AD0-E908 Questions and Answers

In Adobe Workfront, time can be recorded on Projects, Tasks, and Issues. This flexibility allows users to track time spent on various types of work items, providing comprehensive time management and reporting capabilities.

Record Time on Projects:

Navigate to a project.

Click on the "Hours" tab.

Enter the time spent on the project.

Record Time on Tasks:

Navigate to a task within a project.

Click on the "Hours" tab.

Enter the time spent on the task.

Record Time on Issues:

Navigate to an issue within a project.

Click on the "Hours" tab.

Enter the time spent on the issue.

References:

The processes for recording time on various objects are detailed in the Workfront time-tracking documentation and training materials (Advanced Reporting - Monique Evans - Code Snippet - June 2, 2020)​​.

To enable the feature where the details are displayed when someone opens a chart report, the following steps should be taken:

Open the Report Settings:

Navigate to the report you want to modify.

Click on the "Report Actions" menu and select "Edit".

Enable the Details Tab:

In the report settings, locate the option labeled "Show the Details Tab".

Check the box next to "Show the Details Tab". This will ensure that the details are displayed by default when the report is opened.

Save the Report:

After making the necessary changes, save the report to apply the new settings.

References:

These steps are consistent with the options available in the report settings as outlined in the Advanced Reporting guides and the Admin Essentials webinar materials (Workfront Training Deck - Worker 2.15.23)​​.

Create the report:

Ensure that the reports intended for use in dashboards are created beforehand and contain the necessary data.

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 formassociated 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.

In Adobe Workfront, Custom Forms can be shared by their authors with specific permissions. The author of a Custom Form has the ability to control who can view, share, and edit the form. These permissions can be set for individuals, roles, groups, teams, and even across the entire company. This functionality is critical for maintaining control over who can access and modify the forms, ensuring that only authorized users have the appropriate level of access.

References

This information is consistent with the permissions settings outlined in the Workfront documentation and in various training resources provided by Adobe​​​​.

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​​​​.

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 customer wants to use custom statuses for project tasks, but not all users need to use these statuses.

Creating Custom Statuses:

Navigate to Setup: Go to the Setup area in Workfront.

Custom Statuses: Within the Setup area, select "Statuses".

Create New Status: Add new custom statuses that are relevant to the project's workflow stages.

Associating Custom Statuses with Groups:

Select Group: Identify the group associated with the projects that need these custom statuses.

Assign Statuses to Group: In the Group settings, assign the newly created custom statuses. This ensures that only users within this group will have access to and can use these statuses.

Implementation and Training:

Communicate with Users: Inform the relevant users about the new custom statuses and how they will be used within their projects.

Provide Training: Offer training to ensure users understand how and when to use the custom statuses appropriately.

References: Detailed instructions on creating and managing custom statuses can be found in the Workfront Documentation and training sessions​​​​.

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​​​​.

License types that allow report creation:

Users with Plan and Standard licenses in Workfront have the capability to create, edit, and delete reports. These licenses provide the necessary permissions for advanced reporting functionalities.

Objective: Identify additional Workfront functions available to creatives through the Adobe Workfront plugin for Creative Cloud.

Functions:

Option C: Log time on work

Explanation: Creatives can track the time they spend on tasks directly within their Creative Cloud applications, ensuring accurate time management and reporting.

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.

References:

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)​​.

The Portfolio Optimizer in Adobe Workfront is a tool used by project managers and portfolio managers to analyze and prioritize projects. The information used in the Portfolio Optimizer primarily comes from the project's Alignment Score. This score is a calculated metric that reflects how well a project aligns with the strategic goals and priorities of the organization. The Alignment Score helps in objectively comparing and prioritizing projects based on their strategic value.

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.

Explanation: External User access provides the necessary permissions for vendors to interact with Workfront Proof while maintaining security and limiting access.

When building a custom form in Adobe Workfront that uses display logic and skip logic, developers need to consider the following:

When copying an old form:If you copy an existing custom form that includes display logic or skip logic, these logic settings will not be transferred to the new form. The logic needs to be manually recreated in the new form to ensure it functions as intended.

Skip logic limitations:Skip logic does not operate effectively with certain elements like widgets or section breaks within the form. This limitation means that skip logic cannot be applied to control the visibility or behavior of these elements, potentially impacting how the form is structured and functions.

References

These considerations are detailed in advanced reporting and form customization documentation and have been highlighted in various Workfront admin training sessions​​​​.

Objective: Identify benefits of utilizing a project template for a new digital deliverable process workflow.

Benefits:

Benefit 1: Adherence to an accurate, repeatable process

Explanation: Using a template ensures consistency and accuracy in the process, as the same steps are followed each time.

Benefit 2: Sharing settings completed by default

Explanation: Templates can have predefined sharing settings, reducing the need to manually configure these settings for each new project.

Benefit 3: Efficiency in creating new projects

Explanation: Templates streamline the project creation process, saving time and effort by providing a pre-defined structure.