Workfront

In our organization, each business unit (BU) has its own portfolio. Within these portfolios, programs are organized and aligned to the respective BU. However, is there a solution for a program to span across multiple BUs—essentially, for a single program to be associated with more than one portfolio?

Hello! We are beginning to roll out component based authoring for quarterly product commentary using Workfront custom forms vs emails and word doc attachments. Does anyone have a creative solution tracking changes to the text being authored as its being edited prior to submitting to the DAM for publishing? 

Hi, Can anyone help me with trying to get the document approval date to show in this field please? I've added {currentVersion}.{approvalDate} but it does nothing. I'm in a project report. displayname=Quote Approval Datelistdelimiter=<p>listmethod=nested(documents).liststype=iteratevalueexpression=IF(!ISBLANK({currentVersion}.{proofID}),IF(CONTAINS("Quote",{currentVersion}.{fileName}),{currentVersion}.{approvalDate},""),"")valueformat=HTMLwidth=200 ThanksMatt

Hi all, I need to be able to pull the first and second proof dates into a report. So far I have this which pulls in the current version, but I can't make it only look at the earlier versions displayname=1st Proof Datelistdelimiter=<p>listmethod=nested(documents).liststype=iteratevalueexpression=IF(!ISBLANK({currentVersion}.{proofID}),IF(!CONTAINS("Quote",{currentVersion}.{fileName}),{entryDate}),"")valueformat=HTMLwidth=200 ThanksMatt

Is it possible to format a Workfront (project) report to alternate row color to make viewing the data when scrolling right along the same line easier? Conditional formatting individual cells doesn't quite work since I'm not looking to color code based on data, simply add a background color to every other row.

Hi! Can the My Tasks widget (on the Home page) show tasks for projects that are in any status other than Current? Some users want to see tasks for projects that are set to Planned, On Hold, or Requested, but they don't.If it is possible to see tasks from those projects, what are some settings that could be preventing those tasks from appearing in the widget? Thank you!

Is there a way to view Programs in a calendar view (without purchasing Workfront Planning)? Is there a way to create a canvas dashboard or something?

Hi everyone, I’ve been experimenting with different ways to build Proof reports that show who has approved.In some cases, the reports only show one approver even though multiple people were involved across different stages. In other cases, the reports show multiple approvers, but some unrelated names appear that have nothing to do with the approval.Does anyone have a good example of a Proof report that clearly shows all the names of approvers and the exact date and time of their approvals? Or is this simply not possible? Thanks in advance!

Dear All, We have one custom field set up as typeahead. That is one which refers to one object such as user, company, etc. Referred object also has custom field itself. We are trying to get one custom field from the referred object. Would it be possible to confirm it is something which is supported by text mode? If yes, we would interested to understand how we should write text mode formula. We have used below formulation which is incorrect as it leads to blank result. It was not possible to find any link which would provide us some hint and we turn to the community for help. displayname=myfield2textmode=truevalueexpression={DE:myfield1:parameterValues}.{DE:myfield2}valueformat=HTML  Any help would be appreciated

We really enjoy the integration from Workfront and Microsoft Teams and Outlook (Well used to for Outlook before the Token situation) Will there be more updates? It would be great for reviewers to get notification when they are assigned to a proof... Things like that!

I've created a marketing demand plan but in the views area it's not allowing me to choose the Gantt and Calendar views.  See screenshot: Any suggestion as to what I need to do? 

I recently attended a virtual event where it was mentioned that the new Request Queue Dashboard will be officially released on 10/16. I've started exploring it, but the layout and functionality are quite different from the current dashboard we're used to. In our current setup, we're able to easily view the original request, the converted project, and the full project path. This structure helps us keep track of each project's status. In the new dashboard, everything appears to have a status of "In Progress," which makes it difficult to monitor where each project actually stands in its lifecycle. Is there a way to configure the new Request Dashboard to show similar details to the current version - specifically the converted project and its progress/status? Appreciate any insights or tips. Thanks!

Hello! I have an interesting request to capture all tasks that were closed over the weekend, specifically between Friday at 6 pm ET and Monday at 8 am ET. I think I can find a way to do this using Fusion, but I wanted to check if anyone here had an idea for creating a report in Workfront to capture this. 

how to add multiple people using a Bulk feature or Filter to the Assignments drop down in WF >> Solution to adding one person at a time, how do I create a bulk "team" group that would consistently be Assigned to Tasks?     

Helo ~ I am trying to add a column to a Proof-centric report that lists the name(s) of people tagged in a proof as a Reviewer. All I can seem to do is list the Approver. Has anyone done that?Thanks,~ Bradley

Are you responsible for training new Workfront users? Creating enablement materials can be time-consuming, but we’ve lightened the load by curating project templates to assist you with training new users in Workfront.We’ve created three project templates by persona:  Project Managers Workers / Assignees  Contributors / Requestors / ReviewersEach template provides links to foundational Workfront training for new users to utilize Workfront in accordance with their role. Feel free to add or remove links to help train users on functionality specific to your organization. When a user completes their assigned training project, they should have a solid understanding of Workfront and be ready to execute their work.Learn how to install a blueprint How to use the templates: Copy the template so you have the original to reference, if needed.Set your template task view to "Training Template," which is included in the blueprint.Customize to fit your organization s

If you've tried to report on these Billing Record fields and can't, please upvote this idea Billable Hours Billable Expenses Billable Revenues All native fields should be reportable

Hi everyone- Scenario: We use Workfront's queue feature as our intake form to manage our incoming project requests. Users from outside our organization submit via the queue, and we then turn them into project plans. There are a few fields which are crucial to our project maintenance, but are not fields we wish for those filling out the form to dictate. One example would be a rich text field that we use for "status updates". I am an admin, so created an admin only section with these additional fields, but I am realizing that my users can't see the content of it, nor can they edit the fields. Typically, we go over our workload using the report, and along the way, we add notes into this status update field. Has anyone found an easy way to integrate necessary custom fields without making them forward facing on the form that does not limit view and edit access to admins only? 

Welcome to the latest Expert Insights!  I’m Cynthia Boon, your “On-Demand” Workfront CSM and for this episode we have Workfront Text Mode Jedi, Katherine Lanning @katherinela, Workfront Solutions Engineer from IQVIA!  During this episode, Katherine shares her story, her passion for all things Text Mode Reporting, and demos how she built her “Sanity Management” Dashboard!  Check out the video here!  Text Mode can be challenging, but the rewards are amazing.  Just remember Katherine’s advice!  “If you can see it, you can change it.”  Flip into text mode on standard reports to see how columns are built.  Learn by tinkering.  Add fields, switch to text mode, and experiment to understand what drives the data.  Use plain language.  Title columns as questions or clear statements so non-admins can interpret them easily.  Add descriptions.  Customize hover text in text mode to explain data and guide users.  Make

Hello, Is it possible to create a report view that tells me the type of proof a teammate used on their document? Our team is trying to monitor process adoption and would like to know if folks are still using simple proofs vs advanced/automated. Thanks for you insight!

Hi! Has anyone used the Workfront calendar to show all birthdays of your team/dept/org?If yes, how do you set it up? We are currently using Workfront to show when people are out of office (they input their own time off). And, we are also using schedules to mark company holidays. Both impact hour availability (admin manage this one).It would be great if we can also see birthdays on there, which does not impact hour availability. Right now, we are toggling between the Workfront calendar and an external one. Appreciate any thoughts or feedback!