I am trying to build a report where I am counting the total change rounds for a project. In the template, I have configured it to have 3 change rounds by default (parent task= Change round). I have built a report which counts any parent tasks with "Change round" in it and the status = CPL. However, ...
It’s here! The communication you didn’t know you needed in your life but now won’t want to live without. Have you ever looked at the training content on Workfront One and thought, “I wish there was a way to be notified when training content is released/ updated”? Or, “I wish there was an easier way...
I'm looking for a way to set up a calculated field for the number of hours logged during a set period of time (between two dates that I'd like to hard code) within a project. I'm getting hung up on combining an if statement to limit by entry date with a sum statement that totals the hours that quali...
I have a proof approval report that I used to keep proof approvers on task if one of their proofs becomes late. Within the last few weeks, I've noticed that the Proof Deadline date doesn't always show for some proofs, those items are labeled with "No Value" instead of a date. I've double checked the...
Save time and manage less reports by using wildcard filters to create reports that dynamically change based on who is logged in and looking at the report or based on a certain timeframe like this week, last month or this quarter. Some frequently used user-based wildcards that show the logged in user...
We have a group of templates used for policies that we have special dashboards for. I wanted to add those dashboards as a Custom Section on the left panel for the templates related to policies but when I did that, all templates were updated to include those dashboards. Does anyone know how we would...
What do our most successful customers have in common? Aside from knowing how to build an awesome Report or Dashboard, our most successful customers have a Roadmap. A plan. It could be a very visual Powerpoint page, a project plan in Workfront, or even a whiteboard sketch of their initiatives and the...
In Setup > Custom FormsI'm able to add a column to show who each form is shared with. Anyone know of a way to filter to only show those forms that are shared System-wide? I don't care if the forms are also shared with certain groups, teams, etc, sometimes those groups are needed to give them more th...
Are you able to set a default project status to certain project templates? For example, we have a team that would like to default their projects' status to Active (or Current) when they create a new one, rather than it going to Planning. I couldn't seem to find it in the project template settings, ...