Best Practice - Portfolios and programs

What is an Adobe Workfront “best practice”?

Best practices are guidelines that represent an effective, efficient course of action; are easily adopted by you and the users at your company; and can be replicated successfully across your organization.

As you review these recommendations, please keep in mind that some Workfront best practices are universal while others might be more specific to the topic. Use these best practices as a framework to help guide your Workfront system setups and use.

Navigating this page

As you scroll through this page, first you’ll find a high-level list of all the best practices for the topic. This allows you to review the recommendations without diving into the details of “why.”

The “Why are these best practices?” area, found after the high-level list, provides greater detail into some of the best practices and why they’re deemed as a process, tool, etc., you should consider implementing with your Workfront instance.

Portfolios and programs best practices

Why are these best practices?

Best practice

Leverage portfolios and programs to help manage projects and reports.

Here’s why

When using portfolios and programs, you can use additional Workfront tools more efficiently. For instance, in a report, you may want to view only a set of projects that have the same objectives or are vying for the same budget. By organizing projects into a portfolio and/or program, you can easily filter those projects by that portfolio instead of several other criteria to narrow down the report.

In addition, you can employ additional tools such as the Utilization report, which helps you understand how and where users are working, or the Portfolio Optimizer, which makes it easier to prioritize projects and align them to overall company goals and strategies.

To understand how to filter a list of projects by a particular portfolio, see “Activity 1 - All projects in the Marketing portfolio” in Create basic filter activities.

To understand the Utilization report see the article Track progress, cost, and revenue with the Utilization report.

To learn about the Portfolio Optimizer see Use the Portfolio Optimizer to prioritize and manage work.