Workfront

I'm trying to generate a ticket with a particular cadence (monthly, quarterly, etc) based on an Excel spreadsheet I receive in Outlook. I can schedule the report/spreadsheet to be sent to my email at particular intervals but wondering how I could get that email to propagate an Issue in Workfront and...

Hello,   I'm trying to create a calculated field on a task level report adding the handoff date + the duration with the answer being the date and time of day. I cannot use projected completion date since it moves each day the task is not started.   This is what I have so far, however, the calculatio...

I am trying to pull a report that is showing us the difference (excluding weekends & holidays) from when a request is submitted (Request > Entry Date) to when one of our specific tasks within the Resolve Project is marked as complete (task name = Send to Requestor for Approval).   Essentially we're ...

  Hi folks,   I'm increasingly working in Workfront environments with multiple currencies, so to make it easier to maintain Exchange Rates, invented this handy dashboard (see below) which I decided to share as a teachable moment / useful utility. Enjoy!   Regards, Doug     Instructions:   Create a ...

We're planning to use Workfront Proof and automated approval templates to manage approvals of invoices. Our AP team wants to add some additional information to a custom form applied to each document. Is there any way for that custom form information to be included when printing a PDF of the approval...

Logging time in Workfront can provide valuable data to help you accurately plan and forecast, but overcoming that initial hurdle of getting your users to actually log time is no small feat.  THANK YOU to these four amazing panelists for sharing their experience, best practices and recommendations fo...

At the end of last year (2022), we updated our Job Roles to align with each employee's title and hierarchy within their department (i.e., Group Director, Director, Associate Director, Senior Manager, Manager, Coordinator). Each employee's new (title-aligned) Job role was set up as their Primary Job ...

Hi There, I have created a report to show Billable vs Non Billable hours per team member in Workfront.  This is broken down by team, then grouped using the 'Count as Revenue' flag 'True' and then 'False'.  Problem that I have is that I have users that are logging time to internal projects.  The task...

I want a filter like 1) Complete project proof will not show in report   Please suggest which filter should i use for?

I've created 2 Kanban boards both with different teams in them.  I've turned off and then on the automatically add feature several times.  It worked in the beginning and then at some point stopped working.  They are all in different locations.  There is a mix of Mac and PC and all have the latest OS...