Ok, I hope this makes sense....I have a report that compiles a lot of specific information on a list of portfolios our system. Most of the information is from the portfolio custom form. Each portfolio has a linked folder in the documents section, that holds files relevant to that portfolio. Typicall...
is there a way for just the documents icon to display in a task report? if i use the status icons i get all of the other icons i don't need. i know i can add a column for has documents = true, but that does not give me an icon i can click to easily get to the document without clicking into the task...
We're looking into using the XML for Outlook/Workfront Integration. We have some questions about it from anyone who has incorporated it into their company and use of Workfront. 1) The requirements appear to indicate it works only on Exchange 2016. Has anyone run it on an Exchange 2013 server? 2) W...
Any topics of interest for our call next week? Let me know if you need the Webex invite sent to you. I saw Vesco posted a question about automated PDFs that's still looking pretty lonely. Vesco if you're able to join us, let's chat about that. Maybe we just need some context on what you're looking f...
I want to be able to show different fields based on the queue topic. I have a custom field with the queue topic showing, but can't use it for the logic on a field. Is this possible?
We have people who manage resources that work on projects outside their Groups/Teams. When they want to see what their people are working on they cannot view everything. The only work-around we've found at this time is to share every project their people have work on but that is not a very elegant s...
Hoping someone out there has a similar use case to my own. As a large company we handle thousands of projects each year and even more deliverables that need to be reviewed and approved. Right now we are using Basic Workflows and the individual users have to add/remove users each time; upper leadersh...
Hi all! I´m trying to count how many licenses do we have in use / portfolio. I've been trying to create a report in multiple ways, but with no success. Mostly, my reports are based on logged hours within a portfolio, but it's still not there. I'm more interested to find how many users and job roles...