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...
What I'm trying to do is filter for tasks in which no parent has a custom field completed. I'm very comfortable with text view. Context: We have a custom data field "Billing Milestone" (empty or "Yes"). We check off specific tasks as "Yes" to indicate they are billing milestones. Keep in mind th...
Check out the full blog post here . You can also read part 1 , part 2 , and part 3 . This series is all about how Advanced Auto Parts found Workfront, overcame implementation roadblocks, plugged holes in implementation for better adoption, and where they are today. It's a fascinating journey to ...
1. Does anyone know if Dashboards will get the same ability as reports to email dashboards to people like we can do with reports? 2. I have a Dashboard that is to be run at the Project Level (added as a custom tab). I'd like to export or print the dashboard, but I don't see the ability to print it...
Hi, Something we currently need to manually create are Project Organisational Charts / Tables, outlining the key people performing certain roles in a project. These documents are used in project meetings, tenders etc. Out of Workfront, it is of course very easy to produce reports and graphs of t...