Question for the financial services group: What types of project documentation do you upload or do not upload into Workfront and do you use it for your system of record?
Anyone else not crazy about the new look? On first reading that there would be object labels within the breadcrumb, it sounded great.But looking at it in Preview, it feels messy to me. I would have preferred the labels appear when you hover over a breadcrumb item rather than always showing.Also, whe...
My initial thought it to run a Project report to change the field, and then run the Task report filtering for that field to update the assignee and status. Is there a better way to do this?
Hello... I have a question on a calculated field we have that pulls data from two different fields into one with the following If statement: IF(ISBLANK(CSBrand),BrandDepartmentNonAutomation,CSBrand) We've added a third variable, which is if both CSBrand and BrandDepartmentNonAutomation fields are bl...
Does anyone have any experience archiving all their Workfront projects? We're making some changes with our current set-up and need to archive all projects within our Workfront implementation that aren't Current. What's the best way to go about doing this? Easiest? We'd want to be able to re-import t...
I have a project report that lists tasks that are "can start" with an "{assignedTo}.{name}". The assignedTo is only working if a single person is assigned, no roles, no teams. Usually we have a role pre-assigned in the template and the resource manager just adds a user or team and leaves the role th...
I'm looking to understand what your best practice is for removing projects from the search functionality that are dated/no longer valid? Do you move them to another portfolio? Do something different? How are you successfully doing this without it impacting your YOY reporting?