Adobe Workfront Planning: article index
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization’s instance of Workfront must be onboarded to the Adobe Unified Experience.
You can use this page as the starting point for all the documentation related to Adobe Workfront Planning.
The articles in the sections listed below describe how you can configure Workfront Planning and start using it.
General information about Adobe Workfront Planning
Access the following articles for general information about the new Workfront Planning:
- Adobe Workfront Planning overview: A high-level overview of Adobe Workfront Planning, including the terminology and concepts that are unique to this solution. We recommend that you start your journey with Workfront Planning here.
- Adobe Workfront Planning object limitations overview: A list of limitations for the number of objects you can create in Workfront Planning.
- Adobe Workfront Planning release activity: article index: A list of all release notes for Workfront Planning, starting with The Fourth Quarter release of 2024.
- Adobe Workfront Planning best practices: A collection of frequently-asked questions and best practices for using Workfront Planning.
Workfront Planning architecture and functionality
The following sections contain articles that describe in detail the features currently available for Workfront Planning:
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Access and permission information: article index contains the following information:
- Workfront licenses and Planning permissions
- Planning sharing permissions
- Share views
- Share workspaces (records and fields)
- Share record types (records and fields)
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Architecture: article index contains the following information:
- Create, edit, delete workspaces
- Create, edit, delete record types
- Connect record types and examples of connecting record types
- Workspace templates
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Fields: article index contains the following information:
- Create, edit, and delete fields
- Formula fields
- Primary fields
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Records: article index contains the following information:
- Create, edit, and delete records
- Connect records
- Add a cover image or a thumbnail to a record
- Manage the layout of a record page
- Record comments and History section
- Share records
- Manage Workfront Planning records from Workfront
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Adobe Workfront Planning requests: article index contains the following information:
- How to create a request form for a record type.
- How users can submit a request to a record type request form and create records.
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Views: article index contains the following information:
- Create record views
- Manage the table, timeline, and calendar views
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Notifications: Article index contains the following information:
- Manage notification preferences
- Planning in-app notifications
- Planning email notifications
Additional features available for Workfront Planning
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Adobe Workfront Planning API basics: The goal for the Adobe Workfront Planning API is to simplify building integrations with Planning by introducing a REST-ful architecture that operates over HTTP.
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Adobe Workfront Planning modules for Workfront Fusion: With the Adobe Workfront Planning modules, you can trigger a scenario when events occur in Workfront Planning. You can also create, read, update, and delete records, or perform a custom API call to your Adobe Workfront Planning account.
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Adobe Workfront Planning AI Assistant overview: With the Workfront AI Assistant for Planning you can search for records, or create, update, and delete records by using commands and letting the assistant do the work for you.
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Configure Adobe Workfront Planning automations: You can configure automations in Adobe Workfront Planning that, when activated, create objects in Workfront or records in Workfront Planning when triggered from a Planning record.
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Get started with the Adobe Workfront Planning and Adobe GenStudio for Performance Marketing integration: You can manage records from GenStudio for Performance Marketing in the GenStudio workspace in Workfront Planning.
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Workfront Planning reporting capabilities: You can now view Workfront Planning information in a report using the Workfront Canvas Dashboard. For information, see Canvas Dashboards overview.