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Sheet Functionality - Similar to Excel

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Level 2

9/1/22

Description - Ability to manually input data into a "sheet" similar to an Excel in order to generate a report/chart, etc. This should be a supplemental option available in addition to the more automated options that pull from project data.

Why is this feature important to you - 1) This would help our company in the first few months/years as we are onboarding to workfront while we are getting the project-level data accurate and up to speed. If we want to report out on things like resource capacity, it would be great to have the option of inputting data in one sheet instead of trying to keep up with the hundreds of new timelines we are learning to maintain as an organization. 2) This would be a great supplemental option and ensures we can keep all of our companies data in one platform and don't need to keep some data separate in Excel.

How would you like the feature to work - Similar to how an Excel sheet operates. 

Current Behaviour - Does not exist.

4 Comments

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Level 7

9/7/22

Hi, I have set up dashboards for data entry that operate much like excel, with the exception of formulas, however, you can still use calculated fields to do some things based on your data entry as well. 

One example was a dashboard at project level for printer info with custom data fields on a task form displayed in columns across the report. The user can enter data inline and tab to the next column to continue entering data in each column. A return takes you the next line item.

A project form was used similarly to enter project specific shipping data. 

Another instance was a project report on a dashboard use to enter user onboarding data for new hires. Fields were used to identify relevant experience, licensing and certifications, and other user data as well as training courses required and more... in line editing in columns for multiple projects is way easier than reading through the project details and filling in the info one project at a time.  

I hope this helps in the interim! 

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Level 7

9/9/22

Some of my examples are from previous employers, however, I can share the new hire example. The New Hire Tracking Dashboard has one report for set up a(specialist enters new hire information which impacts which onboarding activities will be required)  and one report for activity tracking (specialist enters dates onboarding activities took place) for the onboarding team to use for data entry and tracking.
New Hire Set up.jpg


New Hire Activities.jpg
If you zoom out far enough, it even kinda looks like excel
Zoom out.jpg

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Level 5

9/13/22

Sounds like a similar request to the have a Field Type on Custom Forms of a Table. If you had a table object you could define the columns in the table and then allow users to add as many rows as they like.