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Documentation Updates

This section describes updates that were made to the Workfront Help documentation in the current quarter. Documentation updates are made based on features that are generally available (available to all Workfront customers). 

Changes or additions that are based on new functionality are documented in the Release Activity pages each month.  For more information about new releases, see "Product Announcements."

Section

Change

Article Status

Effective Date

Configuring Your Firewall

Updated list of IP addresses that must be whitelisted for Clusters 1, 2, and 3.

Updated Nov 30, 2017
Receiving Email Notifications Updated the screenshot of an instant Communication email to reflect the new look. Updated  Nov 29, 2017 
Creating and Managing Groups

Added section, "Prerequisites for Group Owners."

This section explains that Group Owners must also have Edit access to users.

Updated Nov 20, 2017
Managing User Allocations

Added section, "Time Zone Considerations on the Scheduling Timeline."

Updated Nov 17, 2017
Understanding the Portfolio Optimizer

Updated information about financial fields accessible in the Portfolio Optimizer and customizing the Project Prioritization area.

Updated Nov 7, 2017
Exporting Data

Updated article with information about the titles and the file names of exported lists and reports.

Updated Nov 3, 2017
Navigating within a Portfolio

Updated information about navigating within a portfolio.

Updated Nov 1, 2017
Approving a Business Case

New article that describes how you approve a Business Case for a project request.

New Oct 13, 2017
Setting Condition on Tasks and Issues

Updated article to include setting Condition on issues.

Updated Oct 12, 2017
Transferring Custom Form Data from Issues and Tasks to Tasks or Projects During Converting Them

Updated article with more information about the access and permissions needed for converting items and copying custom forms, and with instructions on how to transfer information from the custom form of an issue or task to the custom form of another item as you are converting the issue or the task.

Updated Oct 12, 2017

Documentation Updates Archive

To view updates that were made to the Workfront documentation prior to this quarter, see the Documentation Updates Archive.