Workfront

Is there any way to insert the resource planner or scheduling info from the People tab into a dashboard. We currently have an intake dashboard with five homebrewed charts about quantity of projects assigned to users. I'd like to transition to using the resource planning tools. It'd be great is we co...

Hi All, This is likely a basic question, but I couldn't find any documentation on how to subtotal within a matrix report. I am trying to build a report with user hours by project and a prompted date range/team, and it would be helpful to have a subtotal of hours by user. If someone could point me in...

Hi all Have had a question from one of my designers and think I already know the answer is most likely no at present. However I thought I would pu it out here anyway. So here we have WF, Proof and DAM. When in Proof the team have asked if there is a way to get the task status to move from 'In Design...

I have a need to identify the number of rounds a task is worked within a specific project - specifically related to approval loops. That is, I'd like to track the number of times an approval is rejected before it is approved. Is there a report that can aggregate this data or, at minimum, a way to se...

I have a team member who will be out on maternity leave next week. We have a variety of people covering her projects while she is out, and trying to figure out the best way to handle this through Workfront. My initial inclination was to leave her as project owner and share the project (with manage p...

Hi guys, We are looking into potential ways to modify our current invoicing process. We do not really have any experience with Workfront billing at this time, but I have been reading up on it and working in the Sandbox. We have an entire sector that does not bill by hours, so we cannot assign a cost...

Greetings from San Diego! Can someone please tell me clearly and precisely the logic and actions behind Pinning? This Task is already on my Timesheet: What does clicking the pushpin icon actually do? And then of course, I have Tasks that already have the pushpin ... Why do those Tasks have the pushp...

We would like to create a survey to be sent to job requestors after a job is completed in Workfront. Current solution is to manually send out Survey Monkey links that are one-size fits all and requires the user to enter the job name and number. Wondering if there is a way to automate the survey dir...

I am trying to do a TASK kickstart that would include a Job Role as the Assigned To. Is this possible? If I use the Job Role ID in the Assigned to field I receive an error. If I use an individuals ID, it works. If I leave the field blank, it works. Anyone have an idea of how to include Job Roles as ...

We have a use case where an end user has read only access (can enter comments in Update stream). The user can only see Issues where they are the Primary Contact. I'm doing some testing and finding a few potential access issues. The user is able to click their avatar and select My Settings. The users...