Hi We are about to start the final leg of our new website when all the creative teams have to kick in with writing and supplying photos, videos and other graphic elements. I think we can come up with a decent project plan to track milestones and deadlines, but the part that is feeling overhwhelming ...
Hello again, I am also wondering if there is a way to have a report show in a dashboard as both the details view in one section and then the chart view in another. I have added both to the dashboard and I can see you can change between the two, but I would like the report to auto load in the two for...
Good afternoon, I have created a report that I have group by program and then by status. But I want to dictate what order the statuses show up under the program. Such as Current, On Hold, Complete, Planning. Is there a way to set this? THank you, Kristina Kristina Walton Healthgrades
Hi, Is there a way to have request that come in start two days after they come in automatically? Currently all issues are coming in as past due right of the bat. Soukayna Oukhouya Navy Federal Credit Union
Does anyone know if I can add an excel sheet to a request queue. We have a form that clients fill out at an initial meeting and we want to be able to add that blank form to a request queue we have set up called new client. We already have it so you can add a document after the fact, but are looking ...
I need a capacity report that shows given timing of jobs and resources available, compared to the demand - so that we can accurately report the delta between the two. Are people just using the Resource Planner for this? OR is there another report that I can create? Julie Underwood Entrust Datacard
Hey everyone, With the new functionality to add a default custom form onto every new task in a project, we've found that the required fields on the custom form don't need to be filled out when you use the "Add More Tasks" button at the bottom of the project. Has anyone found a way to enforce the req...
OK i'm not seeing a way to do this and haven't seen it come up in the forums so i'm going to ask it. What i'm looking to do is change the team assigned to an issue based on the selected status of the issue. The flow i'm trying to create is Account submits issue request PM receives issue request and ...
Does anyone use Workfront to track a room or piece of equipment as a resource? For example, our AV Media team may need a specific type of equipment for a project and want to see if it is available. Is anyone using Workfront to track resources other than people? Cindy Mersch TriHealth, Inc. cindy_mer...
Hoping for some suggestions on the following please; We have a report set up showing the Regional Split where clients are placing work from, EMEA, Americas & Asia Pacific, on the custom form selecting a region then gives the option to confirm the country, e.g. select EMEA and then you see the list o...