QuestionQ16

Intake and planning

A project manager needs a single view of particular tasks and issues across all their projects. The project manager needs to view only tasks and issues currently pending approval, with the results grouped by project.

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

  • A Visit the Project page and create a new filter. Update the “Pending Approval” filter to “true” and update the Project Owner ID field to the project manager’s name. In the grouping tab, add a grouping for project name.
  • B Visit the Reports page and create a task report and an issue report. In the filter tab for each report, update the “Pending Approval” filter to “true,” and update the Project Owner ID field with the project manager’s name. In the grouping tab for each report, add a grouping for project name. Add both reports to a new dashboard
  • C Visit the Reports page and create a Pending Approvals report. In the filter tab, update the Project Owner ID field with the project manager's name and update the Object ID field to “tasks” and “issues.” In the grouping tab, add a grouping for project name.
Explanation

An Adobe Workfront approval report can contain approval information for task and issue objects. Filtering the Pending Approvals report by the project manager’s Project Owner ID and limiting Object ID to tasks and issues returns the relevant pending approvals in one report; grouping by project name organizes those results by project.

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