License types that allow report creation:

Users with Plan and Standard licenses in Workfront have the capability to create, edit, and delete reports. These licenses provide the necessary permissions for advanced reporting functionalities.

To update the link for an external page on a dashboard in Adobe Workfront, follow these steps:

Navigate to the Dashboard :

Go to the dashboard that contains the external page with the broken link.

Edit the External Page :

Locate the title area of the external page widget.

Click the gear icon (settings) in the title area to edit the properties of the external page.

Update the URL :

In the properties window, find the field for the URL.

Enter the correct URL that points to the desired content.

Save the Changes :

Save the changes to update the external page with the new URL.

Verify that the external page now correctly points to the updated content.

References:

Detailed instructions for updating external page links can be found in the Workfront documentation and system administrator guides (2.28.23 - The Case for FT Sys Admins)​​.

For the successful conversion of requests to projects using a template, it is essential that the Triage team is properly set up in Workfront. Specifically:

Part of the Routing Rule : The Triage team must be included in the routing rule on the request queue. This ensures that the requests are directed to them for review.

View Access on Templates : The Triage team needs to have "view" access to the applicable templates. This access allows them to utilize the templates when converting requests into projects.

References

Workfront documentation on setting up request queues and routing rules highlights the importance of including the correct teams and assigning appropriate access rights​​​​.

 Objective : Make a request queue visible in the system.

 Necessary Actions :

Action 1 : Check the box to publish as a help request queue. This action makes the queue available for users to submit help requests.

Action 2 : Ensure that the queue project is within a status that equates to Current. This ensures the project is active and visible to users.

Explanation : Both actions are required to ensure the request queue is not only visible but also active and functional for users.

Identify the Requirement : The admin needs to set up an Automated Workflow Template and ensure that the design team can view the new templates.

Understanding Sharing Mechanisms in Workfront : Workfront allows administrators to share templates, projects, and reports with specific users or groups to ensure visibility and collaboration.

Creating the Automated Workflow Template :

Navigate to Templates : In Workfront, go to the Templates section.

Create New Template : Select the option to create a new workflow template.

Define Workflow : Set up the workflow steps, including tasks, approvals, and dependencies, as required for the design team's processes.

Save the Template : Ensure the workflow template is saved correctly in the system.

Sharing the Workflow Template :

Select the Template : Go to the created workflow template in the Templates section.

Share with Design Team : Use the sharing options to specifically share the template with the Design Team group. This ensures that only the design team has access to the new workflow template.

Set Permissions : Define the level of access the design team will have, such as view, edit, or manage permissions.

Communication and Training :

Notify the Design Team : Inform the design team about the new workflow template and how they can access and use it.

Provide Training : Offer training sessions or materials to help the design team understand how to use the new automated workflow template effectively.

When organizing projects using Portfolios and Programs in Adobe Workfront, two key considerations apply:

Portfolios are containers for Programs: This means that programs are organized within portfolios, and a portfolio can contain multiple programs. This hierarchical structure helps in managing and aligning various programs under broader strategic initiatives represented by portfolios.

Projects can be associated with only one Program or Portfolio: A project can be linked to a single program and, by extension, to the portfolio containing that program. This ensures clarity in project alignment and reporting within the organizational structure.

References

These considerations are discussed in the Workfront training materials and documentation, which explain the hierarchical relationships and constraints for using portfolios and programs to organize projects​​​​.

To export all calculated custom fields and associated custom expressions to an Excel file, the system administrator should:

Create a Parameter Report : Generate a parameter report within Workfront, filtering it to include only those parameters where the type is "Calculated."

Export to Excel : Once the report is generated, it can be exported to Excel. This method provides a comprehensive list of all calculated custom fields and their expressions, which can then be used to create a data dictionary.

References

Workfront documentation on creating and exporting parameter reports includes instructions on filtering by parameter type and exporting data to Excel​​​​.

 Objective : Import new data or export existing data using a specially formatted Excel spreadsheet in Workfront.

 Feature :

Kick-Start : This feature allows system administrators to import and export large amounts of data using Excel spreadsheets formatted according to Workfront's requirements.

Explanation : Kick-Start is a native feature in Workfront designed for bulk data import and export, making it suitable for onboarding and data migration tasks.

Date-effective billing rates in Workfront are applicable to the following objects:

Companies: Allows setting specific billing rates for different companies.

Users: Enables individual billing rates based on the user.

Job Roles: Provides the ability to define billing rates based on job roles, ensuring accurate billing for various roles within the organization.

These settings ensure that billing rates can be adjusted and applied accurately across various entities within Workfront, allowing for flexible and precise financial management. This information is confirmed in Workfront's advanced training documentation and usage guidelines for billing rates​​​​.

 Objective : Ensure consistent project data fields for use in project reports.

 Options :

Option A : Custom fields within the Custom Form can be pre-populated with data.

Explanation : Pre-populating custom fields ensures that the data is consistent across all projects, facilitating accurate and consistent reporting.