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?
Answer : B
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.
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?
Answer : A
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.
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?
Answer : B
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.
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?
Answer : C
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 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?
Answer : D
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.
How would a project manager create a custom Workfront report to show information about issues logged to the projects they own?
Answer : C
To create a custom report in Workfront that focuses on issues logged to projects, the project manager needs to create a new Issue report from the Reports page. By applying a filter based on the Project Owner ID and grouping the report by project name, they can track all the issues associated with the projects they own. This approach provides clear visibility into project-related issues.
A task owner has Time Off logged in Workfront for all of next week. The owner has a task that is planned to start and is due while she is out.
What action should the task owner take?
Answer : B
In Workfront, when a task owner is unavailable due to time off, they can update the Commit Date to reflect when they are available to work on the task. This prevents delays and ensures the task is completed within a revised timeline. The Commit Date feature is designed to accommodate personal schedules and ensure tasks are accurately tracked without putting the task 'At Risk' unnecessarily.