How to mark a project as Internal or External

Question

I'm really new Workfront and still finding my feet. Can anyone advise how best to flag our newly created projects as either Internal or External. I would like to be able to filter at the end of the year to see how many of each event type we delivered. I am thinking it must be done when creating a new project but i can't see that option with what we have set up currently. Could a custom form be created just for that and how could i report on event type? Any help appreciated!

KierstenKollins · Accepted Answer

Yes, you can create a custom form and have a custom form field asking "Is this and internal or external project?" and have the person filling out the form answer this question. I would make this a required field so you have this data when it comes time to report out on your projects.

When reporting, you can apply a filter to separate out the internal and external request or do an overarching report with a stacked bar chart showing internal vs. external.

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