I'm trying to create a report that will group the tasks of a project by the role assigned. I tried to group by Assigned To -> Name, but nothing populated. I also tried to group by Assigned To -> Role ID, but the same - nothing populated. I tried to group by Task -> Assignments, which does populate t...
Has anyone come across sudden change to default layout for some users? One of our user has notice that her Reporting view has changed - she had previously customize tabs along the top and suddenly they have been changed to default ones. Perhaps i have made changes to her Job Role on Monday and PM Jo...
I am trying to have a field containing financial information onto a project custom form. The intent is to have approvers (with all license types) look at the custom form, see the hidden field (that no-one else on the project can see, including the project owner), then complete an approval within Wor...
Dear Community, I'm really hoping someone can help us here. We use custom fields for many of our dates vs. the planned completion date. The goal is to write a query in a custom form or in a report that would change the planned completion date to one of the other date fields. Is there a way to automa...
Hi All, I've re-read some posts regarding enterprise wide implementations. Can anyone share their experiences with setting up an enterprise wide governance board? Any documentation? How did you decide what are global settings/configs vs. local options? Thanks in advance! tks Karen Karen Rutz Harvar...
We are currently implementing Workfront and would like to know the pros/cons of requiring our project team members to enter their time at the project level or at the task level. We currently require time entry at the project level but wanted to hear opinions on both as we're open to changing our pro...
Hi, I set up a dashboard with a handful of reports that all require prompts to be filled out. Is there a way to fill out one set of prompts and have it applied to all the reports in the dashboard? Example: A dashboard with 6 reports about project details. Ordinarily, you would have to fill out the p...
Would be nice to be able to recover reports/dashboards. https://support.workfront.com/hc/en-us/community/posts/115000285254-Recycle-Bin-for-Reports Susan
Hey everyone, I'm looking for someone who uses Workfront for store implementations - like when you open a new location or launch a new store-based project. Please leave a comment below if you do this. Thanks! -Nate @Rhonda Cancino do you guys do this? @Alex Adams this is for you. Nate Bagley Communi...
Does anyone know of ways to report on the number of projects in Portfolios & Programs, specifically those with zero project? I've done Project reports grouped by Portfolio/Program and summed the grouping, but this leaves out those Portfolio/ programs with zero projects in them. Checking the view of ...