A project manager is assigned to a new Workfront request. The request specifies that the management team's sign-off is needed before the project can begin.
What is the appropriate action for the project manager to take?
In Workfront, approval processes are designed to handle scenarios where certain team members must give formal approval before work can proceed. In this case, the project manager should set up a customized approval process that routes the request through the necessary stakeholders (management team) for their sign-off. This ensures proper governance and tracking.
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 company has decided that all projects for the year need to be created from templates and staffed in the following quarter. The projects will need to remain in a backlog until the team has capacity to work on them. There has been confusion previously because the team used Planning status for all work not started.
What should the project manager do to help the team see the difference between work in the backlog versus work that is now being planned?
In Workfront, creating a custom status specifically for 'Backlog' allows the team to differentiate between work that is pending capacity and work that is actively being planned. This prevents confusion and allows for better project tracking, ensuring that tasks move smoothly from backlog to the planning phase when appropriate.
Which date type should an assignee update to change the completion date of a task?
In Workfront, to update the planned completion of a task, the assignee should modify the 'Planned Completion Date.' This date is used for scheduling and planning purposes to track when the task is expected to be finished. Changing the 'Planned Completion Date' adjusts the task's projected timeline and allows for a recalculation of project dependencies.
A project manager is assigned to a new Workfront request. The requestor has asked that three team members receive notifications when any updates are posted to the request.
How should the project manager keep these team members apprised of updates?
In Adobe Workfront, team members can be subscribed to a request so that they receive updates whenever changes or comments are made. This ensures they stay informed of any progress or issues. Adding a request to favorites only bookmarks it for easy access, but does not trigger automatic notifications. Making multiple primary contacts is not an efficient way to handle notifications.
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