the option to include Updates when moving tasks to another option - Workfront 29-04-2021
Currently, documents, % Complete and Status data can be retained when moving or copying a task from one project to another. Updates at the project level will migrate if a full task list is selected, but Updates at the task level do not.If work starts on a large project and the PM wants to split the work across multiple projects instead to make is easier to manage, losing those discussion threads can be a significant problem. The manual solution of taking screen grabs or copying/pasting the threa...

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5

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Re: What is the best way to include task updates when copying or moving task to another project? - Workfront 04-05-2021
Hi Catherine, I wonder if not preserving Updates "under" a Task when a Task is moved is As Designed (for some reason, such as "when the updates were made, contextually, the Task was part of the former Project, so the updates belong with that Project"), or is actually a bug. Either way, I'd suggest you raise a help desk ticket to find out, and am interested to hear what you learn. That aside... If you can create a NOTES report that retrieves the updates in question before you move a Task, if you ...

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