We started off creating one portfolio as thought it was best for reporting and keeping all work under one, but as we have matured and grown we have created a couple portfolios and wondering if there are any pros/cons on keeping it at one portfolio vs creating multiple portfolios.
There are several Email Notifications which trigger when something occurs with "one of my people". For example when "One of my people is added to a project". The way I read it is that this is for the Resource Owner. How is the Resource Owner defined?
I'm trying to pull the Document Approval>>Request Date field from the Document Approval report into a Document report. I've tried copying and pasting the text mode from the Document Approval report to the Document report, but the values are coming up blank (see below for text mode). Does anyone have...
I would love a text mode expert's help. I am trying to display in the View of an Assignment report the duration in weekdays from Entry Date to Actual Start Date. I'm wondering if it's an object type discrepancy... do I need to add in a reference to the "issue" object type in the code because it's an...
I'm desperate to find a way to visualize the PPT screenshot I've attached in WF instead. You can't view a calendar on an annual basis, can only see a month or so at a time. A matrix view doesn't let me click into any item to view a detailed view of it, and only lets # formats be within the table (so...
One of our power users suddenly couldn't share proofs, or tag others in proofs, and we discovered his default proof role was changed from 'moderator' to 'reviewer/approver'. Actually, when we looked at him from the User list view in proof, it stated 'reviewer/approver' but clicking into his profile,...
We submit timesheets weekly. In the last couple of weeks I have seen 8 instances where the user entered an amount in their timesheet, and Workfront doubled the hours when the timesheet was saved. I am trying to work on this with support but wanted to see if anyone else has run into this. It is incon...
Hi--I'm very new to Workfront. I gather that you can't template the creation of programs (as you can with projects). I do see that you can use a kick-start to batch-upload programs. Is there a way--either in the kick-start process or after the programs have been uploaded--to bulk-add a custom das...
Hi All - please vote for this suggestion in the innovation lab! https://one.workfront.com/s/idea/0870z000000Xi4TAAS/detail It would be great if Managers in Workfront could see all of the tasks their Direct Reports are on, regardless of whether the full project is shared with them. Right now, in our ...
Hi Everyone, One of our designers and PMs are looking to speak with some customers who use Fusion about the Full-Text Search capabilities. They'd like to discuss the improvements needed in this area, as well as some potential new features. If you're interested, please sign up for a 30-minute sessi...