Workfront

Has anyone successfully integrated their Workfront platform with a financial system for billing, invoicing clients, purchase order management, etc.? Please reach out to hmargrill@concentrichx.com or (917) 546-4482. As the system administrator for my agency, I would love to pick your brain before we ...

Does anyone know of a way to find out who has customized their views in Workfront. I mostly need to know if there's a flag that tells me if someone has added or removed tabs from their Global Nav bar. We don't use the Timesheets tab so we are planning on applying a Layout Template that removes it fr...

QUESTION: How do I display status changes and document uploads in a report? PREVIOUSLY: We had a report that filtered the [Audit Type] field for "Attachment Action" but it appears that's no longer working correctly. WHAT I'VE DONE: I created a Notes report with no filters just to see if I could see ...

I've created an Assignment report, grouped by Assignee, but it's only including the Task Owner when 2 folks are assigned to the same task. Is there a way to show both Assignee's? Chandra Asken San Francisco Symphony

I'm trying to filter by task status in a Document Version report but am having trouble. Here's the code I was using: document:task:status=CPL document:task:status=notin I'm getting an error and the report refuses to load. I was able to pull in a custom column using text-mode: displayname=Task St...

Our organization has a desire for adding a custom field under Project Details. Essentially we will use this custom field to tag projects. With this custom field (i.e. tag) we will desire to pull this data into a project report. Thanks. Stephanie Wirth Applied Analytics

Hello! I'm looking to create a report that can tell upper management if their team's a staying on top of their tasks and completing them timely. Is this possible in a report? Nicole Hallahan Avid Marketing Group

Hello all, I'm working on a new user report, and in that report I want to include the total Hours from a timesheet. Here's the code that I'm using displayname=All Hours link.linkproperty.0.name=hours link.linkproperty.0.valuefield=hours link.linkproperty.0.valueformat=double link.lookup=link.view li...

I feel like I'm missing something obvious but is there a way to have a count of the total number of issues on a project? I can only seem to pull the number of open issues. I wanted to create a report that pulls any projects with > 8k issues as a warning to admins that we need to make a new queue sin...

Hi there! I have a user asking me if there is a way he can get notified on every new document that is added to projects he owns. I took a look at his notification settings, and I saw a setting for this on the issue level, but not the project level. Any thoughts? Thanks! Jessi Jessi Volaric