Want to know what your team is up to? We built this dashboard to give you insight into your direct reports’ work and play (time off). From understanding your team’s workload, to viewing the projects they own, to analyzing cycle time, there is a lot of valuable data to be uncovered. This is sure to be a crowd-pleaser with your managers!
A few things to note:
This dashboard is now available to install from your blueprints. Learn how to install this dashboard from blueprints
Reports Included in the People Manager Dashboard:
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Hello all
I am having difficulty locating this blueprint?
I have installed blueprints before and am happy with the process, but cannot seem to find one containing the dashboard above on my instance..
please help!
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Hi @WhitUser - After looking at your screenshot, it appears you may be filtering the blueprints by Organizational Structure and Project Template. If you deselect those and select Dashboard (shown below), the People Manager Dashboard Blueprint should appear. The name of the dashboard is the same name as the Blueprint.
Is there an easy way to add an additional filter to include the manager in these reports? A lot of our managers are also assigned work and tasks in WF...and they would love to be able to see themselves in the report along side their reports.
Hi JHulet, I'm sure they could be modified to your request, I still can't locate them, are you able to tell me what name they are under on your system?
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They are in the blueprints section...under People Manager Dashboards and the individual reports in that dashboard are all listed above in the original post. Hope this helps!
Thanks, but I guess it's just my instance they are not showing on yet.. all the other Blueprints are there but not these 'new' ones, I've looked on Preview too, but to no avail !
My guess is they don't hit everyone's instance at the same time..
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Yes, I would go to filters and add an "or" from there you want to copy everything above but use the $$USER.ID wildcard to include them as well
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Hello! I am testing out the new People Manager Dashboard. Is there a way to pull in the direct reports of your direct reports? I want managers to be able to see the full scale of the team under them. Thanks!
Hello MelissaBr4
Could you tell me the name of the Blueprint on your instance? It still doesn't appear on mine, at least not under P or People Manager ??
Thanks!
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Hi WhitUser!
It's called "People Manager Dashboard" and my instance shows it as published 7/9/24.
Thank you for responding, I'm going to go to support as def not there!
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Hi there @MelissaBr4! We recommend creating a user custom form and applying it to everyone in Workfront. On this form include a calculated custom field called Manager Hierarchy. At first, you're going to leave the calculation blank and save it. We're doing this because the calculation refers to itself (includes the field in the code) so you need to save it in Workfront. You also cannot change the name of it. If you do, be sure to edit the code to be the exact same. Once saved go back into the form editor and paste in the code below. This will result in a field that states the user's name along with their manager and that manager's manager for at least 6 levels.
CONCAT(IF(ISBLANK({manager}.{manager}.{manager}.{manager}.{DE:Manager Hierarchy}),"",CONCAT({manager}.{manager}.{manager}.{manager}.{DE:Manager Hierarchy}," - ")),IF(ISBLANK({manager}.{manager}.{managerID}),"",CONCAT({manager}.{manager}.{manager}.{name}," - ")),IF(ISBLANK({manager}.{managerID}),"",CONCAT({manager}.{manager}.{name}," - ")),IF(ISBLANK({managerID}),{name},CONCAT({manager}.{name}," - ",{name})))
Now in your report, you can use this field in the filter with a wildcard. Instead of selecting Home Team ID you would select Manager Hierarchy and then "contains" and the wildcard $$USER.name. Workfront will now find anyone who has that manager's name in their hierarchy and pull it into the report. Please note that it will also pull themselves. If you don't want to include "me" in the report add another statement in the filter USER ID does not equal $$USER.ID
Shout out to @MoniqueEvans for the hot tip!
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