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Create a User Delegation report

Last update: Wed Oct 16 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

In Adobe Workfront, users can delegate project, task, and issue approvals to other users to make sure that their approvals are managed when they are out of office. Users with a Plan license can create a User Delegation report to see:

  • Who has delegated their task, issue, and project approvals to another user

  • Which users have delegated task, issue, and project approvals assigned to them

  • The dates that the delegations start and end

To learn more about delegating approvals, see Delegate approval request.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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Adobe Workfront plan Any
Adobe Workfront license*

New: Standard

Current: Plan
Access level configurations*

Edit access to Reports, Dashboards, Calendars

Edit access to Filters, Views, Groupings

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.
Object permissions

View permissions to the items whose approvals are delegated and to the users involved in the delegation

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Create a user delegation report

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Reports.

  2. Click New Report, then select User Delegation.

    The following fields display in this report by default:

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    Field Description
    From User This is the user that is delegating their task, issue, and project approvals to another user.
    To User This is the user that has task, issue, and project approvals delegated to them.
    Start Date This is the beginning of the out of office time for the user that has made the delegations.
    End Date This is the end of the out of office time for the user that has made the delegations.

  3. (Optional) In the report builder, modify the following:

    • Columns (View)
    • Groupings
    • Filters
    • Chart

    To learn more about these features, see Create a custom report.

  4. After you finish building your report, click Save + Close.

    The report displays.

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