Saltar al contenido principal

Domo University Videos

Domo

Workfront Connector

Important: When referencing this page outside of Knowledge Base, use this link: http://knowledge.domo.com?cid=workfront

Intro

Workfront (formerly called AtTask) develops web-based work management and project management software. Use Domo's Workfront connector to retrieve data relating to customers, work assignments, projects, milestones, documents, and so on. To learn more about the Workfront API, visit their page (https://developers.workfront.com/api-docs/).

The Workfront connector is a "Cloud App" connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window.

You connect to your Workfront account in the Data Center. This topic discusses the fields and menus that are specific to the Workfront connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

Use this connector to pull data about the status of projects and the individual tasks that apply to those projects.

Primary Metrics

  • Project status

  • Start and complete dates

  • Hours per project

  • User hours

  • Resources

  • Common issues

Primary Company Roles

  • Project manager

  • Operations

Average Implementation Time

5-10 hours for basic implementation

Ease of Use (on a 1-to-10 scale with 1 being easiest)

4

Best Practices

  • Reports should typically be run using "Replace." Users are limited to 10 concurrent running reports, so you should avoid having 10 or more DataSets scheduled to run at the same time.

  • You will need to have a good understanding of the data in your Workfront account to get useful data from the connector.

Prerequisites

To connect to your Workfront account and create a DataSet, you must have the following:

  • The username and password for your Workfront account.

  • The URL for your AtTask/Workfront server (for example, https://yourcompany.attask.ondemand.com).

Note that some users may have attask domains, while others may have workfront domains.

Connecting to Your Workfront Account

This section enumerates the options in the CredentialsDetailsand Advanced panes in the Workfront Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

Credentials Pane

This pane contains fields for entering credentials to connect to your Workfront account. The following table describes what is needed for each field:  

Field

Description

Username

Enter the username you use to log into your Workfront account.

Password

Enter the password you use to log into your Workfront account.

Once you have entered valid Workfront credentials, you can use the same account any time you go to create a new Workfront DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.

Details Pane

This pane contains a single menu in which you select a report. The following table describes all of the reports you can create using the Workfront connector: 

Report

Description

Approval

Returns a list of approvals for the account.

Assignment

Returns a list of assignments, including assigner and assignee, average work per day, project, current status, etc.

Baseline

Returns a list of project baselines, including project ID, start and completion dates, customer ID, budget, planned hours, etc. 

Category

Returns a list of categories (custom data forms).

Group

Returns a list of groups, including group ID, customer ID, description, etc. 

Hour

Returns the number of hours entered for users in the account.

Hour Type

Returns a list of hour types used in the account, with  name, description, etc. 

Issue

Returns a list of issues, including start date, assignee, current status, description, planned hours, responsible team, etc.

Job Role

Returns a list of job roles used in the account, with name, description, cost per hour, etc.

Milestone

Returns a list of milestones, including name, description, customer ID, etc. 

Milestone Path

Returns a list of milestone paths, including name, description, customer ID, etc. 

Note

Returns a list of notes, including note subject, note text, project, owner, etc. 

Parameter

Returns a list of parameters (fields in custom data forms).

Portfolio

Returns a list of portfolios, including name, customer, entry date, etc.

Program

Returns a list of programs, including name, owner, description, etc.

Project

Returns a list of projects, including name, budget, actual costs, hours worked, status, owner, etc.

Project User

Returns a list of project users, including customer ID, project ID, and user ID.

Resource Allocation

Returns information about resource allocation for given projects and customers, including scheduled hours, budgeted hours, etc.

Resource Pool

Returns a list of available resource pools, including customer ID and description.

Role 

Returns a list of user roles in the account. 

Schedule

Returns a list of schedules in the account. 

Task

Returns a list of tasks, including start date, assignee, current status, description, planned hours, responsible team, etc.

Team

Returns a list of teams in the account.

Template

Returns a list of templates in the account.

Timesheet

Returns timesheet information for all users in the account.

User

Returns information for all users in the account, including name, title, email address, billing information, etc.   

Work

Returns information about work done, including expense and labor cost, duration, revenue, etc. 

Work Item

Returns a list of work items, including task ID, user ID, status, scope, etc. 

Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

Troubleshooting

The biggest issues here come from not understanding the data. The UI is very simple and only allows for a single report selection.