For anyone using the Sharepoint Integration - Can a form be built in Sharepoint and feed into Workfront- and then work like a custom form so you can track and report against the values? Mohini Sinha, CSM Project Coordinator Excelsior College
Hi Reporting-gurus, Is there any way to create a Project report (Current projects), with Risks details? I've tried a Risk report, but I could only report on Projects with Risks, not a list of Current projects with Risks. I've also tried a Project report, but can only get certain Risk fields, and not...
I'll be taking the train in for the User Group meeting on the 21st. What is the best bus to get to the Chao Center from Harvard Station? Looking forward to meeting up next week! Catherine Hayes The Channel Company
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
Hello, I am trying to create an hours report that will be grouped by custom date ranges. For example, I want to group by fiscal quarter; Feb, March, April = Q1, etc. Any guidance on how to do this / if this is possible? Thanks! Alexi Glines iProspect
Has anyone created a printable, custom form for a quote sheet (budget)? We currently have an inelegant way of creating these - we enter all the expenses in the project's "Expenses" tab, change the view from "project owner" to "client", export it as an .xlsx file, import it back into an Excel templat...
Does anyone know how to pull the total from a report to a dashboard OR into another report? We have a report that lists all of our Portfolios and the hours allocated and hours used. I would like a dashboard or a report that just shows the total allocated and used overall, not listed out by Portfolio...
All, I have a question about how the time-off calendar works with tasks people are assigned to. If someone has days marked off on the calendar will their assigned tasks adjust accordingly? Someone in my group marked some days off for next week, but the task due dates didn't adjust. Did I miss someth...
Hi - We use project templates that having a marketing manager role which needs to be manually changed to the name of the person opening the project (project owner) when the project is opened. Is there a way to automate this so that either the project owner is automatically added to each task or even...
Hello, I need help pulling in the Project URL on a task report. Based on a "https://one.workfront.com/s/question/0D50z00006Px4JsCAJ/">previous, similar question , I am using the following custom text: displayname=Project URL textmode=true valueexpression=CONCAT("https://yourinstancename.my.workfront...