AD0-E908 Adobe Workfront Core Developer Professional Questions and Answers

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

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.

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​​​​.

Objective: Ensure users have access to use a new project template and the projects created from it.

Configuration Steps:

Step 1: Configure Project Sharing

Explanation: This setting ensures that users can access and use the projects created from the template.

Step 2: Configure Template Sharing

Explanation: This setting ensures that users have access to the template itself, allowing them to create new projects from it.

Objective: Ensure that everyone in the organization can fill out the general project custom form associated with the general project template.

Form Sharing Settings:

Correct Setting: Update the form sharing to "Make this visible system-wide so that everyone in Workfront can see it".

Explanation: This setting ensures that the form is accessible to all users within the system, allowing anyone to fill out the form as required.

Identify the Requirement: The admin needs to set up an Automated Workflow Template and ensure that the design team can view the new templates.

Understanding Sharing Mechanisms in Workfront: Workfront allows administrators to share templates, projects, and reports with specific users or groups to ensure visibility and collaboration.

Creating the Automated Workflow Template:

Navigate to Templates: In Workfront, go to the Templates section.

Create New Template: Select the option to create a new workflow template.

Define Workflow: Set up the workflow steps, including tasks, approvals, and dependencies, as required for the design team's processes.

Save the Template: Ensure the workflow template is saved correctly in the system.

Sharing the Workflow Template:

Select the Template: Go to the created workflow template in the Templates section.

Share with Design Team: Use the sharing options to specifically share the template with the Design Team group. This ensures that only the design team has access to the new workflow template.

Set Permissions: Define the level of access the design team will have, such as view, edit, or manage permissions.

Communication and Training:

Notify the Design Team: Inform the design team about the new workflow template and how they can access and use it.

Provide Training: Offer training sessions or materials to help the design team understand how to use the new automated workflow template effectively.

To ensure that progress on the board is also tracked in a project, a project manager can use connected cards. Connected cards link tasks or issues on an agile board directly to tasks or issues within a project, ensuring that updates made on the board are reflected in the project and vice versa.

Enable Agile in the Project:

Navigate to the project settings.

Ensure that the project is set up for agile tracking by enabling the relevant agile settings.

Create Connected Cards:

Within the agile board, create connected cards by linking tasks or issues directly to the corresponding tasks or issues in the project.

This can typically be done by selecting the task or issue on the board and choosing the option to connect it to a project task or issue.

Update and Track Progress:

As team members update the connected cards on the agile board, the progress will automatically be tracked in the linked project tasks or issues.

This ensures that both the board and the project reflect the same status and progress.

References:

The use of connected cards for ensuring synchronization between board progress and project tracking is covered in the agile and project management training materials provided by Workfront (webinaradminessentialsuxinterfacedesignmar1520231678820264387)​​.

Widgets in Canvas Dashboards:

Canvas Dashboards support the addition of widgets, which are not available in legacy dashboards. Widgets provide dynamic and interactive elements that enhance the visualization of data.

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.

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​​​​.

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

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.

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.

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)​​.

Objective: Trigger the approval by the lead designer for a task to be completed.

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.

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​​​​.

Converting an issue to a task:

Issues can be converted into tasks within a project. This allows for better tracking and management of the work required to resolve the issue.

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​​​​.

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.

To create a new hour type named "Training and Certifications" for the creative services team, the system administrator would need to take the following steps:

Navigate to Hour Types:

Log into Adobe Workfront as an administrator.

Go to the Setup area by clicking on the Setup link in the upper-right corner.

Under the "Timesheets & Hours" section, click on "Hour Types".

Create a New Hour Type:

Click the "New Hour Type" button to create a new hour type.

In the Name field, enter "Training and Certifications".

Set the Hour Type as General:

In the Hour Type settings, ensure that the "General" option is selected. This ensures that the hour type is general and not tied to specific billing or project-related activities.

Select “General” from the available options. This categorizes the hours as non-specific to a particular project or client work.

Uncheck the "Count as Revenue" Box:

There is an option labeled "Count as Revenue" which, if checked, considers the hours logged under this type as billable revenue. Since training and certifications are not revenue-generating activities, this box should be unchecked.

Ensure that the "Count as Revenue" box is unchecked to prevent these hours from being considered billable.

Save the New Hour Type:

After configuring these settings, click "Save" to create the new hour type.

Ensure all necessary details are correct and then save the new hour type.

These steps will create a new hour type named "Training and Certifications" that appears on timesheets, allowing the creative services team to log hours for their training and certification activities.

References:

The steps for creating and configuring hour types can be found in the "System Admin Essentials" section of Workfront documentation and training materials, which cover detailed administrative tasks (Webinar - Admin Essentials - User Experience - Apr 27, 2022)​​.