Which reporting element has an option of conditional formatting?
Conditional formatting in Workfront reports is an option available primarily in Views. This feature allows users to apply formatting rules to report data based on certain conditions.
Navigate to Report Builder:
Go to the Reports area and open or create a report.
Click on the 'View' tab in the report builder.
Apply Conditional Formatting:
In the View tab, you can add columns and set up conditional formatting rules.
Use the 'Add a Rule' option to specify conditions under which the formatting should be applied.
Set Conditions:
Define the conditions (e.g., if the value in a column is greater than a certain number, apply a specific color or style).
Save the View:
Save the view with the applied conditional formatting.
Detailed instructions on applying conditional formatting in views can be found in the Workfront documentation and advanced reporting presentations (Advanced Reporting - Monique Evans - Code Snippet - June 2, 2020).
An admin-level user has created a group status for tasks in projects. The admin notices in testing that the custom task status is only available in some of the projects with assigned Marketing team members.
Why is the group status missing in some projects?
Identify the Requirement: The admin notices that the custom task status is only available in some projects with assigned Marketing team members.
Understanding Group Statuses: Group statuses in Workfront are linked to specific groups and are only available in projects that are associated with those groups.
Review Project Details:
Check Project Association: Ensure that the projects where the status is missing are correctly associated with the Marketing group.
Update Project Details: If necessary, update the project details to associate them with the Marketing group. This will ensure that the custom group statuses are available.
Implementation:
Verify Group Settings: Confirm that the custom statuses are correctly set up for the Marketing group in the group settings.
Communicate with Users: Inform project managers and team members about the association requirements for using custom group statuses.
A project team has configured a Kanban board with columns for backlog, in progress, on hold, and completed statuses. The project manager wishes to automatically archive cards that have been closed for longer than two weeks.
What should the project manager change in order to make this happen?
Identify the Requirement: The project manager wishes to automatically archive cards that have been closed for longer than two weeks on a Kanban board.
Understanding Card Falloff in Workfront: Workfront allows for the configuration of automatic archiving (card falloff) based on the time a card has been in a specific column. This is useful for maintaining a clean and organized Kanban board.
Steps to Configure Card Falloff:
Navigate to the Board: Go to the Kanban board where the columns for backlog, in progress, on hold, and completed statuses are set up.
Access Configuration: Click on 'Configure' to access the board settings.
Select Cards: In the configuration settings, go to the 'Cards' section.
Enable Card Falloff: Enable the option for card falloff and set it specifically for the 'Closed' column. Set the falloff duration to two weeks.
Implementation:
Apply Settings: Save the configuration changes to ensure that cards in the Closed column will automatically archive after two weeks.
Monitor: Regularly check to ensure that the card falloff is functioning as expected and that closed cards are being archived after the specified time.
A project manager wants to track specific types of issues on a project along with additional custom fields for each type. What is one way to accomplish this requirement?
Identify the Requirement: The project manager wants to track specific types of issues with additional custom fields for each type within a project.
Understanding Queues and Custom Forms in Workfront: Workfront allows the creation of queues to manage different types of requests or issues. Queue topics can be used to categorize these issues, and custom forms can be applied to capture additional information specific to each issue type.
Steps to Create a Queue with Custom Forms:
Navigate to the Project: Go to the project where you want to track specific issues.
Create a Queue: In the project settings, create a queue.
Define Queue Topics: Set up queue topics to represent the different types of issues (e.g., Bug Reports, Change Requests, etc.).
Assign Custom Forms: Create custom forms with the necessary fields for each issue type and assign them to the corresponding queue topics.
Implementation:
Setup Custom Fields: Ensure the custom fields on the forms are configured correctly to capture all required information.
Test the Queue: Test the queue by creating sample issues to ensure that the custom forms are working as expected for each issue type.
Which Workfront objects can date effective billing rates be used with?
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.
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