Hello Community, Please consider the scenario in the attached file. There is an example of a view with two levels of grouping. I want to remove the grouping labels and just look at the information in this particular view. There is too much of a repetition, especially when all records in the view are...
Hi all Higher Education WF Users! We have been using WF for about six months. What reports have you used for metrics or to show leadership value? If possible, we love to chat with you! Thanks!
This seems like it should be easier, and I am having a hard time finding this. Can you report at a user level who has been switched to the new user experience? I can see the list in the Setup area, but with the number of users we have this is not helpful. I want to be able to look by home group who ...
Hi Everyone, We are looking for 3-6 project/work managers, people/team managers, or group admins to learn what metrics are important to you at the Program/Portfolio levels in Workfront. We would also like feedback on a new prototype related to Programs/Portfolios. The sessions are 45 minutes and the...
It's almost the end of 2020 (yay!) and it's about time to start capturing the work that you've been able to accomplish. If you're looking to review your processes and see what you've got set up, check out this blog about System Admin Best Practices. Annnddd, for a little more help on reports you mi...
Thank you to everyone who participated in our first ever leaderboard prioritization! We had over 70 organizations participate and prioritize. Out of the 10 ideas presented, we will incorporate 7 of the 10 into our product backlogs and will move them up in priority. Visit this link or see the table...
Hi everyone, Currently, we have created project briefs as a custom form at the "program" level of a project where it lives in "Program Details". Reference: https://prnt.sc/vvnr46 The issue is, we work individually on projects at the project level so it's not efficient since we have to always go ba...
As per the image, can anyone suggest a way to preserve the "stepped" nature of Cross Project Predecessor related projects (which have fallen behind) as opposed to the "overlapped" behavior shown, from a Projected Date perspective (despite recalculating timelines, and making the Cross Project Predece...
I've created a 'Program' custom form with several fields. I know I can bulk-edit existing programs within a portfolio to include/set the values for the custom fields. We'd also like to have this custom form automatically included in any new program that is created within that specific portfolio (ide...
Hi WF Community, My attempt at this request pretzeled my brain, so I'm reaching out to the big guns (here) to see if assistance can be provided? I have a project report, whereby I want to apply an EXISTS filter that will look the tasks within a project, and if a task name contains "QA", "Proof", or...