Workfront

Good morning, Does anyone have or know how I could set up a report that will let me know when a project template has been updated? We have quite a few people with admin/manage access on our templates (I know, we are working on cutting that down but it will be a while before we get rid of some of the...

I need to report on projects that are missing specific expense types. For example, if merchandise was included in a project's statement of work, we expect to see something entered with the expense type "Merchandise". I've set up a filter below on a project report to show me projects where merchandis...

I want to get a short blurb by project from the Project Manager. My thought is to pull in the Last Condition Note and have PM's post it as an update but it will be wrong if the PM has to make another update. My second thought was to create a custom form but my concern is that I'll lose the historica...

Hi, my users would like the documents loaded as part of the requests to be automatically put in a specific folder when the request turns into a project. Is there any way to do that? Thanks Kristine Ross Great West Life & Annuity Insurance Company

Does any have a report that gives you the total number of current projects a user is on? All i'm looking for is for it to give me a User's name and the total number of current projects they are on. When I say "...they are on..." I mean that they can be assigned to a task in a project and not necessa...

Hi all, I may be doing this wrong... We've created a request queue for project requests. I was able to have that custom form data transfer from the issue (request) to the project conversion. However, I also need the info in the project custom form fields to transfer down to the task level custom for...

I feel like this has been discussed ad nausea based on the search results. However, just in case someone else has come up with something brilliant - does anyone know how to map out a custom date field onto a calendar? I want to map out a project based on a populated field 'Master Audit Cycle Date' -...

Hi everyone, I've searched the discussions pretty thoroughly and come up empty. I can't believe no one else has had to do something similar, so I'm hoping someone will be able to help me out or at least point me in the right direction. We have a relatively small, but detailed project work-breakdown ...

Hello Community! I am attempting to create a QA checklist in Workfront as part of a marketing campaign delivery process. My current effort is focused on doing this with a custom request form within the project, listing all checkpoints with an adjacent pass/fail selection. Assuming a custom form is t...

Does anyone know if it is possible when sending a report in Excel format out of Workfront to have the report also include The Summary Tab? You help is appreciated. Thanks Cliff De Jong Inland Empire Health Plan