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Improve the Business Case functionality & export

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Level 4

3/20/17

The business case automatically picks up any custom form already attached to a project, which is then automatically added to the exported business case (pdf). We have custom forms attached to all project templates, but the information contained in these forms shouldn’t necessarily be included in a business case.

Whilst I have seen there’s an option to remove a custom form in the business case view, this though removes the custom form from the project, along with any data already present, which isn’t great.

We have a unique custom form created for the business case fields we need that aren’t already part of the standard Workfront build, but we would need the ability to remove any other custom form from being included in the business case export, but without removing it from the project entirely and the data already present.

Without this functionality we will have to resort back to a Word based business case template, which would need to be attached to each project in Workfront, which isn’t ideal considering the good functionality and options already present in Workfront.

We would also like the exported business case to include our company branding, and if possible, editable, so an option other than export to .pdf would be great.

12 Comments

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Level 3

6/3/22

We add multiple custom forms to the Business Case that are used at various stages throughout the change management lifecycle of a project (concept, risk consideration, project request with all the reviews and approvals, vendor management, project implementation, performance monitoring).


It would be nice to either print all of the Business Case custom forms starting on a new PDF page or, ideally, if the user could select which custom forms they want printed at any given time. We don't want empty custom forms printing when the forms aren't needed yet and currently, custom forms print immediately following each other with no page breaks so you can't easily delete complete forms from the PDF.

Avatar

Level 3

6/3/22

We add multiple custom forms to the Business Case that are used at various stages throughout the change management lifecycle of a project (concept, risk consideration, project request with all the reviews and approvals, vendor management, project implementation, performance monitoring).


It would be nice to either print all of the Business Case custom forms starting on a new PDF page or, ideally, if the user could select which custom forms they want printed at any given time. We don't want empty custom forms printing when the forms aren't needed yet and currently, custom forms print immediately following each other with no page breaks so you can't easily delete complete forms from the PDF.