Workfront

Hi I'm not sure whether this is even possible. I have got a custom date field on the project level called Backlog Completion Date. I need to group them by in the future (OK), in the past (in backlog) or within the next 7 days (At risk) I need to make a custom grouping based off of this with the foll...

Hi All, Is it me or did the edit function for updates have disappeared? In the previous release, you can edit your Updates (message) after you entered it. Now it seems that you can only trash it. It could be me, so help on this is greatly appreciated. We currently have use cases where a thread was s...

I'm looking for recommendations are best practices for managing custom fields (identifying fields that were created but never used, sun-setting fields no longer used, etc) especially if your implementation spans across multiple departments. Thanks! Catherine Hayes The Channel Company

Months ago I created a scorecard before and then deleted it. Now when I'm in Setup I don't see an option to create a Scorecard - did it move? Am I missing a setting? HELP! Theron

Has anyone created a report to show outstanding proofs by owner? If you have, are you willing to share your report or provide details on how to build the report. Any guidance will be greatly appreciated. Thanks! Stephen Jonas Manager, Communications Resources & Programs Hawaii Medical Service Associ...

Hello, My company is looking into using Tableau to help with the creation of more visual reports. Right now we're in the discovery phase and wanted to reach out to the community to hear others experiences with Tableau. How was it to integrate/connect it to Workfront? Is report creation as easy as th...

Hi, I would like to create a report which will give me expected/future revenue from my portfolio of projects and I am trying to create a custom calculated column in a report using Task:Planned Cost minus Actual Cost but getting a blank column. Has anyone ever managed to do this please? I am using Te...

Hi there, Has anyone carried out an integration with another application that has improved the visualisation of some workflow processes for users?/Have you built a bespoke userface for users who struggle with Workfront? We currently have some teams who struggle to use Workfront. They want a better w...

I think you could combine the report from the thread below with a layout template which provides a dashboard + report. Using the $$user.id wildcard in the report creation will allow each user to see proofs specific to them https://one.workfront.com/s/question/0D50z00006Px4Z3CAJ/ In my experience you...

Hi there, This is the first time I'm participating in a discussion, so please bear with me. I'm trying to figure out a way to keep track of our invoices and track our budgets for each of our projects. I've searched the Help feature on the Workfront Customer Experience site to see if there was anythi...