I know how to add a column to show everyone that a portfolio is shared with but I am hoping there is a way to also list the access level they were given. I need a quick way to view all portfolios and ensure they have been shared with all of the correct users and that those users were given the corre...
We have a custom currency expense field called "Projected Amount". We want to get the sum of that field across all expenses on a project, and pull the result into one project report column. Similar to the "Planned Expense Cost" column that I can pull into a project report which sums all the planned ...
1.) If you filter to see stories assigned to certain people, when hitting the See more work items, the story board blanks out.2.) Stories that are displaying in the Stories or Issues are not showing in the Story Board view.
We're looking into Group Admins but have some concerns. I can't find any charts or granular descriptions of what you can and cannot lock a group admin out of? Can they be prevented from making new custom forms? What about fields? Layout templates? Access levels? Templates? How does the system limit ...
Most of the new users I am adding have Reviewer licenses as they are only making requests for projects and not completing work. These users should all have the same notification settings, which is minimal compared to what is automatically selected. It is time consuming to manually change the notifi...
In the New Experience, when a proof approval is created, the user now sees Proof Decision and Document Decision options (see attached) instead of the Approve, Changes Required, and Reject options in the classic version. It does not happen all the time and I cannot figure out the reason it only happe...
We have a report that includes the planned completion date of a project. A colleague is running the report in India and any date/time that is in the afternoon, converts to the next day when she exports the report. We are assuming it is doing an adjustment for time zone. But her profile is set to ...
Howdy folks, I've been focused for the last several weeks on a project I've wanted to do for many, many years, and tonight, released our resulting Health Checker solution, which lets you systematically analyze your Workfront instance using key Business Rules to identify, assess, and then deactivate ...