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July and August 2015 Release Activity

Overview

The changes described in this section are being released to one or more of the following environments in July and early August 2015:

  • Preview Sandbox (PrS): Available to all system administrators and any other users as defined by the system administrator. (For more information about the Preview Sandbox, see "Preview Sandbox Testing Environment.") This is the first opportunity that users in your organization have to review a feature before it is made available to Early Access environments and then made generally available.

  • Early Access (EA): Available to all system administrators and any other users as defined by the system administrator. (For information about how to configure Early Access settings, see "Configuring System Preferences.") Most features made available in Early Access were previously available in the Preview Sandbox.

  • General Availability (GA): Available to all Workfront users. Neither system administrators nor users can opt out of features in General Availability. Most features made generally available were previously available in the Preview Sandbox and Early Access environments. 

Feature / Change

Explanation

Availability

Proofing License Is Available after User Is Deactivated

Now when a user who has a proofing license is deactivated in your system, that user's proofing license becomes available for use by another user.

For more information, see "Deactivating Users."

GA: Aug 1

Fit the Background Branding Image to Match the Size of the Screen

When branding the login screen, you can now configure the background image to automatically match the size of the screen.

For more information, see "Branding the Workfront Site."

GA: Aug 1

Resize Columns in Lists, Reports, and Gantt Views

You can now drag columns to resize them in lists, reports and the Gantt view.

For more information, see "Modifying Column Widths."

GA: Aug 8

Character Limit Counter in Fields

Certain fields in Workfront now limit the number of characters that can be included in the field. When you approach the limit, a counter appears. When you exceed the limit, excess characters are highlighted, and you are unable to post the text.

For more information, see "Character Limits in Fields."

GA: Aug 8

Outlook Integration Enhancements

The Workfront Outlook Add-In contains the following enhancements:

  • Ability to update projects, tasks or issues in Workfront with information from your Outlook mail items. You can include information from the message itself and any message attachments.

    For more information, see "Updating Workfront Items from Outlook."

GA: Aug 8

Workfront DAM

Workfront DAM is a native Digital Asset Management (DAM) solution that is tied to Workfront.

For information about how to enable Workfront DAM for your system, see"Configuring Document Integrations."

For information about how users can use Workfront DAM after it has been enabled, see "Managing Documents with Workfront DAM."

GA: Aug 8

Metadata Is Sent to Workfront DAM

Workfront DAM is a native Digital Asset Management (DAM) solution that is tied to Workfront.

You can now configure Workfront to send document metadata to Workfront DAM. Metadata can include document creator, creation date, client, and so forth.

For information about how to configure Workfront to send document metadata to Workfront DAM, see "Configuring Workfront to Send Metadata to Workfront DAM"in "Configuring Document Integrations."

For information about how users can use Workfront DAM after it has been enabled, see"Managing Documents with Workfront DAM."

PrS: Aug 1

GA: Aug 8

New Field for Showing Items on a Dashboard

You now have the option to specify the number of items to show when displaying a report on a dashboard.

For more information, see "Creating a Report."

GA: Aug 8

Timeline Recalculation and Data Are Saved Independently

Workfront now saves project data independently from the timeline dates when recalculating timelines. As a result, before the timeline recalculation is finished, some planned or projected dates might display as dimmed.  This means that the recalculation is not yet finished, and the dates are subject to change.

For more information about recalculating timelines, see "Recalculating Timelines for Projects."

GA: Aug 8

Reference Numbers for Documents

Like for other objects in Workfront, you can now see reference numbers for documents.

For more information about reference numbers and how you can use them, see"Using the Reference Number of Objects."

PrS: Aug 1

GA: Aug 8

Icons in the My Work Area Show Task, Issue, and Priority

New icons in the My Work area enable you to quickly see whether the item is a task or issue, and the priority.

For more information, see "Viewing Item Type and Priority" in "Organizing Work on the My Work Page."

PrS: Aug 1

GA: Aug 8

Exported Excel Documents Include Working Links

Now when you export a document in the Excel format, any working links that exist in the original document remain live in the exported document. Links can point to any object in Workfront that supports linking.

For more information, see "Exporting Data."

GA: Aug 15

Improved Documents Area

The Documents area contains the following improvements:

  • Improved method for adding documents (Add Documents dialog box)

    Includes the ability to add multiple documents from different sources (such as from the file system on your workstation or from a third-party application), and view and manage those documents before uploading to Workfront

    For more information, see "Adding Documents to Workfront" and "Linking Documents between Workfront and a Third-Party Application"
     

  • Link existing documents from Workfront to a third-party application directly from the documents list. (Previously, you had to first navigate to the documentation details page.) (This feature will go directly to General Availability on Aug 1.)

  • Improved preview window for viewing documents

    For more information, see "Previewing Documents."

  • Clicking a document name now opens the document (previously, it opened the document details page)

  • Updated folder icons
     

  • Improved Performance

PrS: Aug 1

EA: Aug 8

GA: Oct 2015

Improved Gantt Chart

The Gantt chart contains the following improvements:

  • Improved zooming: When using the Plus (+) and Minus (-) icons, zooming can be more fine-tuned to the precise zoom you want.

    Alternatively, you can zoom to day, week, month, or year views. Or, zoom to a Project Duration view that shows you all tasks for the project.

  • Display and manage the following additional information on the Gantt chart:

    • Planned and Projected Dates (you can show either, or both at the same time)

    • Actual Dates

    • Individual Baselines

    • Assignments

    • Predecessors

    • % Complete

    • Progress Status

  • A horizontal scrollbar is always visible at the bottom of the Gantt chart.

For more information, see "Working with the Gantt Chart."

PrS: Aug 1

EA: Aug 8

GA: Aug 29

Modify Assignees When Bulk Editing Tasks or Issues

You can now modify assignees when bulk editing tasks, even when the Duration Type among the tasks differs. You can modify the following information:

  • Add new assignees

    Previously, adding a new assignee removed all existing assignees. Now when you add an assignee, existing assignees are not affected.

  • Remove individual assignees

  • Remove all assignees

  • Allocation Percent or Hours (Can be modified only if the Duration Type among the tasks is the same)

For more information, see "Modifying User Assignments for Multiple Tasks" and"Modifying User Assignments for Multiple Issues."

PrS: Aug 1

EA: Aug 8

GA: Aug 29

Copied Projects and Templates Are Renamed to 'Copy ofproject_template_name'

Now when you copy a project or a template, the copied project or template is renamed to 'Copy of project_template_name' by default. (For example, if the project being copied is named 'Product Y Analysis,' then by default the copied project name is 'Copy of Product Y Analysis.')

During the copying process, you can rename the project or template to a name of your choosing.

For more information, see "Copying a Project"and "Copying a Template."

PrS: Aug 1

EA: Aug 8

GA: Aug 29

Rename Tasks When Copying

You can now rename tasks when copying them.

For more information, see "Copying Tasks."

PrS: Aug 1

EA: Aug 8

GA: Aug 29

Ability to Group Items in the My Work Area

The My Work area now provides the ability to group items either by project, due date, or commit date. (The option to group by project was moved from the 'Sort' drop-down list.)

For more information, see "Grouping Work Items" in "Organizing Work on the My Work Page."​

PrS: Aug 1

EA: Aug 8

GA: Aug 29

New Interface for Managing Access Requests

Workfront now provides a single location where you can view and manage access requests. You can manage requests that you have made and requests made to you. (Previously, you could not manage access requests that you had made, and you could manage access requests made to you only via email.)

The following enhancements were made regarding access request management:

  • You can view in one convenient location all access requests made to you. You can grant or deny access.

    For more information, see "Managing Access Requests" in "Granting  Permission."

  • You can view in one convenient location all access requests that you have made. You can remind users about your request, recall your request, or request that a different user grant you access.

    For more information, see "Managing Your Requests" in "Requesting Permission."

  • System administrators can configure whether users receive email notifications for access requests by enabling or disabling the 'Access Request to User' event notification option.

    For more information, see "Enabling and Disabling Event Notifications."

  • If email notifications are enabled at the system level, individual users can configure whether they receive email notifications for access requests.

    For more information, see "Configuring Email Notifications for Requests" in "Granting  Permission."

PrS: Aug 1

EA: Aug 8

GA: Aug 29

Working On Calendar Enhancements

The following enhancements were made to the Working On calendar:

  • When using the Working On calendar, it is now more clear what actions you can perform based on your level of access to items.

  • Whether you can modify an item's due date from the Working On calendar now depends exclusively on your access level. Previously, if the task constraint was such that the due date couldn't be changed, you had to change the date via in-line edit on the task list. Now the task constraint is adjusted automatically when changing the due date from the Working On calendar.

For information, see "Working On Calendar."
 

PrS: Aug 1

EA: Aug 8

GA: Aug 29

Copy a Dashboard

You can now copy a dashboard and all of its contents.

For more information, see "Copying a Dashboard."

PrS: Aug 1

EA: Aug 8

GA: Oct 2015

Ability to Add Multiple Custom Forms

Workfront now enables you to create multiple custom forms on a given object, allowing you to make fields available to some users and not to others, or allowing you to better meet the form requirements of multiple projects.

For more information, see the following articles:

  • "Creating Custom Forms"

  • "Applying Custom Forms to Objects"

  • "Managing  Custom  Forms"

EA: May 9

GA: Oct 2015

Bulk Edit Objects with Multiple Custom Forms

You can now edit multiple custom forms when editing multiple objects simultaneously. You can remove custom forms from the selected object, add additional forms, edit fields, and more.

For more information, see "Bulk Editing" and "Managing Custom Forms."

PrS: Aug 1

EA: Aug 8

GA: Oct 2015

Enhanced Functionality for Favorites

The following enhancements were made regarding Favorites:

  • Portfolios, Programs, Templates, and Teams can now be added as Favorites.

  • New option for adding or removing the current page from the Favorites menu.

For more information, see "Viewing and Managing Favorites."

PrS: Aug 1

EA: Aug 8

GA: Aug 29

Enhanced Functionality for Recent Items

You can now expand the Recents list to view up to 20 recent items for each object type. (Previously you could view only the three most recent items.)

For more information, see "Viewing Recent Items."

PrS: Aug 1

EA: Aug 8

GA: Aug 29

Maximum Number of Fields When Creating Custom Forms

To enhance performance when using custom forms, Workfront now limits the number of fields you can have on a custom form. The maximum is 500 fields.

Existing custom forms that have over 500 fields are not affected. However, you cannot add additional fields to a custom form that already contains over 500 fields. Furthermore, if you remove a field from an existing form that has over 500 fields, you cannot add the field back until the form has fewer than 500 fields.

For more information, see "Creating Custom Forms" and "Modifying an Existing Custom Form" in "Managing Custom Forms."

PrS: Aug 15

GA: Aug 29

Outlook Integration Enhancements (Continued)

The Workfront Outlook Add-In contains the following enhancements:​

  • Tasks and issues that have a due date and that are assigned to you are displayed in your Outlook calendar on the date that they are due. Tasks and issues with no due date are displayed in your calendar under the current day.

    For more information, see "Viewing Workfront Data in Outlook."

  • Create and log meeting notes in projects, tasks, or issues in Workfront, directly from Outlook. Notes appear in the form of status updates.

    For more information, see "Logging Meeting Notes in Workfront" in "Logging Outlook Calendar Data in Workfront."

  • Log hours against meetings in Workfront via the Outlook client.

    For more information, see "Logging Meeting Hours in Workfront" in "Logging Outlook Calendar Data in Workfront."

EA: Aug 29 (Link is available for download)

GA:​ Oct 3 (All users are auto-updated)

 

 

Common Fields Section Is Updated When Custom Forms Are Added or Removed When Bulk Editing

When editing multiple objects with multiple custom forms, the Common Fields section is automatically updated when custom forms are either added or removed.

For more information, see "Bulk Editing."

PrS: Aug 15

EA: Aug 29

GA:​ Oct 3

API Support for Multiple Custom Forms

You can now leverage features related to multiple custom forms via the Workfront API.

PrS: Aug 15

EA: Aug 29

GA:​ Oct 3

Timestamps on Reports Include the Time Zone

When viewing reports (generated reports and exported reports), users can now see the time zone next to the date and time when the report was generated or exported.

The time zone is shown in the time zone of the user who generated or exported the report.

For more information, see "Running Reports" and "Exporting Data."

PrS: Aug 15

EA: Aug 29

GA:​ Oct 3

Timestamps Available on Dashboards

When viewing dashboards, the date, time, and time zone are now displayed.

The time zone is shown in the time zone of the user who generated the dashboard.

For more information, see "Exporting Data" and "Creating and Managing Dashboards."

PrS: Aug 15

EA: Aug 29

GA:​ Oct 3

Prevent Users from Storing Documents in Workfront

Now you can prevent users from storing documents in Workfront.

You can restrict any document from being added to Workfront (as described in"Preventing Documents from Being Stored in Workfront"), or you can allow users to only link documents via Workfront to a third-party application (as described in "Configuring Workfront to Store Documents Only in Linked Third-Party Applications" in "Configuring Document Integrations").

 

PrS: Aug 15

EA: Aug 29

GA:​ Oct 3