The Scheduling functionality described in this article has been deprecated and removed from Adobe Workfront starting with the 23.1 release in January 2023.
This article will also be removed shortly after the 23.1 release, in early 2023. At this time, we recommend that you update any bookmarks accordingly.
You can now use the Workload Balancer to schedule work for your resources.
For information about scheduling resources using the Workload Balancer, see the section The Workload Balancer.
The following sections describe where you can access the scheduling area within Adobe Workfront, as well as the functionality available in the scheduling area.
You can schedule resources in the following areas in Workfront:
For any projects for which you are the resource manager (from the Scheduling area)
The Scheduling area in Workfront enables resource managers to make resourcing assignments across multiple projects.
For an individual project when you are a member of the project team (from the Scheduling area of a project):
The Scheduling area within a project enables members of the project team to assign work from the project to users on the project team.
For an individual team you are a member of (from the Schedule section of the team)
The Scheduling section in a team enables team members to assign work already assigned to the team from multiple projects to individual team members.
The scheduling area displays tasks and issues and current resourcing assignments.
You can adjust the date range for which data is displayed on the scheduling timeline. By default, the date range is 2 weeks (14 consecutive days, including weekends) starting on the current day.
The Unassigned area on the scheduling timeline displays only those tasks and issues that meet all the following criteria:
The Unassigned area at the top of the scheduling timeline displays tasks and issues that meet the following criteria:
The Unassigned area at the top of the scheduling timeline displays tasks and issues that meet the following criteria:
Any users who are eligible to be assigned one of the unassigned tasks are located below the Unassigned area. Users are available on the scheduling timeline to be assigned a task or issue in the following circumstances:
By default, users are displayed on the scheduling timeline only when they have a job role defined in the system (either the primary job role or a secondary job role), and that job role matches the job role assigned to a task or issue that is currently visible in the Unassigned area on the scheduling timeline. You can disable this functionality so 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. For more information, see Allow user assignments regardless of role and group membership in the Scheduling areas.
A user and the user’s assigned tasks can appear multiple times on the scheduling timeline if the user has multiple job roles designated in the Workfront system.
Users remain on the scheduling timeline after they are assigned a task or issue, even if there are no remaining tasks or issues that have a matching role assignment. This allows you to make any necessary changes after they are assigned.
If the task is not assigned to a job role, all users that meet the filter requirements are displayed. For more information about the filter, see Filter information in the Scheduling area.
They have been designated in the Users field in the Filter tab.
For more information about the filter, see Filter information in the Scheduling area.
When scheduling resources for a team (on the Working On tab), the team assignment is also shown.
Any other tasks or issues assigned to those users are also displayed on the timeline.
You can see the level in which users are allocated on a given day, as described in Manage user allocations in the Scheduling areas. Tasks that you do not have at least Contribute permissions display as a gray bar on the scheduling timeline.
Each member of the team is always displayed on the scheduling timeline, regardless of the job role assignments of the users and the role assignments of the tasks in the Unassigned area.
If a user has multiple job roles defined in the system, the user appears multiple times on the scheduling timeline when either of the following criteria are met:
Each member of the team is always displayed on the scheduling timeline, regardless of the job role assignments of the users and the role assignments of the tasks in the Unassigned area.
You can see the level in which users are allocated on a given day, as described in Manage user allocations in the Scheduling areas. Tasks that you do not have at least Contribute permissions to display as a gray bar on the scheduling timeline.
Default content: By default, all tasks that meet the requirements defined in the section Task and issue prerequisites in the Get started with Resource Scheduling article on all projects with the status of Current are displayed on the scheduling timeline.
To customize what is displayed on the scheduling timeline, including showing issues and projects with a different status, use the filter, as described in Filter information in the Scheduling area.
A maximum of 10 tasks per day are displayed for a given user. You can expand the list to view all tasks currently assigned to that user.
Parent tasks: Whether parent tasks are displayed on the timeline depends on several settings. For more information, see the section “Configure whether parent tasks are displayed on the scheduling timeline” in the Configure settings in the Scheduling areas article.
Color-coding: Tasks and issues on the scheduling timeline are color-coded according to the project they belong to. You cannot customize the color that is associated with a specific project.
When scheduling work for teams (from the Staffing tab), colors are used only if the Show All User Tasks option is enabled. For more information, seethe section “Configure whether parent tasks are displayed on the scheduling timeline” in the Configure settings in the Scheduling areas article.
Task durations: Task durations are represented on the timeline for each task (the task physically spans across the number of days equal to the duration). You cannot adjust the task duration from the scheduling timeline.
Time off: Time off is represented on the scheduling timeline by a light gray indicator in the column on the day for which time off is scheduled for a given user.
Time off is configured for each user based on the following information:
The user’s personal time-off calendar. For more information about the personal time-off calendar, see Configure personal time off in Adobe Workfront.
The schedule that is assigned to the user. This might be the default schedule or a custom schedule. For more information about schedules, see Create a schedule.
Weekends: Weekends are represented on the scheduling timeline as light gray shading on Saturdays and Sundays. Days of the week that are set as weekends on the scheduling timeline are not configurable. You can schedule users for work on weekends.