I found a few old threads that touch on this but I haven't been able to find a complete solution. We use job numbers to track and store production files. The Reference Number in Workfront is not suitable as we have no control over starting number or how it is calculated. I created a field in a custo...
Hi Everyone, I am looking for someone who is hopefully using this process who would be willing to share their setup/process. Our professional services department is looking to have 1 location where we can have a set of fields that our team needs in order to begin the services. Ideally, we would like...
HiWe have some our own old list of requests and looking recommendation to import in Workfront.How to import list of request from excel to Workfront?MvhKundan.
Hi WF Community, Does anyone know if I can do the following filter on a task report? Task planned completion date = $$TODAY+30d I'd like to filter tasks that have a planned completion date within the next 30 days. I'd like to avoid a static filter that uses the 'between' operator, as I would have t...
My teams utilize notes and attachments sections on Salesforce Opps, sometimes, we'd like those notes/attachments to automatically be added to the Documents section of a Workfront project.Has anyone tried this/knows if it's possible to do? Thanks so much!
I am trying to understand how Workfront can assist us in identifying projects that are in need of resources in the short term, without having the PM raise their hand. One way I was considering was monitoring the CPI on all projects. Currently CPI can compare actual hours v. planned, and can indica...
Just trying to create several iterations of the same report with different groupings for executives. I'm trying to add a grouping to an issue report that groups everything together by Owner of the Resolve Project. Though I can put this as output in a column in a report, I can't group the report by i...
Very soon, Workfront is releasing a feature where calendars have the option to ignore Actual Dates completely (YAY!!!) I'm curious, would people prefer the default to be No or Yes?