Workfront

We've been trying to get this question answered since May via Support/our AE and have not received any responses. Hoping a fellow customer can help us out instead. Does anyone know if the AI Agreement can be signed specifically for the Workfront product only, or does it need to be signed for your en...

How can I create an expense report that filters by Portfolio? Currently, both Expenses and Portfolio don't talk to each other. I've tried and thought about:1. Tried adding the portfolio filter manually via text mode - didn't work2. Thought about adding a custom field on a project level so I can filt...

Can I delete documents from a request queue and not lose them in their respective issues/requests. Or a related question: Do the documents I see listed in a request queue take up additional space on the server over and above the same documents residing in their respective issues/requests? Thank you!

Many of our custom forms use the same fields. When you attempt to delete a custom form, you get warning message that says, "Deleting this form causes all custom data on the objects associated with the form to also be deleted. The deleted data cannot be recovered." I'm unsure of the scope of "all cus...

I have a Workfront report to track reports that haven't been viewed in the last 3 months, and one of the columns is "Dashboards" so that I can see if a particular report is included on a dashboard.  However, reports that are included on Canvas dashboards don't show any value in the "Dashboards" colu...

Hi all - I was just wondering if there was a way to have the first form in the details section auto-collapse? Thank you in advance for any answers!

Hello, Reaching out here for help on a report.We have a task approval which has 1 stage assigned to Project owner role (wildcard) by default. When users send it for approval, they edit the approval path and add the user name in approval and remove the Project Owner name from there.We want to build a...

I have a user who is working on one of my projects on Workfront.She needs to be assigned 2 roles which have different internal rates start/end dates.Role 1 - Was already created in Workfront last year and is supposed to active only till 3rd June 2025Role 2 - The internal rate is different from role ...

I want to create an Agile Team(SCRUM) with Iterations & Sprints for the development team who assignments are there across the portfolio.I am able to switch the normal team to a Agile team, I can new story in the backlog or iteration but not able to see all the tasks that are already assigned to the ...

Hello,The client would like to see a proof report that includes the following information:Approver nameProof progressStage the user belongs toDecision statusThey also want to understand whether an approver is pending due to the proof being on hold in a previous stage. Essentially, they’re looking fo...