Fill in essential project details
In this step, you will learn about the key project settings necessary when creating a new project in Workfront. You will explore the various options available and understand which fields are crucial to fill in at the start. While many fields can be left with default settings, you will gain insights into best practices for naming projects, setting statuses, and organizing projects into portfolios and programs. This knowledge will help you create well-structured projects that are easy to manage and report on.
Key takeaways
- Use Descriptive Project Names: Avoid confusion by naming projects descriptively instead of using generic titles. Organizing projects into portfolios and programs enhances reporting and consistency.
- Set Appropriate Project Status: Begin with “Planning” status when creating a project, then switch to “Current” when the project goes live. Non-“Current” statuses pause notifications, allowing for replanning without disruptions.
- Leverage Templates and Custom Forms: Use project templates for consistency and custom forms to store unique project data. These tools simplify setup and ensure essential information is captured.
- Utilize Resource Pools and Schedules: Assign resource pools to projects for effective resource management and apply the correct schedule to reflect workdays, hours, and holidays. This ensures smooth project execution and resource allocation.
Next, you will learn how to navigate the project page in Workfront, allowing you to manage and track your projects effectively.