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Hi. I'd like to create a report that shows all projects that were active in the last month, including ones that were closed and completed during that month. And the kicker is, I'd like to have that report send automatically to a group of users. I'm stumped here by the 'last month' part without havin...

I've created a report to send out to all our users that shows them all tasks they're assigned to that haven't been marked as complete and the planned completion date was less than today. My issue is with the tasks that are assigned to multiple users - one of the assignees may have clicked on 'Done w...

I have a project report, and I'm trying to add a column that lists all the people that are involved with that project. It's basically the same list that is in the Staffing -> People tab (project owner, project sponsor, and all assignees). Has anyone done this before? Thanks!

I have a custom form I need on all tasks within a project (project has 500+ tasks). When I select all tasks and do a bulk edit, the custom form does not show up b/c it is not on all tasks. It is also not in the drop down list of custom forms to add b/c it is already on one or more of the tasks selec...

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I am interested in having a custom field auto populate based on the value in another custom field. For example, I have one field that defines the level of project complexity as a Tier 1, 2 or 3. I have another field that captures the minimum expected revenue for such a project to help our salespeopl...

I was wondering if anyone on this board uses the request queue for high volume access type requests where managers needs to approve requests and where there are over 100 managers (users) from different areas. If so, how did you go about the setup request queue setup, queue topics setup and routing r...

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I have a matrix task report that shows total hours grouped by resource name and then project name (row groupings). The task hours are then grouped by the month of the task due date across the top of the report (column grouping). However, some of our tasks span multiple months and this report shows a...

Been gone too long. Looks like I have some work to do to earn back my place in the Workfront discussion sphere with this new-fangled Community site.