AD0-E908 Adobe Workfront Core Developer Professional Question and Answers

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.

Canvas Dashboards:

Canvas Dashboards provide users with the ability to build effective reporting visualizations, offering increased visibility and flexible layout options. They allow for the integration of various report types and interactive elements.

Request queues in Adobe Workfront are particularly useful for managing the intake of work requests into a department. By setting up a request queue, a team can standardize the process for receiving, evaluating, and assigning incoming requests. This helps in ensuring that all requests are handled consistently and efficiently, prioritizing and delegating work based on the team’s capacity and current workload.

References

The usage of request queues for managing work intake is a common practice outlined in Workfront training materials and is emphasized in several case studies and user guides provided by Adobe​​​​.

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.

When organizing projects using Portfolios and Programs in Adobe Workfront, two key considerations apply:

Portfolios are containers for Programs:This means that programs are organized within portfolios, and a portfolio can contain multiple programs. This hierarchical structure helps in managing and aligning various programs under broader strategic initiatives represented by portfolios.

Projects can be associated with only one Program or Portfolio:A project can be linked to a single program and, by extension, to the portfolio containing that program. This ensures clarity in project alignment and reporting within the organizational structure.

References

These considerations are discussed in the Workfront training materials and documentation, which explain the hierarchical relationships and constraints for using portfolios and programs to organize projects​​​​.

For the successful conversion of requests to projects using a template, it is essential that the Triage team is properly set up in Workfront. Specifically:

Part of the Routing Rule: The Triage team must be included in the routing rule on the request queue. This ensures that the requests are directed to them for review.

View Access on Templates: The Triage team needs to have "view" access to the applicable templates. This access allows them to utilize the templates when converting requests into projects.

References

Workfront documentation on setting up request queues and routing rules highlights the importance of including the correct teams and assigning appropriate access rights​​​​.

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

ï‚·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.

Identify the Requirement: The client needs to track "breaks" during the employees' workday to report on utilization. This requires a way for employees to log their break times accurately.

Understand Workfront's Time Tracking Capabilities: Workfront allows the creation of different hour types which can be assigned to timesheets. This flexibility helps in categorizing time entries for various activities, such as work, meetings, training, and breaks.

Creating a "Break" General Hour Type:

Navigate to Setup: As a system administrator, go to the Setup area in Workfront.

Access Hour Types: Under the "Timesheets & Hours" section, select "Hour Types".

Add New Hour Type: Click on the option to add a new hour type.

Define Hour Type: Name the new hour type as "Break". You can provide a description for clarity. This will help users understand that this category is specifically for logging break times.

Save the Hour Type: Ensure to save the new hour type so that it becomes available for timesheet entries.

Assigning the "Break" Hour Type to User's Timesheet Profile:

Navigate to User's Profile: Go to the user's profile settings.

Edit Timesheet Profile: Within the profile, locate the section for timesheet settings.

Add Hour Type: Include the newly created "Break" hour type to the list of available hour types that users can select when logging their hours.

Save Changes: Ensure that all changes are saved so users can start using the "Break" hour type in their timesheets.

Implementation and Training:

Communicate with Users: Inform users about the new "Break" hour type and provide instructions on how to log their break times in their timesheets.

Monitor Utilization: Track the usage of the new hour type to ensure that it is being utilized correctly and effectively for reporting purposes.

Project status and timesheets:

For tasks to appear on a timesheet, the project status must be set to "Current." If the project status is anything other than Current (e.g., Planning, Complete, or On Hold), tasks from that project will not automatically populate the timesheet.

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​​​​.

Identify the Requirement: The differences between tasks and issues need to be clarified.

Understanding Tasks and Issues in Workfront:

Tasks: Represent planned work and are created within projects. They have specific start and end dates, assigned resources, and dependencies.

Issues: Represent unplanned work that arises and needs to be addressed. Issues can be created within projects or as standalone items and often require immediate attention.

Key Differences:

Creation:

Tasks: Can only be created within the context of a project. They are part of the project’s planned workflow and structure.

Issues: Can be created within projects or attached to tasks. They provide a way to log unplanned work or problems that need resolution.

Nature of Work:

Tasks: Represent planned, scheduled work that follows the project timeline and milestones.

Issues: Represent unplanned, often urgent work that needs to be addressed outside of the planned workflow.

References: Documentation on managing tasks and issues in Workfront can be found in the Workfront Help Center and training materials provided during onboarding and ongoing education​​​​.

ï‚·Objective: Import new data or export existing data using a specially formatted Excel spreadsheet in Workfront.

ï‚·Feature:

Kick-Start: This feature allows system administrators to import and export large amounts of data using Excel spreadsheets formatted according to Workfront's requirements.

Explanation: Kick-Start is a native feature in Workfront designed for bulk data import and export, making it suitable for onboarding and data migration tasks.

ï‚·Objective: Trigger the approval by the lead designer for a task to be completed.

ï‚·Approval Trigger:

Action: Request a document approval from the lead designer.

Explanation: This action specifically involves the lead designer in the approval process, ensuring their decision is captured before the task is marked as complete.

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​​​​.

Date-effective billing rates in Workfront are applicable to the following objects:

Companies:Allows setting specific billing rates for different companies.

Users:Enables individual billing rates based on the user.

Job Roles:Provides the ability to define billing rates based on job roles, ensuring accurate billing for various roles within the organization.

These settings ensure that billing rates can be adjusted and applied accurately across various entities within Workfront, allowing for flexible and precise financial management. This information is confirmed in Workfront's advanced training documentation and usage guidelines for billing rates​​​​.

ï‚·Objective: Customize a layout template for a group of users in Workfront.

ï‚·Customizable Items:

Option A: Views, filters, and groupings used with reports

Explanation: You can customize how data is displayed in reports by setting specific views, filters, and groupings in the layout template.

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.

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​​​​.