Allow user assignments regardless of role and group membership in the Scheduling areas

CAUTION

We are no longer supporting the Resource Scheduling tools and they will soon be removed from Adobe Workfront.

We recommend that you use the Workload Balancer for scheduling your resources.

By default, assignments can be made only to users who have a role defined on their user profile that matches the role assignment of the task or issue that is being assigned to them when using the Resource Scheduling tools.

You can configure Adobe Workfront to allow tasks and issues to be assigned to any user, regardless of whether that user has a role defined on their user profile that matches the role assignment of the task or issue that is being assigned to them. When you assign a user to a task or issue and that user does not have a role that matches the role assignment on the task or issue, the original role assignment is removed, and the role assignment changes to the role of the user you are assigning.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*

Any

Adobe Workfront license*

Work or higher

Access level*

View or higher access to Projects, Tasks, and Issues

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.

Object permissions

Contribute permissions or higher to the projects, tasks, and issues you update assignments for

For information on requesting additional access, see Request access to objects .

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Allow assignments to users regardless of role

  1. Go to the scheduling timeline for multiple projects, for an individual project, or for a team:

    • For multiple projects:  Click the Main Menu icon in the upper-right corner of Workfront, click Resourcing > Workload Balancer, then select Scheduling in the upper-left drop-down menu.
    • For an individual project: Go to a project, click the Workload Balancer section in the left panel, then select Scheduling from the upper-left drop-down menu.
    • For a team: Click the Main Menu icon in the upper-right corner of Workfront, then click Teams, select a team, click Workload Balancer in the left panel, then select Scheduling from the upper-left drop-down menu.
  2. Click the Settings icon on the scheduling timeline.

  3. Disable the option Limit Assignments to Users with Matching Role.

  4. Click Return to Scheduling.

Allow assignments to users regardless of group membership

By default, assignments can be made only to users who are members of the group that is associated with the project (this is the group that is defined when editing the project).

IMPORTANT

This setting takes into account only the members of the group associated with the project, and not any members of any subgroups of that group.

You can configure Workfront to allow tasks and issues to be assigned to any user, regardless of whether that user is a member of the group that is associated with the project where the task or issue resides.

  1. Go to the scheduling timeline for multiple projects, for an individual project, or for a team:

    • For multiple projects:  Click the Main Menu icon in the upper-right corner of Workfront, click Resourcing > Workload Balancer, then select Scheduling in the upper-left drop-down menu.
    • For an individual project: Go to a project, click the Workload Balancer section in the left panel, then select Scheduling from the upper-left drop-down menu.
    • For a team: Click the Main Menu icon in the upper-right corner of Workfront, then click Teams, select a team, click Workload Balancer in the left panel, then select Scheduling from the upper-left drop-down menu.
  2. Click the Settings icon on the scheduling timeline.

  3. Disable the option Limit Assignments to the Group Associated with the Project.

  4. Click Return to Scheduling.

 

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