I'm aware of the limitation of the Resource Planner from a reporting perspective but wanted to know if there is the possibility of creating a custom form pulls utilization data that I can use to graphically represent the Resource Planner data within Workfront. I was toying with the idea of creating ...
Hello Nerds (you know who you are...), A few months ago, this TLS 1.2 to be required in Workfront announcement prompted me to have our data center team upgrade our entire server farm to the latest and greatest version of everything which I'd been putting off (given the time and expense involved), bu...
Hi! I'm having trouble creating reporting that weighs progress (in this scenario, the number of deliverables in progress or completed, which we track at the project level) against a certain goal (a number field at the program level). For our marketing offering, we can only fulfill so many deliverabl...
Hi Everyone! Here is the information about how to link directly to a custom form that I was discussing at the user group last week. First create a calculated field on a custom form that you would like to reference. Paste this code into the calculation field: CONCAT("https://{your domain}.my.workfron...
Is there a way to automatically send an email notification to a specific user once a task level custom form has been filled out? We have a form that we are asking people to fill out and then send an update letting us know it's completed but they keep forgetting to send the update after they fill out...
Hello Community, I would like to display the text of the latest portfolio update in a report, but I cannot find a way to do this. Can anyone point me in the right direction? For example, when an update (comment) is added to a project, there are several options I can select when building a report tha...
Hello, recently one group within a shared instance of Workfront changed a field name both groups were using because it looked to them as only they were using that field. Our IT and Marketing departments are two different Workfront Groups using the same Workfront instance. Within Setup - Custom Forms...
I am trying to create a field on a report that will display certain text based on a condition test. I do not get an error message or a any results in the column. I have tried to use a simple single IF statement and still get the same results. The below statement is what I am trying to get to work. I...
I'm encountering an issue when converting a request to a project, and also using a project template, the project does not calculate from the date the project is launched. (ex. The project has a completion date on 10/31/19, I launch the project on 10/14, the first project task is automatically set to...
Good Morning. I am new to the group so be gentle. Is anyone using Autosave? I find it cumbersome and not very useful for "What if" scenarios. It seems limited in what it can do. I am trying to "What if" I add a new series of tasks. It seems to only take one task successfully. Multiple tasks reorder ...