AD0-E908 Adobe Workfront Core Developer Professional Questions and Answers

Objective: Set up a consistent review and approval process where the approvals are first routed to the users' team and then to their manager.

Workflow Setup:

Step 1: Create an automated workflow template within Workfront.

Step 2: Define two stages in the workflow template:

Stage 1: Approval by the team members.

Stage 2: Approval by the manager.

Step 3: Apply this workflow template to the uploaded proof assets.

Explanation: This ensures a structured and consistent approval process, routing the assets first to the team for feedback and then to the manager for final approval.

The Workfront for Outlook integration enhances user experience in the following ways:

Updating Projects, Tasks, or Issues: Users can directly update existing Workfront items (projects, tasks, or issues) with information from an email. This seamless integration ensures that relevant email content is efficiently transferred into Workfront without needing to switch between applications.

Creating Workfront Requests: Users can create new Workfront requests based on emails received in Outlook. This functionality streamlines the request submission process, allowing users to quickly generate requests from their email content.

References

Workfront integration documentation with Outlook explains these features and how they improve user productivity by integrating email and project management workflows​​​​.

To update the link for an external page on a dashboard in Adobe Workfront, follow these steps:

Navigate to the Dashboard:

Go to the dashboard that contains the external page with the broken link.

Edit the External Page:

Locate the title area of the external page widget.

Click the gear icon (settings) in the title area to edit the properties of the external page.

Update the URL:

In the properties window, find the field for the URL.

Enter the correct URL that points to the desired content.

Save the Changes:

Save the changes to update the external page with the new URL.

Verify that the external page now correctly points to the updated content.

References:

Detailed instructions for updating external page links can be found in the Workfront documentation and system administrator guides (2.28.23 - The Case for FT Sys Admins)​​.

Dashboards in Adobe Workfront can be added to the left navigation of both Portfolio and Project objects. This allows users to have quick access to important reports and data relevant to these specific objects.

Add Dashboard to Portfolio:

Navigate to a Portfolio.

Go to the left navigation panel and click on "Customize this Navigation".

Select "Add Dashboard" and choose the dashboard you want to add to the Portfolio.

Add Dashboard to Project:

Navigate to a Project.

Go to the left navigation panel and click on "Customize this Navigation".

Select "Add Dashboard" and choose the dashboard you want to add to the Project.

References:

The ability to add dashboards to the left navigation of Portfolios and Projects is documented in the Workfront customization and user experience guides (Workfront Training Deck - Worker 2.15.23)​​.

To create a new hour type named "Training and Certifications" for the creative services team, the system administrator would need to take the following steps:

Navigate to Hour Types:

Log into Adobe Workfront as an administrator.

Go to the Setup area by clicking on the Setup link in the upper-right corner.

Under the "Timesheets & Hours" section, click on "Hour Types".

Create a New Hour Type:

Click the "New Hour Type" button to create a new hour type.

In the Name field, enter "Training and Certifications".

Set the Hour Type as General:

In the Hour Type settings, ensure that the "General" option is selected. This ensures that the hour type is general and not tied to specific billing or project-related activities.

Select “General” from the available options. This categorizes the hours as non-specific to a particular project or client work.

Uncheck the "Count as Revenue" Box:

There is an option labeled "Count as Revenue" which, if checked, considers the hours logged under this type as billable revenue. Since training and certifications are not revenue-generating activities, this box should be unchecked.

Ensure that the "Count as Revenue" box is unchecked to prevent these hours from being considered billable.

Save the New Hour Type:

After configuring these settings, click "Save" to create the new hour type.

Ensure all necessary details are correct and then save the new hour type.

These steps will create a new hour type named "Training and Certifications" that appears on timesheets, allowing the creative services team to log hours for their training and certification activities.

References:

The steps for creating and configuring hour types can be found in the "System Admin Essentials" section of Workfront documentation and training materials, which cover detailed administrative tasks (Webinar - Admin Essentials - User Experience - Apr 27, 2022)​​.

To export all calculated custom fields and associated custom expressions to an Excel file, the system administrator should:

Create a Parameter Report: Generate a parameter report within Workfront, filtering it to include only those parameters where the type is "Calculated."

Export to Excel: Once the report is generated, it can be exported to Excel. This method provides a comprehensive list of all calculated custom fields and their expressions, which can then be used to create a data dictionary.

References

Workfront documentation on creating and exporting parameter reports includes instructions on filtering by parameter type and exporting data to Excel​​​​.

Objective: Share a financial report with internal users while preventing external vendors from viewing it.

Steps:

Step 1: Open the financial report settings in Workfront.

Step 2: Configure sharing settings to give view access only to users within the primary company.

Explanation: By restricting view access to only the internal users of the primary company, external vendors will not have visibility of the financial report.

Objective: Ensure consistent project data fields for use in project reports.

Options:

Option A: Custom fields within the Custom Form can be pre-populated with data.

Explanation: Pre-populating custom fields ensures that the data is consistent across all projects, facilitating accurate and consistent reporting.

Objective: Calculate timelines and user availability accurately for employees based in different time zones.

Options:

Option C: Assign a Schedule to the Project

Explanation: Assigning a schedule to the project ensures that timelines are calculated based on the project's working hours.

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.

Identify the Requirement: The admin notices that the custom task status is only available in some projects with assigned Marketing team members.

Understanding Group Statuses: Group statuses in Workfront are linked to specific groups and are only available in projects that are associated with those groups.

Review Project Details:

Check Project Association: Ensure that the projects where the status is missing are correctly associated with the Marketing group.

Update Project Details: If necessary, update the project details to associate them with the Marketing group. This will ensure that the custom group statuses are available.

Implementation:

Verify Group Settings: Confirm that the custom statuses are correctly set up for the Marketing group in the group settings.

Communicate with Users: Inform project managers and team members about the association requirements for using custom group statuses.

References: Documentation on group statuses and project associations in Workfront can be found in the Workfront Help Center and administrative training materials​​​​.

Objective: Identify prerequisites for using the Resource Planner and Workload Balancer.

Prerequisites:

Prerequisite 1: Job Roles assigned to Tasks

Explanation: Assigning job roles helps in resource allocation and planning within the Resource Planner and Workload Balancer.

Prerequisite 2: Task Planned Hours greater than zero

Explanation: Tasks need to have planned hours to be considered in the resource planning and workload balancing.

Prerequisite 3: Task Durations greater than zero

Explanation: Tasks must have a duration set to be included in the workload calculations.

In Adobe Workfront, if a portfolio manager deletes a portfolio, the immediate effect is that all programs associated with that portfolio are also deleted. However, the projects associated with those programs remain intact but will no longer be associated with any portfolio or program unless they are reassigned. This hierarchical deletion ensures that while the structural organization (programs) under the portfolio is removed, the actual project data remains unaffected and can be reassigned or restructured as needed.

To ensure that new projects created using the new template are shared with the marketing team upon project creation, the marketing team should be added to the template sharing menu. By doing this, every project created from this template will inherit the sharing settings, making it automatically shared with the marketing team.

References

Workfront documentation on managing template sharing settings explains how to configure templates to automatically share projects with specific teams or users​​​​.

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.

References:

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)​​.

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.

Explanation: Both actions are required to ensure the request queue is not only visible but also active and functional for users.

The CPI measures the cost efficiency of budgeted resources on a project. It is calculated by dividing the earned value (EV) by the actual cost (AC). A CPI value greater than 1 indicates that the project is under budget.

The total number of available hours (AVL) for a user in Workfront can be affected by the following settings:

Time Off: If days are entered in the Time Off menu within a user's settings, these days will be excluded from the total available hours, reducing the AVL value.

FTE (Full Time Equivalent): If a user's FTE setting is less than 1, this indicates that the user is working part-time. This setting will proportionally reduce the number of available hours shown in the AVL column.

References

These settings are documented in Workfront’s user management and scheduling documentation, where the impact of time off and FTE adjustments on user availability is detailed​​​​.