The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment.
The Scheduling areas have been removed from the Preview environment and will be removed from the Production environment in January 2023.
After January 2023, you must schedule your resources in the Workload Balancer.
For information about scheduling resources using the Workload Balancer, see the section The Workload Balancer.
The information in this article applies to you only if you have managed the scheduling of your resources in the Resource Scheduling areas of Adobe Workfront. Workfront started the deprecation of the Scheduling tools in November 2020 and has replaced them with the Workload Balancer.
For information about the deprecation plan for the Resource Scheduling tools and the timeline for their replacement with the Workload Balancer, see Deprecation of Resource Scheduling tools in Adobe Workfront.
We want you to experience as little work disruption as possible by helping you design a migration plan. The steps below will help you get your team trained and determine the best time for you to switch to the Workload Balancer.
You and your teams may be using some of the Resource Scheduling tools in the following areas of Workfront:
With this deprecation, the Workload Balancer replaces all the Resource Scheduling tools in all areas listed above.
Take the training Resource Management Program for the new Adobe Workfront experience (75 minutes) on Workfront One.
If you experience difficulty logging in or accessing the course, contact Customer Support. For information, see Contact Customer Support.
Follow the steps below to determine when the best time to migrate is for you:
Determine which features in the Resource Scheduling tools your team uses most and make sure those features are available in the Workload Balancer. For information about which features are currently available in the Workload Balancer, see the “Feature availability” section in the article Deprecation of Resource Scheduling tools in Adobe Workfront.
Nearly all capabilities of the Scheduling tools are now in the Workload Balancer.
Determine whether your team manages user allocations on assignments. Adjusting or modifying user allocations means modifying the planned hours per day for each user across the duration of a work item.
Allocations edited in the Scheduling tools do not transfer to the Workload Balancer. By default, the system equally distributes the total Planned Hours of a work item across the entire duration of the item.
You must manually manage allocations in the Workload Balancer to ensure the allocations match those you have in the Scheduling tools. For information, see Manage user allocations in the Workload Balancer.
Any saved filters in the Scheduling area will not automatically transfer to the Workload Balancer. Make time to create any filters you might need in the Workload Balancer. For information about creating filters in the Workload Balancer, see Filter information in the Workload Balancer.
We have identified the following versions for this step, depending on your findings in Step 2:
If you or your teams do not modify the daily hour allocations on work assignments, then you are ready to switch scheduling resources to the Workload Balancer.
Do the following:
Pick a transition date.
Give your team some time to get through the training about using the Workload Balancer prior to the transition date. For information about training see the section Migrate from Resource Scheduling to the Workload Balancer in this article.
Follow these guidelines to assist your teams:
If your workflow matches this scenario, you should be more strategic in your transition plan. The daily allocations that display in the Scheduling tools are stored in a different database than the daily allocations that display in the Workload Balancer. This means that the adjustments of daily allocations that you do in the Resource Scheduling tools do not transfer to the daily allocations in the Workload Balancer.
You have until January 2023 to ensure that your user allocation from the Scheduling areas matches that in the Workload Balancer in your Production environment. At that time, we are removing the Scheduling tools from the Production environment. You must manually adjust the allocations in the Workload Balancer to match those in the Scheduling tools. The Scheduling tools have already been removed from the Preview environment.
Consider the following when making the transition to the Workload Balancer when you use this Scheduling functionality:
Put on hold the managing of allocations in the Scheduling tools as your resource managers make the switch. To do this:
Find out the average duration of tasks in your current projects and take that into consideration when determining how long you need to put a hold on managing the user allocations.
You need to only look at your current or planning projects, which are those for which your teams are actively making assignments and managing daily allocations.
Create a task report and add the task Duration field in the view and group it by Project Name. Summarize the Duration column in the View by the Average, then save your report.
For information about creating a report, see Create a custom report .
Analyze your task report. For example, if your average task duration is 3 days, then a one week transition might be best. Have the team stop managing user allocations for a week. The following week, transition the team to the Workload Balancer and begin managing user allocations that following week.
This suggestion might not work if the average task duration is longer than the time remaining until the removal of the Scheduling tools.
You can continue to make task and issue assignments during the transition period. Assignments made will be reflected in both the Resource Scheduler and Workload Balancer.
If you are a larger organization with teams managing resources for hundreds of projects, you may consider transitioning from the Scheduling tools to the Workload Balancer one portfolio at a time. Consider a phased roll-out by creating customized filters in the Workload Balancer to look at one specific portfolio at a time.
Allow your resource managers to team up: have one person review assignments made in the Resource Scheduling tools and one making appropriate adjustments in the Workload Balancer. Once that team of two reconciles both tools, have them shift their workflows to the Workload Balancer.
If you need additional information with this migration, contact Custom Support. For information about contacting Support, see Contact Customer Support.