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Group sharing permissions update automatically as users are added or removed:

Sharing objects with groups ensures that access permissions are dynamically updated as users join or leave groups. This approach simplifies the management of permissions and ensures consistent access control across the organization.

The total number of available hours (AVL) for a user in Workfront can be affected by the following settings:

Time Off: If days are entered in the Time Off menu within a user's settings, these days will be excluded from the total available hours, reducing the AVL value.

FTE (Full Time Equivalent): If a user's FTE setting is less than 1, this indicates that the user is working part-time. This setting will proportionally reduce the number of available hours shown in the AVL column.

References

These settings are documented in Workfront’s user management and scheduling documentation, where the impact of time off and FTE adjustments on user availability is detailed​​​​.

Objective: Ensure that everyone in the organization can fill out the general project custom form associated with the general project template.

Form Sharing Settings:

Correct Setting: Update the form sharing to "Make this visible system-wide so that everyone in Workfront can see it".

Explanation: This setting ensures that the form is accessible to all users within the system, allowing anyone to fill out the form as required.

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.

Canvas Dashboards:

Canvas Dashboards provide users with the ability to build effective reporting visualizations, offering increased visibility and flexible layout options. They allow for the integration of various report types and interactive elements.

When an issue with a document attached is moved to a different project in Adobe Workfront, the document and any approvals associated with it will also move to the new project along with the issue. This ensures that all related information and approvals are retained and correctly associated with the issue in its new context.

Move the Issue:

Navigate to the issue that needs to be moved.

Select the option to move the issue to another project.

Verify Document Movement:

After moving the issue, check the new project to ensure the document is correctly associated with the issue.

Verify that any approvals linked to the document are also moved and remain intact.

References:

This behavior is confirmed in the Workfront documentation and issue management training guides, which explain how documents and approvals are handled when moving issues (Workfront Training Deck - Worker 2.15.23)​​.

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)​​.

The Workfront for Outlook integration enhances user experience in the following ways:

Updating Projects, Tasks, or Issues: Users can directly update existing Workfront items (projects, tasks, or issues) with information from an email. This seamless integration ensures that relevant email content is efficiently transferred into Workfront without needing to switch between applications.

Creating Workfront Requests: Users can create new Workfront requests based on emails received in Outlook. This functionality streamlines the request submission process, allowing users to quickly generate requests from their email content.

References

Workfront integration documentation with Outlook explains these features and how they improve user productivity by integrating email and project management workflows​​​​.

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​​​​.

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​​​​.