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Project status and timesheets:

For tasks to appear on a timesheet, the project status must be set to "Current." If the project status is anything other than Current (e.g., Planning, Complete, or On Hold), tasks from that project will not automatically populate the timesheet.

Identify the Requirement: The differences between tasks and issues need to be clarified.

Understanding Tasks and Issues in Workfront:

Tasks: Represent planned work and are created within projects. They have specific start and end dates, assigned resources, and dependencies.

Issues: Represent unplanned work that arises and needs to be addressed. Issues can be created within projects or as standalone items and often require immediate attention.

Key Differences:

Creation:

Tasks: Can only be created within the context of a project. They are part of the project’s planned workflow and structure.

Issues: Can be created within projects or attached to tasks. They provide a way to log unplanned work or problems that need resolution.

Nature of Work:

Tasks: Represent planned, scheduled work that follows the project timeline and milestones.

Issues: Represent unplanned, often urgent work that needs to be addressed outside of the planned workflow.

References: Documentation on managing tasks and issues in Workfront can be found in the Workfront Help Center and training materials provided during onboarding and ongoing education​​​​.

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.

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​​​​.

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.

Objective: Ensure users have access to use a new project template and the projects created from it.

Configuration Steps:

Step 1: Configure Project Sharing

Explanation: This setting ensures that users can access and use the projects created from the template.

Step 2: Configure Template Sharing

Explanation: This setting ensures that users have access to the template itself, allowing them to create new projects from it.

Objective: Identify prerequisites for using the Resource Planner and Workload Balancer.

Prerequisites:

Prerequisite 1: Job Roles assigned to Tasks

Explanation: Assigning job roles helps in resource allocation and planning within the Resource Planner and Workload Balancer.

Prerequisite 2: Task Planned Hours greater than zero

Explanation: Tasks need to have planned hours to be considered in the resource planning and workload balancing.

Prerequisite 3: Task Durations greater than zero

Explanation: Tasks must have a duration set to be included in the workload calculations.

Objective: Understand how requests are routed when the default assignee in a routing rule is deactivated.

Routing Behavior:

Explanation: Workfront does not automatically reassign requests when the default assignee is deactivated. Requests will continue to be routed to the deactivated account unless manually reconfigured.

To create a new hour type named "Training and Certifications" for the creative services team, the system administrator would need to take the following steps:

Navigate to Hour Types:

Log into Adobe Workfront as an administrator.

Go to the Setup area by clicking on the Setup link in the upper-right corner.

Under the "Timesheets & Hours" section, click on "Hour Types".

Create a New Hour Type:

Click the "New Hour Type" button to create a new hour type.

In the Name field, enter "Training and Certifications".

Set the Hour Type as General:

In the Hour Type settings, ensure that the "General" option is selected. This ensures that the hour type is general and not tied to specific billing or project-related activities.

Select “General” from the available options. This categorizes the hours as non-specific to a particular project or client work.

Uncheck the "Count as Revenue" Box:

There is an option labeled "Count as Revenue" which, if checked, considers the hours logged under this type as billable revenue. Since training and certifications are not revenue-generating activities, this box should be unchecked.

Ensure that the "Count as Revenue" box is unchecked to prevent these hours from being considered billable.

Save the New Hour Type:

After configuring these settings, click "Save" to create the new hour type.

Ensure all necessary details are correct and then save the new hour type.

These steps will create a new hour type named "Training and Certifications" that appears on timesheets, allowing the creative services team to log hours for their training and certification activities.

References:

The steps for creating and configuring hour types can be found in the "System Admin Essentials" section of Workfront documentation and training materials, which cover detailed administrative tasks (Webinar - Admin Essentials - User Experience - Apr 27, 2022)​​.

In Adobe Workfront, if a portfolio manager deletes a portfolio, the immediate effect is that all programs associated with that portfolio are also deleted. However, the projects associated with those programs remain intact but will no longer be associated with any portfolio or program unless they are reassigned. This hierarchical deletion ensures that while the structural organization (programs) under the portfolio is removed, the actual project data remains unaffected and can be reassigned or restructured as needed.