Which Workfront objects can date effective billing rates be used with?
Answer : B
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.
What is a requirement when creating a chart in a report?
Answer : A
When creating a chart in an Adobe Workfront report, a key requirement is that at least one grouping must be defined. This is necessary because the chart needs a way to organize and display the data visually, and groupings provide the categories or series that the chart will use to aggregate and represent the data.
Open Report Builder:
Navigate to the Reports area and create a new report or edit an existing one.
Define Grouping:
Go to the 'Grouping' tab within the report builder.
Add at least one grouping to categorize the data. This could be based on any field relevant to the data you are reporting on, such as project status, task owner, etc.
Create Chart:
After defining the grouping, switch to the 'Chart' tab.
Select the type of chart you want to create (e.g., bar chart, pie chart).
Configure the chart settings, ensuring that the defined grouping is used for the chart's series or categories.
Save the Report:
Save the report to ensure that the chart is correctly configured and displayed based on the defined grouping.
This requirement is covered in the Workfront documentation and training materials that explain the prerequisites for creating charts in reports (Webinar - Admin Essentials - User Experience - Apr 27, 2022).
A team has just created a new project template. Before making the template active, the team needs to ensure that users have access to use the template and the projects created from the template.
Which two items must be configured to achieve this requirement? (Choose two.)
Answer : A, B
Objective: Ensure users have access to use a new project template and the projects created from it.
Configuration Steps:
Step 1: Configure Project Sharing
Step 2: Configure Template Sharing
A project manager wants to track specific types of issues on a project along with additional custom fields for each type. What is one way to accomplish this requirement?
Answer : C
Identify the Requirement: The project manager wants to track specific types of issues with additional custom fields for each type within a project.
Understanding Queues and Custom Forms in Workfront: Workfront allows the creation of queues to manage different types of requests or issues. Queue topics can be used to categorize these issues, and custom forms can be applied to capture additional information specific to each issue type.
Steps to Create a Queue with Custom Forms:
Navigate to the Project: Go to the project where you want to track specific issues.
Create a Queue: In the project settings, create a queue.
Define Queue Topics: Set up queue topics to represent the different types of issues (e.g., Bug Reports, Change Requests, etc.).
Assign Custom Forms: Create custom forms with the necessary fields for each issue type and assign them to the corresponding queue topics.
Implementation:
Setup Custom Fields: Ensure the custom fields on the forms are configured correctly to capture all required information.
Test the Queue: Test the queue by creating sample issues to ensure that the custom forms are working as expected for each issue type.
Which two actions are necessary for a request queue to be visible in the system? (Choose two.)
Answer : A, D
Objective: Make a request queue visible in the system.
Necessary Actions:
Action 1: Check the box to publish as a help request queue. This action makes the queue available for users to submit help requests.
Action 2: Ensure that the queue project is within a status that equates to Current. This ensures the project is active and visible to users.
In which scenario would an administrator use a request queue to resolve a business need?
Answer : C
Request queues in Adobe Workfront are particularly useful for managing the intake of work requests into a department. By setting up a request queue, a team can standardize the process for receiving, evaluating, and assigning incoming requests. This helps in ensuring that all requests are handled consistently and efficiently, prioritizing and delegating work based on the team's capacity and current workload.
Reference
The usage of request queues for managing work intake is a common practice outlined in Workfront training materials and is emphasized in several case studies and user guides provided by Adobe.
A project manager wants to use Portfolios and Programs to organize projects. What two considerations would apply when using these objects? (Choose two.)
Answer : C, E
When organizing projects using Portfolios and Programs in Adobe Workfront, two key considerations apply:
Portfolios are containers for Programs: This means that programs are organized within portfolios, and a portfolio can contain multiple programs. This hierarchical structure helps in managing and aligning various programs under broader strategic initiatives represented by portfolios.
Projects can be associated with only one Program or Portfolio: A project can be linked to a single program and, by extension, to the portfolio containing that program. This ensures clarity in project alignment and reporting within the organizational structure.
Reference
These considerations are discussed in the Workfront training materials and documentation, which explain the hierarchical relationships and constraints for using portfolios and programs to organize projects.