Workfront

I need some guidance on how to use the kickstart template to maintain monthly updates to existing records; to append values over existing values for only 2 of the custom data fields added [YTD actuals] and [Month_End_NM] after each month end cycle.  Help?

Client is new Workfront customer, using the Admin Console as well. Client has created all their users & groups in the Admin console, including assigning the product profiles to all. Users will populate correctly in the Users page in the Workfront instance, however the Groups do not pull into the Gro...

I'm trying to create a report with a filter that shows tasks in projects with a custom field that pulls a group name in a portfolio's custom field. So basically it's [task's project's custom field from portfolio] = $$USER.homeGroupID. At last year's Adobe summit, someone shared how in text mode you ...

Hi, I can't see a way to get a user notified of a status change on their request via the In-app route. Just by emails. e.g. A user sends a request which is either approved or rejected. They'll receive an email (if they have those turned on) or they can view this via the home screen or their request ...

Is anyone aware of any pre-requisites to adding hours to Issues?My user doesn't have the option to add hours to the Issue she has worked on? 

This might be a really simple one but I can't seem to do it. Under Setting>Email>Notifications I don't see an email notification that can be sent to the Project Owner when the overall project planned completion date has changed. Is this possible? I can only see when a Task and Request planned comple...

Hello,I have a System Admin Level access and I'm trying to grant a new user same level of access, however there is no option of system admin access, I was told that there can only be two System Admin so I changed my access level to a lower access level to give way to the new user and asked the other...

I am trying to create a task report that shows all current projects that have this task. I am only able to show the task if I select a filter for the Task Name and select each project from the pulldown option when adding filters to the report. 

Having a bit of a problem adding a Requestor into the system so that they may access a queue. When adding the information into the New User panel, I get an error message (see attached). I fear that I might have added this email address incorrectly in another area and now it’s part of the system, but...

I'm working with automated workflows in Workfront to have it lock the proofs after the deadline passes. If I have the workflow set up to lock the proof immediately after the deadline passes, the stage does lock correctly. (See the promo proof workflow screenshot)However, for the final proof, I would...