Skip to main content
C
CarolPe
New Participant
September 2, 2016
Question

Multiple Deliverables

  • September 2, 2016
  • 20 replies
  • 3343 views
We are a creative in-house services team made up or project managers, writers, editors, designers and production. We submit a Request for each deliverable. However, often times we have 10 different deliverables tied to one project. It's a pain to fill out 10 different Requests for each deliverable. Because we count how many projects we do, if we submit one Request and list multiple deliverables/assets in the one Request, it only counts as 1 deliverable. Any suggestions how we can submit one Request with multiple deliverables and have it count for each of the deliverables? We want to be sure each deliverable shows as an Active project, as well as account for it in our Reports. Thank you in advance. Have a great Labor Day Weekend.

    20 replies

    D
    DebbieSc
    New Participant
    September 30, 2021

    This seems like a basic need for all of us, to be able to count deliverables without having to create separate projects for each of them, which can be very cumbersome and time consuming, especially when it comes to deliverables like digital assets for social media and the like. I realize this conversation is five years old, but I am not finding many answers in the way of counting design deliverables (within a larger project). Has anyone discovered a solution?

      imgrund
      imgrund
      Employee
      September 30, 2021

      Debbie - how are you doing your projects? If you don't want to use template task ID as mentioned above, you could use a custom form field to say "deliverable" and mark that on the launch date (or maybe parent task if you group like that). You can easily make a view for the PM to "tag" the deliverable task. Then you do a task report and count up the tasks marked deliverable, and you should be good.

      The biggest thing, is you need to somehow tell Workfront what is a deliverable, and then you should be able to report on it.

      Hope that helps

      D
      DebbieSc
      New Participant
      September 30, 2021

      Sounds like I need to look up a Template Task ID to understand how it works and whether it would be something I could utilize to solve my problem. I had considered creating a custom form with the choice of "deliverable" and have it available within a column on the project (at task level). But as I understand it, both of these solutions still require a separate task to be created for each of these deliverables. Another challenge is - I don't think I can force the project owner to choose that drop down, which makes for less than accurate reporting, considering human error.

      So for example, I have an article project to be posted in several locations on Social Media. So the Article is the Project in this case, and currently I am using the word "Design" in the task names for IG, TW, LI, FB and running a task report based on the number of tasks with Design in the name. It's not a great solution, but I am getting by with it.

      However, it gets taxing for the specialists (who are creating their own projects) to list out each design deliverable as a separate task. It's also time consuming for the designers to interact with all those separate tasks.

      What I would love is to be able to add one design task in any given project, and yet be able to identify (and report) that within that project there were 17 unique design deliverable (without listing 17 separate design tasks).

      Am I asking for the impossible?

      D
      DavidCo3
      New Participant
      September 15, 2016
      OK, thanks Polly - will try that. Cheers
      P
      PollyCo
      New Participant
      September 15, 2016
      This is similar to Anthony's suggestion except it's more specific to the deliverable. The Parent task on each of the template identifies what the deliverable can be. Eg, Template Brochure has parent task Brochure, Template Flyer has parent task Flyer etc. You can then run a task report that only picks up how many specific Brochure, Flyer tasks there are. In Reply to David Cornwell:
      Hi Polly - that's interesting and could be very useful for us. I have a couple of queries: I know that if you have a project view or report and include the 'Template Category Name' field then you can see the multiple custom forms listed which have been attached to the project. My understanding of your solution is that you have a unique custom form on each template, and that by adding the deliverable-related templates and their custom forms to your project, you can see the deliverables per project. My question is - how do you report on them in order to see home many projects have 'Deliverable ABC' and how many have 'Deliverable XYZ'? Some of our projects have just one deliverable, and some have many deliverables and we would like to be able to report on this across all of our projects to see how many of each deliverable type we are working on. You said that you can "... run a report on how many times the template was used so it counts as your deliverable report" but I can't see how you can do that. Thanks, David.
      C
      CarolPeAuthor
      New Participant
      September 15, 2016
      David, great questions for Polly and I too would like to know the answers. Please be sure to keep me in the loop. Thanks in advance! Carol Peck Senior Production & Process Director Creative Marketing Solutions Gartner Tel +1 203 316 6509 Mobile +1 203 979 3296 carol.peck@gartner.com
      D
      DavidCo3
      New Participant
      September 15, 2016
      Hi Polly - that's interesting and could be very useful for us. I have a couple of queries: I know that if you have a project view or report and include the 'Template Category Name' field then you can see the multiple custom forms listed which have been attached to the project. My understanding of your solution is that you have a unique custom form on each template, and that by adding the deliverable-related templates and their custom forms to your project, you can see the deliverables per project. My question is - how do you report on them in order to see home many projects have 'Deliverable ABC' and how many have 'Deliverable XYZ'? Some of our projects have just one deliverable, and some have many deliverables and we would like to be able to report on this across all of our projects to see how many of each deliverable type we are working on. You said that you can "... run a report on how many times the template was used so it counts as your deliverable report" but I can't see how you can do that. Thanks, David.
      P
      PollyCo
      New Participant
      September 14, 2016
      We have several project templates based on deliverable type. We also accept requests with multiple deliverables and pull in the templates into the project as needed. If you do it this way, then you can run a report on how many times the template was used so it counts as your deliverable report. However, based on your earlier post, you want the request converted to several projects. It can still work with deliverable templates. Each of the deliverable template must have a custom project form associated only with the deliverable, picking up only the fields needed for the deliverable from the request form so that when the request comes in with let's say brochure, flyer and poster, you can convert each request to a brochure template project, a flyer template project and a poster template project. Each of these projects will keep the contents of the request forms that is only relevant to the deliverable. Each project can then have different timeline which is also based on your deliverable templates. You can then tie all of those projects together by having a custom field on the project form, maybe a docket number. With this, you can now then run a project report and it counts each project as deliverable.
      C
      CarolPeAuthor
      New Participant
      September 13, 2016
      Hi Amy Unfortunately, we have not yet figured it out and I’m not sure it will be doable. As I stated, we would like to fill out one ‘Creative Brief’ that has multiple components (i.e., brochure, flier, header, banner, etc), and have Workfront be able to count each of those components from the one CB. If we do figure it out or hear from someone with insight, I’ll be sure to let you know. Thanks. Carol Peck Senior Production & Process Director Creative Marketing Solutions Gartner Tel +1 203 316 6509 Mobile +1 203 979 3296 carol.peck@gartner.com
      A
      Amy_JoBr
      New Participant
      September 13, 2016
      Carol, Any luck figuring this out? We are also an in-house creative group and have the same need. Thanks!
      C
      CarolPeAuthor
      New Participant
      September 6, 2016
      Thank you Anthony Carol Peck Senior Production & Process Director Creative Marketing Solutions Gartner Tel +1 203 316 6509 Mobile +1 203 979 3296 carol.peck@gartner.com
      imgrund
      imgrund
      Employee
      September 6, 2016

      Sure. It is just one task with no duration or planned hours.

      Show more replies
      Terms & ConditionsAccessibility statement

      Loading footer...