Functionality available for each object type for various access levels

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview Sandbox environment.

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 these objects and areas.

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
✓*
✓*
✓*
Manage rate cards
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
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