QuestionQ14

Intake and planning

A portfolio owner has requested milestone statuses for every project in their portfolio. The report must exclude all completed projects.

What actions should the project manager take to create this view?

  • A Visit the Dashboards page and create a Milestone Path report. In the filter, update the Portfolio Owner ID to the Portfolio Owner’s name and update the Project Status to exclude complete projects.
  • B Visit the Projects page and create a Milestone Path report. In the filter, update the Portfolio Owner ID to the Portfolio Owner’s name and update the Project Status to exclude complete projects. In Report Options, select “Show the Milestone view on the Details tab.”
  • C Visit the Reports page and create a Project report. In the filter, update the Portfolio Owner ID to the Portfolio Owner’s name and update the Project Status to exclude complete projects. In Report Options, select “Show the Milestone view on the Details tab.”
Explanation

Adobe Workfront supports the Milestone view for project lists and Project reports, where it shows milestones associated with tasks in the displayed projects. A Project report is created from the Reports area; filtering it by the portfolio owner and excluding complete project statuses limits the results to the required active portfolio projects. Report Settings for a Project report can apply the Milestone special view on the Details tab.

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