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Benefits Realization Report

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Level 2
Hi All, I've created a custom form in Workfront that is attached to business cases to outline what benefits will be realized for the project. I would like to create a report that lists out the project along with the values filled out in that report (example of what I'd like the report to look like included). I've built a test report but it seems that the width of the report would be entirely too long. On top of that not all Benefit types apply to every project, the report would have a lot of empty fields. Finally, I think that the structure of the custom form may be the reason why the "Nature of the Benefit" can be separated on to separate lines. See example of report and custom form included. Any guidance you can give me would be great. Dawn McPherson Texas Dow Employees Credit Union
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Level 10
Hi Dawn, Please have a look at my ""https://workfrontpro.com/2018/12/05/shared-columns-how-to-video/">Shared Columns How To Video ". The (rough and raw) screen recording walks you through setting up and managing shared columns. Narayan Raum "https://suntrustedo.my.workfront.com/dashboard/view?ID=5c1bf1f90046e70adeecf882731a47b9"> Workfront Center of Excellence Delivery Lead Enterprise Data & Governance Execution (EDGE) SunTrust Bank

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Level 3
Narayan this video was very helpful as I had a similar problem. Do you have other videos to share? Theresa Gibson Reed Technology and Information Services Inc.