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TamBou
TamBou
Level 5
July 15, 2020
Solved

Custom Milestone View

  • July 15, 2020
  • 3 replies
  • 1056 views

Most views that come with Workfront (we're still in Classic) allow the ability to customize and save as a new one but it seems Milestone view does not. I'm sure it is a complicated view to create but we'd like to make two tweaks - add in project reference number to the left of the project name and increase the column widths.

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    Best answer by JillAc

    Doug kindly walked me through how to make a Matrix report that can emulate a Milestone report because in my case the Parent tasks were the same as the milestones, which set this up nicely. See the recording of how we did it. Thanks Doug!

    https://login.filesanywhere.com/fs/v.aspx?v=8c6b658c5d616eb3afa7

    3 replies

    E
    EricaFo
    Level 4
    July 16, 2020

    We are also still in classic and would LOVE a way to edit the milestone view and be able to customize it.

    @Tammie Bouchard‚ - Do you know if there are any ideas about this in the idea exchange? if not, maybe you could add one? I would definitely upvote it and support it.

      J
      JillAc
      Level 10
      April 5, 2021

      Bringing this to the top of the list. Has anybody found a way to customize Milestone View to add more columns?

      I just setup an entire new process around the idea of Milestones being an easy way to view the progress of a portfolio of projects, but the team wants to see some of the other fields from the custom form so they can more easily identify which project is which. I just got through telling them they shouldn't be keeping manual side spreadsheets to track these things when we can do it in Workfront. Except we can't.

      Help!!

        J
        JillAcAccepted solution
        Level 10
        April 8, 2021

        Doug kindly walked me through how to make a Matrix report that can emulate a Milestone report because in my case the Parent tasks were the same as the milestones, which set this up nicely. See the recording of how we did it. Thanks Doug!

        https://login.filesanywhere.com/fs/v.aspx?v=8c6b658c5d616eb3afa7

          TamBou
          TamBouAuthor
          Level 5
          April 8, 2021

          Thank you Jill and Doug for sharing!

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