Budget and Planning: For financial planners and project coordinators, this section focuses on using the resource planner to allocate resources effectively and configuring project templates based on given scenarios and requirements to ensure accurate planning and budgeting.
トピック 2
User Experience: For user experience designers and system administrators, this section illustrates best practices for user management to create optimal user experiences, applies correct setups for sharing and access rights, explains the concept and usage of Kickstart, demonstrates timesheet creation and usage, and describes the value of connectors, plug-ins, and add-ons.
トピック 3
Strategy and Intake: For project managers and workflow coordinators, this section covers the use of portfolios and programs to manage projects, handling request queues for project intake, utilizing custom forms for data collection, and implementing basic approvals for workflow management.
トピック 4
Metrics and Reporting: For data analysts and reporting specialists, this section describes basic concepts for building, sending, and customizing reports, explains how to build and customize dashboards, and demonstrates how to configure functional views of reports for effective data analysis.
トピック 5
Execution: For project execution managers and operational staff, this section demonstrates how to set up approval and proofing workflows, explains the purpose of creating issues for projects, shows how to customize group-level project statuses, identifies attributes needed to enable Agile methodologies, details ways to enter time in Workfront, and outlines elements of financial tracking within Workfront.