Deactivate the user to avoid loss of data:

Deactivating the user keeps all historical data intact while freeing up their license for reassignment. This method ensures that the user's contributions and project histories remain accessible for reporting and auditing purposes.

Objective: Track project metrics based on the submitted request without allowing the requester to fill in this information.

Configuration Steps:

Step 1: Create a Custom Form with the necessary metric fields.

Step 2: Do not include these metric fields in the part of the form visible to the requester.

Step 3: Add these metric fields to the project details section instead.

Explanation: This ensures that the requester does not input the metric information, but the information can still be tracked and recorded as part of the project details.

When building a custom form in Adobe Workfront that uses display logic and skip logic, developers need to consider the following:

When copying an old form:If you copy an existing custom form that includes display logic or skip logic, these logic settings will not be transferred to the new form. The logic needs to be manually recreated in the new form to ensure it functions as intended.

Skip logic limitations:Skip logic does not operate effectively with certain elements like widgets or section breaks within the form. This limitation means that skip logic cannot be applied to control the visibility or behavior of these elements, potentially impacting how the form is structured and functions.

References

These considerations are detailed in advanced reporting and form customization documentation and have been highlighted in various Workfront admin training sessions​​​​.

When creating a chart in an Adobe Workfront report, a key requirement is that at least one grouping must be defined. This is necessary because the chart needs a way to organize and display the data visually, and groupings provide the categories or series that the chart will use to aggregate and represent the data.

Open Report Builder:

Navigate to the Reports area and create a new report or edit an existing one.

Define Grouping:

Go to the "Grouping" tab within the report builder.

Add at least one grouping to categorize the data. This could be based on any field relevant to the data you are reporting on, such as project status, task owner, etc.

Create Chart:

After defining the grouping, switch to the "Chart" tab.

Select the type of chart you want to create (e.g., bar chart, pie chart).

Configure the chart settings, ensuring that the defined grouping is used for the chart's series or categories.

Save the Report:

Save the report to ensure that the chart is correctly configured and displayed based on the defined grouping.

References:

This requirement is covered in the Workfront documentation and training materials that explain the prerequisites for creating charts in reports (Webinar - Admin Essentials - User Experience - Apr 27, 2022)​​.

To address the visibility issue for team managers:

Update Access Levels: The system administrator should configure the access level settings for project owners to automatically grant view access to their team managers upon project creation. This ensures that team managers have immediate visibility into all projects their teams are working on without the need for manual sharing.

Streamline Collaboration: By automating this process, it eliminates the need for team managers to request access manually, thereby improving collaboration and reducing administrative overhead.

References

Workfront's best practices on managing access levels and permissions provide guidelines for configuring automatic access to enhance collaboration​​​​.

Objective: Configure Workfront to allow external agencies to collaborate with the core organization while restricting interaction between different external agencies.

Configuration Steps:

Step 1: Set up each external agency under their own Companies and Groups.

Explanation: This separates the agencies structurally within Workfront, making it easier to manage access.

Identify the Requirement: The client needs to track "breaks" during the employees' workday to report on utilization. This requires a way for employees to log their break times accurately.

Understand Workfront's Time Tracking Capabilities: Workfront allows the creation of different hour types which can be assigned to timesheets. This flexibility helps in categorizing time entries for various activities, such as work, meetings, training, and breaks.

Creating a "Break" General Hour Type:

Navigate to Setup: As a system administrator, go to the Setup area in Workfront.

Access Hour Types: Under the "Timesheets & Hours" section, select "Hour Types".

Add New Hour Type: Click on the option to add a new hour type.

Define Hour Type: Name the new hour type as "Break". You can provide a description for clarity. This will help users understand that this category is specifically for logging break times.

Save the Hour Type: Ensure to save the new hour type so that it becomes available for timesheet entries.

Assigning the "Break" Hour Type to User's Timesheet Profile:

Navigate to User's Profile: Go to the user's profile settings.

Edit Timesheet Profile: Within the profile, locate the section for timesheet settings.

Add Hour Type: Include the newly created "Break" hour type to the list of available hour types that users can select when logging their hours.

Save Changes: Ensure that all changes are saved so users can start using the "Break" hour type in their timesheets.

Implementation and Training:

Communicate with Users: Inform users about the new "Break" hour type and provide instructions on how to log their break times in their timesheets.

Monitor Utilization: Track the usage of the new hour type to ensure that it is being utilized correctly and effectively for reporting purposes.