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.
A project manager checks an Incomplete Tasks report and notices that several tasks are listed even though the items are marked as 100% complete. What column can the project manager add to the view to understand why those tasks are included in the report?
Even though tasks may be marked as 100% complete, their Status may still be listed as incomplete in reports if the task's status has not been updated to 'Completed.' The Status column provides insight into the current state of the task, which helps identify if the task is still listed as 'In Progress' or another incomplete status despite being marked as fully complete. Adding this column clarifies why the task appears in the Incomplete Tasks Report.
A marketing team determines that in the future, their projects must be reviewed by the Project Sponsor before the project is closed. What is the best practice to ensure that each project is properly reviewed and approved?
The best practice is to incorporate an approval process into the project template so that it is automatically triggered when a project reaches the completion stage. This ensures consistency and saves time by removing the need to manually set up approval processes for each new project. This approach also guarantees that the Project Sponsor's review is systematically included before the project is officially closed.
A task was originally planned with a 10-day duration and 40 planned hours. The client needs it done in 3 days.
What task setting needs to change to allow 4 users to complete this in less than 3 days?
When reducing the task duration and distributing the work among multiple users, changing the Task Duration Type to 'Calculated Work' allows Workfront to automatically adjust the duration based on the number of assignees (in this case, 4 users). This will enable the task to be completed within the new shorter timeframe without adjusting the total planned hours.
A project manager has set up and launched a new project for an annual marketing campaign.
Where can the project team locate their work requests?
Workfront provides multiple ways for team members to track and locate their assigned work. The primary tools include the Workfront Home area, which centralizes all work items assigned to a user, and email notifications that can alert users to new assignments or updates. Additionally, users can view specific tasks in the Project tasks list. Workfront Home is a key component for workers as it consolidates all active assignments and updates in a single view.
