Workfront

Hi All, I am trying to allow for Request submissions from non-Workfront Users. However, the Direct Access URL option will not work as our instance of Workfront requires SAML 2.0 authentication for access. Given that limitation, are there any options that will allow for outside users to submit Reques...

I am auditing our custom fields and looking to retire the ones that aren't in use. In the Custom Fields tab in the Setup Area, I have a view that allows me to see which custom forms are using that field. I started by exporting that view in an excel file, then sorting the data to see fields that aren...

I'd love for my weekly status report to include a column with team members names. And I'd also like the report to be color coded by status, i.e. On Hold in blue, Current in pink, etc. I wasn't able to find these options when setting up the report. Can anyone suggest how to do this? Please and thanks...

I am trying to import a large number of projects from another system using the kickstart. One issue I am having is I have set the setScheduleMode to Completion Date, but the import continually sets it as Start Date. Is there another setting I am missing in order to get the Completion Date set on my ...

Hi everyone, I would like to be able to create a column that allows me to show the last date of a project being updated by a specific user - namely: me. I want to have an easy way to cycle through projects that might need updating or have not been checked by myself in the last month. The last update...

One of our project managers deleted a proof accidentally. We were able to recover it from the trash, and then she "restored" it. But it's not appearing in the project it was associated with. How does one put a deleted proof back into the project, WITH all the comments. ps we don't want a pdf version...

Has anyone noticed that the tasks have been reordering in the projects while entering a project? Do you know why this is happening and how to stop it? Thank you! Emily Byrne The Starr Conspiracy

I have a number of users who are appearing as unregistered but they have login counts and have been included in several projects. I've looked at their api and they do have passwords. What leaves them unregistered and is there a way to "recalculate" so that they are no longer appearing as unregistere...

The access levels report doesn't give me enough info about the settings on each access level. "Field Access Privileges" is the most detailed field, and it's still not enough detail. Has anyone any successful workaround for this? -skye

Hi Folks, Budgeting Best Practices within Workfront is an interesting topic, but one I've not read much about within community.my.workfront.com, so I decided to post the advice I just gave a new client (below). In their case, they've set up Portfolios, each with a Budget on them (under the Portfolio...