- Workfront Tutorials
- Administration and Setup
- Organizational setup
- Manage deleted items
- Configure system defaults
- Layout templates
- What are layout templates?
- Find layout templates
- Customize terminology with layout templates
- Customize the Main Menu with layout templates
- Add and manage pins through a layout template
- Customize Home with layout templates
- Assign and manage access to layout templates
- Customize object areas with a layout template
- Customize project details with layout templates
- Customize project headers with layout templates
- Customize reporting lists with layout templates
- Email and In App Notifications
- Create and manage users
- Approval processes and milestone paths
- System performance and maintenance
- Project finances
- Custom Data
- Custom Forms
- Calculated expressions
- Get started with calculated fields and expressions
- Learn the data expression structure
- Understand Date & Time and Mathematical expressions
- Create ADDDAYS, ADDWEEKDAY, ADDMONTHS, ADDYEARS expressions
- Use the Calculation Editor
- Create DATEDIFF and WEEKDAYDIFF expressions
- Create a SUB, SUM, DIV, or PROD data expression
- Use the CONCAT expression in a calculated field
- Create LEFT/RIGHT expressions
- Use the ISBLANK and CONTAINS expressions
- Create an IF text expression
- Things to know about calculated field expressions
- Manage work
- Projects
- Understand basic project creation
- Learn four ways to create a project
- Fill in the project details
- Navigate the project page
- Get started planning a project
- Take a project live
- Get started managing a project
- Find projects
- Share a project
- Understand project communication
- View project information
- Track overall project progress
- Track work progress with project metrics
- Understand the Gantt view
- Understand the Board view
- Tasks
- Issues/requests
- Request queues
- Portfolios
- Approval processes and milestone paths
- Create and manage project templates
- Project timelines
- Close a project
- Project finances for users
- Intermediate projects
- Projects
- Reporting
- Basic reporting
- Understand reporting elements
- Understand reporting components
- Create a basic grouping
- Create a basic view
- Add basic conditional formatting to a view
- Create a basic filter
- Create a basic filter activity
- Create a simple report
- Create a task report
- Create reports with charts
- Create a matrix report
- Create dashboards
- Send and share reports
- Understand report settings
- Intermediate reporting
- Create filters with user-based wildcards
- Create filters with date-based wildcards
- Create OR statements in filters
- Understand built-in project filters
- Understand built-in task filters
- Understand built-in issue filters
- Understand basic text mode for filters
- Understand basic text mode for views
- Understand basic text mode for groupings
- Create custom prompts
- Advanced reporting
- Calendar reports
- Enhanced Analytics
- A moment with Product about Enhanced Analytics
- Get started with Enhanced Analytics
- Add analytics to layout templates
- Understand basic navigation
- Understand work and people charts
- Understand filters
- Understand date ranges and timeframes
- Understand planned hours and duration views
- Understand actions: hover click and drag and click in
- Understand KPIs
- Understand navigating and reviewing projects
- Dig deeper using timeframes and additional charts
- Understand navigating and reviewing project activity
- Dig deeper into navigation
- Understand accessing and reviewing the burndown
- Review the tasks in flight
- Take action by making updates
- Understand the activity by team chart
- Understand the resource capacity chart
- Understand team capacity
- Understand a KPI comparisons use case
- Understand an end user use case
- Understand consulting guidance
- Basic reporting
- Manage resources
- Workfront Goals
- Establish a vision for your org
- Understand the vision behind Workfront Goals
- Understand how Workfront Goals works
- Understand how Workfront Goals fits in your work cycle
- Establish a vision and strategy for your org
- Create a clear objective statement
- Collaborate around enterprise and organizational goals
- Align groups and teams to the strategy
- Create your goals
- Activate your goals
- Manage your goals
- Monitor your goals
- Establish a vision for your org
- Integrations
- Adobe Creative Cloud
- Adobe Experience Manager Assets Essentials
- G Suite
- Jira
- Microsoft Outlook
- Microsoft Teams
- Adobe Workfront for Microsoft Teams Overview
- Install Adobe Workfront for Microsoft Teams
- Access Adobe Workfront from Microsoft Teams
- Search for and share Adobe Workfront items in Microsoft Teams
- Create Adobe Workfront tasks from Microsoft Teams
- Submit Adobe Workfront requests from Microsoft Teams
- Manage Adobe Workfront notifications in Microsoft Teams
- Slack
- Fusion
- Welcome to Workfront Fusion
- Understand the basics
- Universal connectors and routing
- Iteration and aggregation
- Execution history and scheduling
- Beyond basic modules
- Data structures and data stores
- Final functional bits and bobs
- Troubleshooting and error handling
- Workfront Fusion administration
- Design optimization and testing
- Exercises
- Initial scenario design
- Beyond basic mapping
- Filters
- Access previous versions
- Introduction to universal connectors
- Routers
- Routing patterns
- Set/Get variables
- Introduction to iterators
- Aggregation
- Advanced aggregation
- Execution history
- Exploring runs cycles and bundles
- Switch function
- Switch module
- Webhooks
- Data structures
- Data stores
- Working with JSON
- Dev tool
- Workfront Proof
- Learn the benefits of proofing
- Understand the difference between a document and a proof
- Proofing viewers explained
- Administration and setup
- What is an automated workflow template
- Customize proof comment actions
- Customize proof decision options
- Understand email alerts and proof notifications
- Proof roles and email alerts
- Report on proofs
- Set default at risk proof settings
- Set up global proof settings
- Set default proof roles
- Set up proof account default settings
- Settings for proof users
- Upload proofs
- What is a proof version
- Who uploads the proof versions
- Convert a document to a proof
- View and compare proof versions
- Upload a proof version
- Manage proof versions
- Upload a proof of a video
- Upload a proof of a website
- Upload a proof with a basic workflow
- Upload a proof with an automated workflow
- Upload with a drag and drop
- Combine multiple files into a single proof
- Proof workflows
- Review and approve work
- Workfront DAM
- System setup
- Metadata and keywords
- Brand Connect customization
- Workfront DAM user: Contributor
- Understand Workfront DAM as a contributor
- Understand asset management as a contributor
- Understand finding assets as a contributor
- Understand lightboxes as a contributor
- Understand metadata and keyword best practices as a contributor
- Work with assets as a contributor
- Send a file as a contributor
- Publish assets as a contributor
- Add a Workfront DAM link
- Brand Connect user
- Home
- Remove, add, and rearrange widgets in Home
- Find your work
- Organize your to-do list
- Prioritize your work
- Indicate work status
- Communicate about work
- Log hours on work
- Mark assigned work as complete
- Approve work in Home
- Collaborate on work with My Updates
- Review work in My Updates or Home
- Understand updates and notifications
- Agile
- Best Practices
- Agile
- API Explorer
- Business case and portfolio optimizer
- Communication
- Custom forms
- Custom reports
- Dashboards
- Documents
- Filters, views, and groupings
- Job roles
- Layout templates
- Licenses and access levels
- Onboarding and adoption
- Organization units
- Portfolios and programs
- Preview sandbox
- Project, task, and issue preferences
- Project templates
- Workfront Proof
- Request queue
- Resource Planner
- Resource pools
- Scenario Planner
- Schedules
- Statuses
- System peformance and maintenance
- Text mode reporting
- Timeline planning and management
- Timesheets and loggin time
- Utilization
- Workfront Goals
- Workload Balancer
Set up task revenue & cost defaults
The revenue type and cost type are used to calculate the planned and actual financial information for a task. Default information for each of these can be set system-wide, so it applies to each new task created. The information can be changed on individual projects or set on project templates.
Five default revenue types are available:
- Not Billable
- User Hourly
- Role Hourly
- Fixed Hourly
- Fixed Revenue
And four default cost types are available:
- No Cost
- Fixed Hourly
- User Hourly
- Role Hourly
NOTE
When the revenue or cost types are set to Not Billable or No Cost, then revenue and cost estimates are not generated for the task. Therefore, work on the task does not contribute to project-level revenue or costs.
Set revenue and cost defaults
Select Setup from the main menu.
- Click Project Preferences in the left panel menu.
- Then click Tasks & Issues.
- In the New Task Default section, select the desired Revenue Type and Cost Type.
- Click Save when done.
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