Functionality available for each object type

The following tables lists the functionality available for each object type in the various access levels.

It also indicates which actions Workfront administrators can disable or enable using an access level.

Projects

Only users with a Plan license can be granted full access to projects.

Action Planner Worker Reviewer Requestor External user
Create ✓*        
Copy ✓*        
Delete ✓*        
Share ✓* ✓*      
Share system-wide ✓*        
View ✓* ✓* ✓*    
Add a custom form        
Update custom fields      
Add an approval process        
Approve a project    
Add document    
Add issue      
Add tasks      
Give updates/comments    
Change status        
Log hours      
Edit assignments      
Manage a baseline        
Manage risks        
Manage finance        
Add/edit expenses      
Attach templates        
Save as a template        
Add/edit a business case        
Edit project details        
Edit staffing        
Export to MS Project    
Recalculate finance/timeline        
Set queue properties        

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

Tasks

Action Planner Worker Reviewer Requestor External user
Create ✓* ✓*      
Delete ✓* ✓*      
Share ✓* ✓*      
Share system-wide ✓*        
View ✓* ✓* ✓* ✓*  
Add predecessors      
Add issues      
Edit a task (excluding status)      
Change task status      
Add documents    
Copy a task      
Move a task      
Log hours      
Accept an assignment      
Make an assignment Only in in-line edit Only in in-line edit  
Attach a custom form      
Edit custom fields      
Create an approval process      
Approve a task    
Edit finances        
Add/edit expenses      
View finance    
Updates/comments    

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

Issues

Action Planner Worker Reviewer Requestor External user
Create ✓* ✓* ✓* ✓*  
Edit  
Delete ✓* ✓* ✓* ✓*  
Share ✓* ✓* ✓* ✓*  
Share system-wide ✓*        
View ✓* ✓* ✓* ✓*  
Attach custom forms  
Edit custom fields  
Approve issues  
Add an approval process  
Add documents  
Copy issues  
Move issues  
Log hours      
Convert an issue to a project      
Convert an issue to a to task        
Accept assignments      
Make assignments      
Add updates and comments  

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

Portfolios

Only users with a Plan license can have full access to portfolios.

Action Planner Worker Reviewer Requestor External user
Create ✓*        
Delete ✓*        
Share ✓*        
Share system-wide ✓*        
View ✓* ✓* ✓*    
Edit details        
Attach custom forms        
Edit custom fields        
Add and remove projects        
Approve projects        
Portfolio optimization        
Add documents    
Add updates and comments    

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

Programs

Only users with a Plan license can have full access to programs.

Action Planner Worker Reviewer Requestor External user
Create ✓*        
Delete ✓*        
Share ✓*        
Share system-wide ✓*        
View ✓* ✓* ✓*    
Edit details        
Attach custom forms        
Edit custom fields        
Add and remove projects        
Approve projects        
Portfolio Optimization        
Add documents    
Add Add updates and comments    

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

Reports, dashboards, and calendars

Users with a Plan license can have full access to reports. All other Access Levels have View access to reports.

Action Planner Worker Reviewer Request External user
Create ✓*        
Delete ✓*        
View built-in reports ✓*        
Share ✓*    
Share calendars and reports publicly ✓*        
Share system-wide ✓*        
View ✓* ✓* ✓* ✓* ✓*
Edit        
Copy        

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

NOTE

Requestors can view only reports that have been shared with them

Filters, views, and groupings

Action

Planner

Worker

Reviewer

Requestor

External user
Create ✓* ✓* ✓* ✓*  
Delete ✓* ✓* ✓* ✓*  
Share ✓* ✓* ✓* ✓*  
Share system-wide ✓* ✓* ✓* ✓*  
View  
Edit  

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

Documents

Action Planner Worker Reviewer Requestor External user
Create ✓* ✓* ✓* ✓*  
Delete (documents and folders) ✓* ✓* ✓* ✓*  
Share ✓* ✓* ✓* ✓*  
Share publicly (externally) ✓*        
Share system-wide ✓* ✓*      
View ✓* ✓* ✓* ✓* ✓*
Edit details  
Download
Checkout  
Add approvers  
Approve documents
Attach custom forms  
Edit custom fields  
Move to (object)  
Send to (integration)  
Add updates and comments  
Upload new version  
Delete a version  
Preview
Proof  
Generate proof      
Remove proof  
Add/Remove**  
Rename**  
Link (with integration)  
Unlink (with integration)  

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

**Available only for document folders, not documents

Users

Action

Planner

Worker

Reviewer

Requestor

External user**

Create ✓*        
Delete ✓*        
Edit, delete, deactivate, log in as, or reset the password for any user ✓*        
Edit, delete, deactivate, log in as, or reset the password for any user in a group they administer ✓*        
View users  
View contact info  

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

**External users can only search for other users

Teams

Action

Planner

Worker

Reviewer

Requestor

External user*

Create ✓*        
Delete ✓*        
Edit teams they're on ✓* ✓*      
Edit teams in groups they manage ✓*        
View all teams  
View teams associated with their groups  

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

Templates

Action Planner Worker Reviewer Requestor External user
Create ✓*        
Delete ✓*        
Share ✓*        
Share system-wide ✓*        
View ✓*        
Copy        
Edit template details        

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

Financial data

Only users with a Plan license can have full access to financial data.

The Request and External User license types are not included here because they don’t have access to [select object or area].

Action Planner Worker Reviewer
Edit role billing and cost rates ✓*    
Edit user billing and cost rates ✓*    
View role billing and cost rates ✓*    
View user billing and cost rates ✓*    
Manage billing records    
Manage expenses  
View financial data ✓* ✓* ✓*
View information by Cost in the Resource Planning tools    
Budget Resources in the Resource Planning tools**    
View resource allocation in the Resource Planning tools*
Create risks on projects    
View risks on projects

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

**Requires additional access to Resource Management.

Resource Management

Only users with a Plan license can have full access to [select object or area]. Other license types can have limited or no access to Resource Management in Workfront.

Action Planner Worker Reviewer Requestor External user
Edit priorities and budget hours in the Planner ✓*        
Create, edit, delete Resource Pools** ✓*        
Update Planned Hours in the Workload Balancer*** ✓*        
View project priorities in the Resource Planner ✓*        
View resource allocation in the Resource Planning tools ✓* ✓* ✓*    
View Resource Pools ✓* ✓* ✓*    
Budget resources in the Resource Planning tools**        
Attach Resource Pools to projects, templates, and users        

* Using an access level, Workfront administrators can disable or enable this functionality. For more information, see Configurable access to functionality for each object type.

**Requires additional access to Financial Data and permissions to project finances. If you grant Resource Management access to a Planner user who doesn’t have access to Financial Data, the user can still see the hourly allocations in the Resource Planner, but can’t switch to Cost view or view the Business Case. For more information, see Grant access to financial data and Share financial permissions on an object.

***Requires permission to Contribute to the object, with Make Assignments enabled under Advanced Settings. For information, see the section Understand inherited permissions and the hierarchy of objects in the article Overview of sharing permissions on objects.

Scenario Planner area

Action Planner Worker Reviewer Requestor External user
Create/edit existing plans and initiatives    
Add or edit job role information on plans and initiatives*    
Add or edit cost information on plans and initiatives*    
Delete plans and initiatives    
View Scenarios in the Main Menu  
View plans and initiatives that the user created*    
NOTE

Users can view a plan that another user created only if a link to the plan is shared with them.

* In order for users to view financial data in a plan or initiative, they need access to Financial Data. For more information, see Grant access to financial data.

Workfront Goals area

Actions View Edit
Create  
Edit / delete all goals  
View Goals in the Main menu
View the Goals area from a shared link
View all goals in the system
Activate/ deactivate/ close all goals  
Create/ edit/ delete activities  
Create/ edit/ delete results  
Add an aligned goal  
Update progress on a result or activity  
Own a goal, result, or activity
Comment on a goal
Copy goals  
View the Goal List section in the left panel
View the Graphs section in the left panel
View the Goal Alignment section in the left panel
View the Pulse section in the left panel
View the Check-in area in the left panel  
View the Settings area in the left panel
Print a list of goals

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