Which Workfront objects can date effective billing rates be used with?
Date-effective billing rates in Workfront are applicable to the following objects:
Companies: Allows setting specific billing rates for different companies.
Users: Enables individual billing rates based on the user.
Job Roles: Provides the ability to define billing rates based on job roles, ensuring accurate billing for various roles within the organization.
These settings ensure that billing rates can be adjusted and applied accurately across various entities within Workfront, allowing for flexible and precise financial management. This information is confirmed in Workfront's advanced training documentation and usage guidelines for billing rates.
To which two objects in Workfront can a dashboard be added in the left navigation? (Choose two.)
Dashboards in Adobe Workfront can be added to the left navigation of both Portfolio and Project objects. This allows users to have quick access to important reports and data relevant to these specific objects.
Add Dashboard to Portfolio:
Navigate to a Portfolio.
Go to the left navigation panel and click on 'Customize this Navigation'.
Select 'Add Dashboard' and choose the dashboard you want to add to the Portfolio.
Add Dashboard to Project:
Navigate to a Project.
Go to the left navigation panel and click on 'Customize this Navigation'.
Select 'Add Dashboard' and choose the dashboard you want to add to the Project.
The ability to add dashboards to the left navigation of Portfolios and Projects is documented in the Workfront customization and user experience guides (Workfront Training Deck - Worker 2.15.23).
What is one of the primary benefits to setting up an automated proofing workflow instead of a basic workflow?
One of the primary benefits of setting up an automated proofing workflow in Workfront, as opposed to a basic workflow, is the ability to create a series of review stages with dependencies between stages. This feature enhances the review process by:
Organizing Reviews: Multiple stages can be defined, ensuring that each stage is completed before the next begins, which helps maintain a structured and sequential review process.
Dependencies: Dependencies between stages ensure that proofs move through the review process in an orderly manner, with specific actions required at each stage.
Automation and Efficiency: Automating this process reduces the manual intervention needed, speeding up the overall proofing process and ensuring consistency across reviews.
This approach is highlighted in various user guides and advanced workflow setup training sessions for Workfront, emphasizing its efficiency and effectiveness in managing complex review processes.
A client's organizational structure has employees moving on and off projects and switching their Workfront responsibilities often. Why would the system administrator recommend sharing objects with Groups rather than individual users?
Group sharing permissions update automatically as users are added or removed:
Sharing objects with groups ensures that access permissions are dynamically updated as users join or leave groups. This approach simplifies the management of permissions and ensures consistent access control across the organization.
A System Administrator would like to export all of the calculated custom fields and the associated custom expressions from their Workfront instance to an excel file so that they can create a data dictionary for better governance of their custom data.
How would a System Administrator achieve this?
To export all calculated custom fields and associated custom expressions to an Excel file, the system administrator should:
Create a Parameter Report: Generate a parameter report within Workfront, filtering it to include only those parameters where the type is 'Calculated.'
Export to Excel: Once the report is generated, it can be exported to Excel. This method provides a comprehensive list of all calculated custom fields and their expressions, which can then be used to create a data dictionary.
Reference
Workfront documentation on creating and exporting parameter reports includes instructions on filtering by parameter type and exporting data to Excel.
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