One of our BUs needs to enable their Project Leads to see Planned Costs and Planned Revenue per assignee so they can set up a P&L before running the project. However, they do not want to create an opportunity for the Leads to back into any user's salary. For this reason, we're leaning towards using ...
I have a custom form that has multiple Typeahead fields referencing users. (user1; user2; user3) I have a report but i want to group them by the user names.So if there were 4 instances of John H. it would group them together no matter if his name was entered in some or all of those custom fields (u...
Adding work directly to the Kanban board was a new functionality with the 21.4 release. We are looking to report on work added to the board in this way to better track "ad hoc" or unplanned work. https://one.workfront.com/s/document-item?bundleId=the-new-workfront-experience&topicId=Content%2FProduc...
Hopefully someone here has done this via api. I wanted to reset the issue name via api and add an emoji to the issue name. I couldn't find a way to do it correctly. Tried the following:/optask/issueIDXXXXX?name=\uD83D\uDCF7TEST&method=PUT ->Error/optask/issueIDXXXXX?name=\\uD83D\\uDCF7TEST&method=PU...
Take some time to write short descriptive labels for each module and router to help yourself and future colleagues understand all of your modules. If you're looking for a place to start, we might suggest using Verb Noun labelling on all of your modules. Ideally the scenario can read like a sentence ...
I would like to run a report that finds the freelancers assigned to projects within particular programs, but I want to filter out all those with "••None" selected that are not owned by a particular user. The drop down field I am pulling freelancer selections from is called "Freelancer Assigned ...
I'm creating a task report to show all tasks within a milestone path (and with a custom field value selected), but there are some parent tasks within the milestone path, and the related subtasks won't appear...just the ones with no parent. Is there a filter or text mode that can show these tasks?
I'd like to be able to identify the note as belonging to a category for reporting purposes, for example, meeting notes, blocked, priority, etc. Today we mimic this by putting a #xxx in the body of the update then then search for notes that "contain" the hash tag, but this is clumsy at best.
My Workfront workers that track time have been complaining that there are too many tasks to track time too making their timesheets long and difficult to use. Plus they can't hide tasks that are done or cancelled or adjust fields/views/etc. They are requesting logging time to the project level, whic...