I had a question today from a PM: "how do I easily view weekly totals of planned hours for roles the same way I can for users?" My first stop was to load up the Scheduling area of the project but I couldn't find a setting that showed me that for each particular role without manually expanding each o...
Hello, I have been using a several calculated date/finance/ fields for a couple of years triggered by certain status (thanks, Melinda!). Example: I have a calculated field called Date Project Closed, that saves a timestamp in a locked custom field when the project went from Active/Current, to Comple...
I have a task report that lists the milestone tasks. This is presented to management on a weekly basis. I need to group these tasks by project name but also by program name. I have access to the programID via the project object. I looked to see if I could Group By the programID, but it is not select...
Hi Everyone, Hoping someone can provide me a advise on how to setting the report that show the planned hours for each assignee at the same task.If the task is more than 1 assignee? Much Appreciated. Thanks Annie Annie LI McCann Health
We need to collect information for email deployments in a custom form during the development phase of a project. We then need to attach that information to each deployment task assigned to our email team. My thought was that information on a project-level form completed during development would funn...
Hi Amy This is a real bugbear of mine! The unspoken assumption you are making is that there is a "field label" on forms and a separate field name in the backend database , or "API name" as you refer to it. That is a reasonable assumption to most people who have worked with databases previously and a...
Some PMs are missing predecessors when they initially set up their timeline. I want to use conditional formatting on the timeline view to flag any task that is missing a predecessor. The only task-based predecessor-related condition is 'pending predecessors'. Any suggestions for an approach? Catheri...
We need to build reporting that tracks when fields on a custom form are updated and who made the update. Any thoughts on an approach for this? Catherine Hayes Manager, Business Analytics and Project Operations The Channel Company Westborough MA
Its been a couple of years since my Workfront instance was initially configured and I'm looking to do some clean-up. I'm trying to figure out how to create a couple of reports that will show me 2 things: Job Roles that have no one assigned to them (we set up FAR too many) Options in a custom form...