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Access needed to budget resources in Workfront

Last update: Wed Sep 04 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
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When your company has purchased an Adobe Workfront license that includes Resource Planning you can view resource budgeting information for the projects that you have permissions to view. You can view budgeting information in the Resource Planner.

For additional information about prerequisites for using the budgeting tools in Workfront, see Get started with Resource Planning.

In order to budget resources, manage Resource Pools, and see Cost information in the resource planning tools, your company and you must have the following access:

Adobe Workfront plan

New: Any

or

Current: Pro or higher

Adobe Workfront license

New: Standard

or

Current: Plan

Access level configurations

  • Edit access to Resource Management in your access level that includes:

    • Access to edit project priorities and budget hours.

    • Access to manage Resource Pools, if you need to manage Resource Pools.

    For information about the Resource Management access level, see the article Grant access to Resource Management.

  • Edit access to Projects and Users.

  • Edit access to Financial Data in your access level, if you need to view or manage information by Cost.

    For more information about the Financial Data access level, see the article Grant access to financial data.

Object permissions

Manage permissions on the project that include Manage Finance permissions.

For information about project permissions, see the article Share a project in Adobe Workfront.

For information about financial permissions on a project, see the article Share financial permissions on an object.

NOTE

When budgeting resource in the Role view, if you have less than Manage permissions for at least one project listed under the role, you cannot budget hours, FTE, or Cost for the role. You can budget only the projects that you have Manage permissions for.

For more detail about the information in this table, see Access requirements in Workfront documentation.

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