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.
An engineering team works with an outside vendor who occasionally needs to review and approve documents in Workfront Proof. Which built-in access level would be assigned to the vendor9
Objective: Assign the appropriate access level to an outside vendor who needs to review and approve documents in Workfront Proof.
Access Level:
External User: This access level is designed for external collaborators who need limited access to review and approve documents without full access to all internal resources.
Which reporting element has an option of conditional formatting?
Conditional formatting in Workfront reports is an option available primarily in Views. This feature allows users to apply formatting rules to report data based on certain conditions.
Navigate to Report Builder:
Go to the Reports area and open or create a report.
Click on the 'View' tab in the report builder.
Apply Conditional Formatting:
In the View tab, you can add columns and set up conditional formatting rules.
Use the 'Add a Rule' option to specify conditions under which the formatting should be applied.
Set Conditions:
Define the conditions (e.g., if the value in a column is greater than a certain number, apply a specific color or style).
Save the View:
Save the view with the applied conditional formatting.
Detailed instructions on applying conditional formatting in views can be found in the Workfront documentation and advanced reporting presentations (Advanced Reporting - Monique Evans - Code Snippet - June 2, 2020).
An organization captures project requests in a request queue. Once the request has been triaged, it is converted into a project and the information captured in the request custom form should be carried over to the project.
How would a developer achieve this?
In Adobe Workfront, when an organization captures project requests in a request queue and wants the information from the request custom form to be transferred to the project upon conversion, the developer should use the feature in the queue setup. Specifically, there is an option within the queue details where a checkbox can be selected to ensure that the custom form associated with the issue is transferred to the project. This allows all the information captured in the request custom form to be carried over seamlessly to the new project.
Refer to the exhibit.
Tyson has a capacity of 7 hours per day.
What two changes can the system administrator make to this user's workload from within the Workload Balancer to ensure that they are not overallocated? (Choose two.)
To ensure Tyson is not over-allocated in the Workload Balancer, a system administrator can take the following actions:
Edit Task Allocation: The administrator can adjust the allocation of hours for the 'Verify Intake Form' task. Specifically, they can redistribute the hours from Wednesday (where Tyson is over-allocated with 9 hours) to other days where Tyson has available capacity.
Reassign Task: The administrator can reassign the 'Kickoff Meeting' task to another user who has available capacity. This will immediately reduce Tyson's workload and ensure the task is still completed without overburdening Tyson.
Reference
Workfront documentation on using the Workload Balancer highlights these options for managing user allocations and ensuring workloads are balanced across team members.
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