A creative team accesses their assigned work in a My Tasks list report. The team would like to easily see any New tasks highlighted for visibility. How can the project manager accommodate the team's request?
To meet the team's request for highlighting new tasks, the most effective solution is to create a View that uses Column Rules. These rules allow for conditional formatting based on task criteria, such as highlighting new tasks in a specific color for easy identification. This approach enhances visibility without requiring the creation of filters or new reports, and it makes it easier for users to see relevant tasks within their existing task lists.
A portfolio owner has asked to see milestone statuses for all projects in their portfolio. The report must filter out any complete projects. What steps should the project manager take to create this view?
The best way to display milestone statuses for projects in a portfolio, while excluding completed projects, is to create a Project Report. By setting filters to exclude completed projects and selecting the appropriate Portfolio Owner ID, the report will display the relevant data. Additionally, enabling the Milestone view in the report ensures that the portfolio owner can easily track project progress and statuses.
Due to a time sensitive shift in priorities, the timeline of a project needs to be adjusted. What step should the Project Owner take before adjusting the task timeline to avoid sending notifications to the project team?
In Adobe Workfront, to avoid sending unnecessary notifications when adjusting timelines, the Recalculate the project timeline option is used. This ensures that the timeline is updated appropriately based on the changes, but it prevents the system from sending notification alerts to the project team. Recalculation helps align task dependencies and timeline adjustments, preventing confusion among team members.
An executive wants to see the actual cost of projects within a selected portfolio, allowing for multiple reports with the option to select a specific portfolio, sorted in a descending order, so the most expensive projects appear on top. Which steps should be taken to create this report?
To meet the executive's request, the best approach is to create a Project Report in the Reports area. Adding a column for Actual Cost and sorting it in descending order ensures that the most expensive projects appear at the top. Additionally, by adding a prompt for Portfolio Name, the report can be filtered by the specific portfolio, allowing for tailored views across different portfolios.
A project manager needs to see specific tasks and issues across all of their projects in a single view. The project manager only needs to see tasks and issues that are currently pending approval, and the results should be grouped by project. What steps should the project manager take to create this view?
The most comprehensive approach is to create two separate reports---one for tasks and one for issues---with filters set for 'Pending Approval.' Grouping the results by project name ensures that the project manager can see all relevant tasks and issues organized per project. Adding these reports to a dashboard consolidates the information into a single view, providing easy access for tracking pending approvals.
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