I am attempting to pull in the name of the person who requested an issue into a project report. Current Steps Taken: Request/Issue custom form has calculated field with calculation as Entered By ID Project custom form has calculated field with calculation as the name of the issue field (to pull i...
Now then.... Can someone explain what's the difference between Actual Rev pulled on Project view from every single task and Actual revenue pulled from Hour Tab? Same questions coming if it's about Actual Cost... For some reason Actual Cost and Actual Revenue on a Task view t(to clarify that's a proj...
It appears you can only assign one scorecard to a project but I have a use case where we have one scorecard that asks a series of 26 questions that determine a project complexity score and another scorecard that asks 9 questions to determine project priority. Does anyone have a workaround other then...
The question of how to show the label vs the value in a dropdown has come to me several times in the past week so I thought I should share. Normally when you select this field in a report you will always see the labels. To instead show values you need a little text mode. If you select your US Sta...
Hello -- we are trying to mostly do away with the use of the Standalone WorkfrontProof product and purely work out of Workfront itself as not to bounce back and forth between two systems. A key for us doing this is building a Document Report that shows documents awaiting my approval in WorkfrontProo...
I was going thru the idea exchange this morning and came across this one. I know for myself that text mode reporting can be a stressful endeavor at times. Having a wizard that could help negotiate this hostile environment would be very helpful! Please upvote if you already haven't. Text Mode Wizard
Is it possible to access custom dropdown field values in a calculated field? Currently I am trying to create a calculated field that returns a value based on the value of a dropdown field, but every time I attempt to add the dropdown field to any expression, the system says it is an invalid expressi...
We are doing 2018 planning. Our portfolios and programs will not necessarily carry over from 2017. I would actually like to start fresh. Is there a way to deactivate portfolios and programs and start fresh so the old and the new don't get co-mingled? Any suggestions? We are also very strict about th...
hey sysadmins and other authorized WF contacts, I wanted to say thanks to those of you who reported "Error generating proof" messages to the helpdesk yesterday. By the time I reported my issue, my helpdesk tech was already familiar with the issue and we were able to jump past the opening formalities...
Hi All, I've re-read some posts regarding enterprise wide implementations. Can anyone share their experiences with setting up an enterprise wide governance board? Any documentation? How did you decide what are global settings/configs vs. local options? Thanks in advance! tks Karen Karen Rutz Harvar...