llkastar.blogg.se

If the view is set to View by Project or View by Role, results will only be returned for projects where the user is listed as a Resource Manager, putting you right back at square one. With recent updates, however, any user with a plan license can get valuable information from the Resource Planner by setting the view to “View by User”. Formerly, this was limited to only users who were listed as Resource Managers on projects. (Note: this assumes your Workfront instance has completed the prerequisites needed for Resource Planning) The Resource Planner is a helpful widget in Workfront to manage the allocation of resources to projects and forecast their availability for future work. As a plan license user, view the resource planner by user Assign this to all of the parent tasks on your project templates and it will serve as a reminder/safeguard that these tasks are a summary of their child tasks and shouldn’t have a user assigned to them.ģ. To help prevent project managers and other users from accidentally assigning workers to parent tasks, create a job role titled “Do not assign – Parent Task”. The one task detail that can be independently edited on a parent task is the assignment however, when users are assigned to parent tasks we find that it often leads to frustration when they receive the inevitable error message for trying update the status or completion percentage. Make a placeholder job role to prevent assigning users to parent tasksīy default parent tasks can’t be updated or completed independently from their child tasks. Then, if someone attempts to delete the project this error message will display and the project will stay out of the recycling bin:Ģ. Simply go to the project, create a new billing record, and set the status to “ Billed”. Add a billing record to safeguard projectĪlthough Workfront has recently added a recycling bin feature, deleting a project can cause panic, confusion, and loss of productivity, especially if the project you just deleted was a request queue. Prevent any worry around losing key projects by adding a zero dollar billing record to them.Įven if your company or group isn’t using the billing record feature for its native purpose, it can be used here as an extra layer of protection against project deletion.