Adobe Workfront Second Quarter 2026 Release Webinar

Transcript

Hey everyone, good morning, good afternoon, good evening, based on where you’re located. We are going to get started. We’re going to jump right in this morning. I know we have a lot to cover with the second quarter release enhancements coming out next week. So let me just get right to it. Welcome to today’s Adobe Workfront second quarter release webinar. We’re going to be doing this in partnership with the product team. So excited to have them here on this call. If you have not joined any of our sessions before, just know that this is going to be So you guys will get a follow-up email later today with a link to the slide deck. You’ll get a copy of the recording. You’ll get any resources that may have been requested in the chat pod. So do keep an eye out for that. It’s going to come from our team, the scale customer success email, which is the csatscale at adobe.com email address. So like I said, keep an eye out for that later this afternoon. From an agenda standpoint, we’re going to spend most of our time today talking about obviously the second quarter release enhancements. Note the order of the enhancements.

So just be mindful of that. And I also just want to call out the disclaimer here. Roadmap disclosures are for informational purposes only and are not a guarantee of any future feature or functionality and are subject to change at any time. So just know that anything that we do talk about today, granted the release is happening next week, but things are subject to change.

We do our very best to make sure that there is time at the very end of the session for Q&A. We do have product managers here on the call helping out with the chat and the Q&A pod. So we will do our very best to get to all questions. But no, with probably 200 people on this call, we might not get to everything. So with that, I’m going to jump right into just some highlights. Obviously the release is happening next week, so it’s going to be happening next Thursday when you log into Workfront. You should see it if you are on the standard quarterly release schedule. If you are on the fast monthly release, you will see it on April 12th. Just some links in here for you guys that has access to the release notes. Make sure that you’re going into your sandbox environment, testing features out first before they move straight to production next week. Customer support is going to be your best resource next week. And moving forward, should you have any questions, you notice any strange functionality you find a bug, please do submit a ticket to them. They will want to make sure to log everything in their space to understand sort of what is happening across the board and add that to the known issues page. And then also just check out the status site where you can actually see performance issues outages that will also give you sort of an uptime for Workfront. So those are just your quick notes around releases. I’m not going to go through the list of speakers here. Everyone, we have a handful of folks from the product management team helping out to deliver on today’s webinar, sharing their expertise. They’re the ones behind the scenes, helping bring these feature enhancements to life. So thank you to the product team for being a great partner on this session with us. And then from a slide navigation perspective, we do try and be mindful of all of the features that are being released and add comments or call outs, especially related to things like things that might be part of an ultimate only package. And so you will see all the slides have specific sections where they’ll be organized by a said planning and then workflow and then fusion. And then if there’s any sort of restrictions or add-ons and related to your Workfront package, that will also be called out as well.

And then the last thing I have for you guys, this is a bit new for our sessions. Oftentimes we ask, you know, there’s obviously the chat pod and the Q&A pod. I will ask you guys to please use the Q&A pod today for all of your product related questions. Like I said, there are product managers on today’s call that are going to be using the Q&A pod to help with question and answer. So I realize that not everyone has access to the Q&A pod. If you don’t have access, please post it in the chat and sure, we can try and move it over as quick as possible. But if you do have access to the Q&A pod, please do use that. We also have the opportunity to export the Q&A at the end of the session. So that’s also a great resource for you guys to take advantage of when I send your follow-up email. So that’s my only, I will reiterate this throughout the session to keep you guys on pace. So with that, I’m going to hand it over to Andy and Lillit if you are here to talk about Workfront planning.

Perfect. Thank you, Nicole. I’m excited to kick it off here with a feature that we’re releasing that has been often requested. When customers start with planning, they often come to us and say, what are the best practices for how I implement this new tool that I’ve purchased? And so we’ve built in a set of six best practice templates that work together as part of a comprehensive implementation design. You will be able to access those when you go to create a new workspace if you are an admin and if you’re on planning prime or ultimate. These new workspaces include sample data, sample views, and they just really give you a good sense of, you know, what is Adobe’s recommendation for how I should think about my base best practice implementation design. We think you’re really going to enjoy it. And with that, I’ll turn it over to Lillit.

Thanks, Andy. And hey, everyone. Let’s talk about several access control enhancements that we are introducing with Qt 2. And the first one is we are now allowing the workspace managers to control the cross-workspace connectivity for their record types. So those of you who are using planning, you know that for record types, it is possible to configure, to become available and connect to from other workspaces.

Before this, this was only available for system administrators, which created some bottlenecks in the overall process. So now we are opening up this capability for all workspace managers to decide what other workspaces can also reuse and connect to the record type.

So the other enhancement is about the system-wide visibility for workspaces. So far, the workspaces were always like private. You needed to share it with certain people or groups or some other entities to gain access. And now we are introducing this everyone in the workspace can view setting. And as you set this setting, everyone in the system will be able to access the workspace, review the information in it and get familiar with the data there. So this is another way for you to ensure that data is accessible without having to follow up and share it with additional people all the time.

Next, please.

Yeah, let’s talk a little bit about how you can manage your workflows more efficiently. And this time we are delighted to introduce the triggered automations. And what this means is when you create an automation in your record types, now instead of a button click, you can also configure it to run automatically based on certain field value changes. So, for example, you could set it in a way that as soon as my campaign is in approved or ready status, I want a work front project to be generated and linked to it automatically. Previously, this action would only be done by using this button click. But now, again, like this can be just based on certain field changes and it will trigger the automation that way.

So please note that we are supporting things.

OK, there are some like fields that can be used to trigger this automation. So single select, multi-select, date, text or checkboxes. And also this is available for system administrators. Let’s move on.

And we have a bunch of other enhancements which are going to make the experience in general delightful for you. I’ll just try to go over them really quickly. First of all, we are now allowing you to decide what fields can be displayed on the records detail preview. Whenever you open a record from a table view, by default, it will only display the fields from that current view. And if you want to see additional information, you can also enable a toggle and pull into your detail screen all of the additional fields as well.

So other than that, we are also now supporting the ability to bring work front object stakeholders as look up fields. For example, the project owner or the project sponsor. Previously, these fields were not supported and now you can bring them over to planning. Whenever you create timeline views now, you can decide how your groupings will be sorted so that you can better control what information displays at the top.

Next up, we can relate it to global record types. We have added some distinction in the icon of the record type so that you can clearly understand whether this is the main workspace where the global record type is created and managed or whether this is a secondary team workspace that is reusing the global record type. And at last, we have certain enhancements on the sharing dialogues. First one is that now whenever you type a username, you will see the email address displayed so that you can select the right people with more confidence. And then also whenever you add a group, team, role or company, you can immediately expand the list and see who is included in that shared entity. And this is applied for all of the sharing dialogues in planning.

Next, please.

So these are the enhancements that we want to cover today. There are some additional items on the experience link. You can please go there and review as well. And before moving on, I just like to highlight that we are doing a webinar just dedicated to the global record types, how they function, and how you consider when you decide to use this and do some Q&A in general. So please just go ahead and register for it and I’ll be happy to see you all there. Thanks.

Thank you, Lilla. Yes, and that event is published to the events page on experience. So if you are interested in learning more about some planning enhancements, global record types, please do go ahead and take advantage of that.

Again, reminder, I realize that not everyone has access to the Q&A pod, but if you do, please use that for your product-related questions.

And now on to Workfront Workflow. We’ll start off with some enterprise operations enhancements being led by Susanna and Kat. And so I’m not sure which of you are leading this first session or on this first slide, but please take it away.

Hi, everyone. Hi, everyone.

We can probably continue with the video, I think, right away because we have a pre-recorded demo available on the next slide.

Sure thing.

New financial management enhancements in Workfront. These enhancements empower enterprises to forecast, track, and optimize finances with multi-level cost and billing hierarchies that keep every project profitable. Here is an overview of new financial capabilities in Workfront. We will cover system-wide rate attribute setup, rate attribute in user profile, rate card area in setup, job role alias, date-defective exchange rates, updates to rates section, updated UI for advanced assignments as well as new functional changes, ability to override rates on an assignment level, ability to define job role for billing, new cost and billing hierarchies, ability to mark tasks as overtime, as well as project-level control to preserve all billing information.

Without version 2, let’s get started. Here you have a new section called rate attributes. Rate attributes is a new concept where you are able to define different properties on your job role rates that define what kind of billing or cost rate you want to see on your job role, depending on those properties. For example, in different locations, your job role might have a different rate. Your designer in New York might have one rate and your designer in Los Angeles might have a different one. These are configurable and you can have different rate attributes based on your use case. You can have up to five levels of rate attributes in your instance and those can serve both your revenue calculations and cost calculations. Those can be optional and required. A setup is very flexible and can be adjusted with our suggestions and relationship filters.

This is a one-time admin setup, so it’s important to make sure that your rate attributes are selected carefully. These rate attributes will reflect in job role rates, rate card rates and also on user profiles, the rate card section. Again, it is situated in setup and it represents a new concept where you will find all of your rate cards that represent your client agreements regarding what your services will cost, what will be the billing rate for your services for the job roles, non-labour resources and expenses. Let’s look at the example of a rate card. Here you see a rate card where I have agreed to specific prices in a data-effective manner for different job roles, for different attributes and these are my client agreements. Let’s try to add another one. Let’s say with my client we have agreed that I would need a director and then this director, if they are from Hogwarts and the location is USA, then their rate would be $500 per hour. I also can add a job role alias, which is basically the alias that your customer prefers to use for this job role. This job role in the system is called director, but this customer might prefer to call it CEO. It can be already an existing alias or it can be a new one and you can create it right here on the flight.

Here I have created my alias. I also have a unit of measure which is hour by default, but you can change it to day, week, month or year. Also, you can lock the rate if you want and also you can update effective rates if required. Now I’ll save it.

Here the director rate with the provided rate attributes is added and now I can push these changes to my existing project in order these changes to apply.

On the rate card, I also have no labor resource category and also expense types, which I’m not going to touch in this demo, but those will be covered in other demos related to no labors. Also, we have a details section where you have the description for the rate card, the association with the Groupon company and also some metadata. Rate cards can be attached to many projects at the same time, but every project can have only one rate card attached. If you make changes on the rate card, those will not apply to those projects unless the changes are pushed. You can also have settings like adjusting rates, locking rates and editing here in the rate card. How rate cards and rate attributes affect projects in Workfront. Let’s open a project and here from the get-go you can see that our rate section is renamed. Before it was a billing rate, but now it has both billing and cost rates. That’s why it’s renamed to rates. In the billing section, you will see different options like adding new job role billing rate, user billing rate, attaching rate card, also some no labor financials, which I’m not going to cover today. These two options are basically rate overrides, so you can set a specific rate for a job role on this particular project and the same can be done for user. Also, you can attach a rate card to a project. Let’s select one and attach it. And this will mean that all of the rates from that rate card are now applicable to this project and will derive financial calculations on this project. If you don’t want that to happen or if you have some exceptions, these overrides will come to play.

Let’s create an override for the director at 600.

And also let’s experiment with the user billing rate override for the author at 500.

Another option you have is adding cost rate overrides for users in case you want to have cost rate exceptions. Let’s do John Doe and give them 45 as a cost rate override.

Now John Doe will be calculated, the cost will be calculated based on this override and not based on the rate in their user profile or their primary job role.

All of this can be done also in a data effective manner. Rates are established. Let’s see how those show up on your tasks and assignments. I’m going to task sections and let’s open our advanced assignment screen.

You can see that the advanced assignment screen is very different. We have added lots of information here and all of this information is configurable. You have a column manager that helps you choose what information is important and interesting to you and what you want to hide.

Here you have all of your know-how information as well as new things like job role for billing. This is a new functionality that is available both on assignment level as well as project level where you can set a different job role that will be used only for your billing rate under this particular assignment or across the project for this particular user if you choose to. This is useful when your user’s primary job role doesn’t reflect the work that needs to be done on this project but your user has a skill in order to fulfill the task in a different job role and you want to build them to your customer as a different job role. This won’t affect their cost rate, this will only affect their billing rate so this is only going to reflect in your revenue calculations. You also have advanced search here on the advanced assignment screen which will help you to find your fit assignments easily easier. You have filters by job roles and the rate card job roles which will show you all of the job roles that are present in the attached rate card.

You also have full visibility into your date effective settings for each assignment.

And you can also set date effective overrides on each assignment for job role for billing rates and cost rates.

On your billing rate section you can see you have the source of the billing rate available so you always know where this rate comes from. There are so many ways to set rates in projects in Workfront. In order to manage this let’s go back to setup and here in the tasks and issues section you will see that you have new revenue type and also new cost type. Both are called user and role hourly. In order for all of the new financial functionalities that we are going to demo today to work you need to make sure that your task is set to this. It won’t work with other legacy revenue types and cost types. Now let’s go back to the project and here in the advanced assignments section you will know that you have billing rates and cost rates and you don’t always know where these rates come from. The source is not always clear even though you have the info section here. You need to know the full extent of the hierarchy in order to have full visibility into your rates. Here is the full overview. You have your project preserved rates which come from the setting that I have showed in the preserved billing information checkbox of an editing project which will mean that those are the rates that are preserved at that very same moment. Then you’ll have your rate card locked rates which come from locking toggle in the rate card section that we have briefly touched upon. Next is the assignment task level override. Let me show you. Here you see I can manually go in and I can set any number I want. So this is basically the assignment level override. If this exists it will come at the third level. Then if you have job role for billing on your assignment either from task or project level that will come into play. Your job role rate can come from different sections. It can be from your project level override which we have touched upon in the rate section of the demo. Or it can come from your rate card if you have it. If you have that job role in the rate card that will be the second priority. If you don’t then we will look at that job role on the system rate in the job role section in the setup. If not then this will fall back to zero. If you don’t have a job role for billing then we will look into user level billing rate override which we have also touched upon in the rates section of this demo. And this will be particular to this project. If there is no such thing then we will look into users profile rate which comes directly from their profile. And on their profile they will also have their rate attributes so we will have full visibility into what rate to use. Then if that’s not the case we will look into users primary role which is also set on their user profile. And when we identify that role that role rate also can come from the same things like project role rate override, rate card rate or system rate for that job role. If none of this apply then we will fall back to zero and see how we can set job role for billing for the entire project. Now I’m going to resource for billing tab where I can set a job role for billing or a resource or a user like Anna as director or an entire project. And this will mean that all of the assignments that Anna is assigned to under this particular project will inherit director as her job role for billing. And this will be done in a data effective manner if necessary. Another exciting financial feature that we have added to Workfront is an ability to have overtime ratio on your tasks. What this means? You’ll basically set an overtime ratio on the tasks that you want to bill as overtime to your customer. Let’s look at this example. Here I have my main task which is creative concept development and this task took 11 hours from my resources. My resources only normally work for 8 hours and this is agreed upon with my customer. So here the normal billing rate would be $80 because engineer’s billing rate is probably yes it’s $10. Let’s close this.

And after this you’ll see that it is 80 but now I know that my engineer in this instance they worked 2 hours overtime. And we agreed with my client that if my resource works overtime for 2 hours or less then they are going to be billed as 2x their normal salary. So this is going to be an overtime ratio of 2. Here 2 times 2 times 10 we get 14. So this is the overtime billing revenue or this overtime task. And also the same can be done with another ratios like 1.5 if there is another hour or so. And as total you’ll see that this rolls up into the main parent task as $135 for the entire task which takes into account normal working hours and overtime working hours. Financial governments on projects can be very sensitive and thus we have a new setting on our added project model. In the finance section we have a new chat box called preserve project billing rate information which basically gives you an opportunity to forever preserve the project billing rate information. If you want so at the moment when you check this check box. After this check box is checked whatever financial billing rates you had on your project will be preserved forever and you won’t have any way to edit it or change it. It will ensure predictability and clarity if needed in particular use cases where it is important.

Another important enhancement that we have introduced in the setup area is the date of activity of exchange rates. Before you could only have one rate per your currency but now you can have it in a date effective manner. You can set different exchange rates depending on your dates.

Let’s save those. So now your date effective exchange rates will come into play whenever you need those and you can plan ahead.

Alright that was a lot of information at once but let me keep moving on to some more advanced enterprise operations enhancements around enhanced layout templates.

And Nicole actually we have another demo for this part as well so if you move to the next slide.

Yep this one. Today we’ll be walking through the new enhanced layout template customization options we’ve introduced in Workfront workflow. Let’s get started. First up we have object header customization enhancements. Previously you could only add native object fields to the header in the details page but with this update you can now browse and add custom fields directly within the layout template. Note that the five field limit for the header remains in place. Let’s see how what it looks like. So I’ll remove the native field from the header and here we have a custom currency field for example. Now let’s save this layout template.

And we’ll go to the project and as you can see the field is added in here. I can put a number in here and it will save and now the header shows the custom field value.

Next let’s look at object action customization. In the object details page you can now control which action options are available to your users. This gives administrators greater control over what different groups of users can do with a given object. Let’s see what it looks like. So we’ll choose the project object for this demo and we’ll remove delete, share and all the other options except from edit.

And we’ll save our changes.

Now if we go to the project object.

Under the three dot menu we’ll see only the edit option.

Moving on we’ve introduced project creation option configuration. You can now use layout templates to control which project creation options are visible to your users. Letting you surface only the options that are relevant to your workflow or organization. Let’s see what it looks like. So from here we are going to select lists and we need to make sure that projects are selected from here. And you will see the select toolbar actions. From here we are going to hide all these options except from the template.

Apply changes and if we go back to the project list and refresh the page.

We’ll see only template creation option.

Last but not least we’ve expanded content and page customization support to additional object types including groups, themes, users, templates and more. This enhancement lets you customize the left navigation panel, form order and native fields displayed in the details page. Let’s see what it looks like. So in here you’ll find a group option. And for this specific demo I’ll just put the finance form at the top. And I’ll disable all these options from here leaving group administrator only. Let’s apply changes and see what it looks like.

If we go to one of our groups and the page. We’ll see that the finance went to the top of the list and we only see group administrators in the overview section.

And we have actually another demo for custom form and field enhancements as well in the next slide.

Today we’ll be walking through the new custom form and field enhancements in Workfront. These updates expand your data customization capabilities enabling creature object forms for clearer insights and more automated, accurate project and financial management.

There are four key enhancements to cover. The first one is advanced display logic. You may be familiar with the existing display logic feature. The key difference here is the significant expansion of what you can use to build your conditions. Previously you were limited to choice fields and here we can see that only choice fields from the form are available to build the condition for the display logic. But now with advanced display logic you can use any field from the field library, apply wildcards such as user or today and even build conditions based on fields from other forms attached to the same object. This unlocks far more powerful and flexible visibility rules for your form fields. And here in this example you can see that the condition that I’ve built is if the end date is more than today then the whole section should be shown to the user. If we go to the project and go to the edit mode we’ll see that the last section is not visible right now and if we change the value to any future date then the section appears. If we go back and change it back to a past date then the section disappears.

Next, field editability control. You can now configure whether a field is read-only or editable and just like advanced display logic this can be driven by a sophisticated condition. This gives administrators precise control over who can modify a field and under what circumstances.

In here if we go to the edit logic we can see that for this specific field we have a condition that if the value of the approval status field is pending then the field is editable. In any other cases the field will be read-only and the same is applied in here and we can even navigate to the dependency field, in this case approval status field. Let’s go to the project and see what it looks like in here. If we go to the edit mode we’ll see that this specific field is editable and if we go here and change the status to approved for example we’ll see that the campaign type and region fields are not editable anymore.

Next-of-month logic is configurable default values. You can now define default field values using advanced logic allowing the value that prepopulates a field to adapt dynamically based on your conditions rather than always being a fixed value.

In this form if we go to regions and click on edit logic in default value we’ll see the following condition. If user home team is this one then EMEA and Americas options should be preselected. Now if we go to the project and try to attach this form we’ll see that values are automatically pre-populated because my users home team ID is the one that was mentioned in the advanced logics.

And finally conditional formatting.

Again powered by advanced logic this enhancement lets you format field values based on defined conditions. You have four color options to choose from along with bold, italic and underlined text types making it easy to draw attention to important data at a glance.

In this specific form if we go to the budget field click on edit logic we’ll see that if budget is more than 10,000 then it will format as negative.

If we go to the project and click on the budget let’s put 20,000 and save the changes. We’ll see that it highlights as red so as a negative option.

All right I’m assuming we’re going to play one more video for custom localization.

Yes Nicole correct.

Let’s do it.

Today I want to introduce a new feature for localization of custom data. Many organizations have employees across different countries who use different languages. Before this change users working in multilingual environments often faced an issue where custom data such as labels in custom forms or messages generated by business rules was not translated when their browser or IMS language differed from English. This resulted in a mixed language experience making it harder for teams to work consistently across regions. With this new feature we are introduced support for translating custom data. Now when system detects the user preferred language it displays both system content and custom data accordingly. This gives teams the flexibility to adapt terminology to their local needs while ensuring a more consistent and accessible experience for everyone. Let me show how it works in the demo. So let’s go to the setup area.

Here you will find a new section for localization where you will be able to put up the list of terms that you want to translate and work on support the following list of languages. For making the translation you should simply click on create a new role. Then if you have already prepared a list of translations you can simply copy the line with corresponding translations and paste the information here. Which will give you a very smooth pasting experience with giving ability to paste for each of the columns.

So then how it will be displayed for the users. In case of custom forms you should simply go to some custom form and set up the terms for labels or for your custom form itself as the term that you have set up on your translation. For example here I have information, highlights which are all set up on the translation part. On your business rule you should use a function of translate. So for example here I have already prepared a business rule which is saying that if my project description is empty, so the length of description is null, I want this text to be shown. And instead of just writing the text of the message I am using the translate function here which will make the translation correspondingly. Now when everything is configured from my setup I am going to a project and seeing how the information is looking like in English. I can see my custom form with my custom fields, everything in English terminology and also my message which is generated again in English.

Let me change my language of my IMS count to something else. For example to Dutch.

Coming back into Workfront and opening my same project I can see that everything including the custom data is already translated. And not only the custom data but also the custom message that was generated from my custom rules.

That’s it. Thank you for your attention.

Let me just make sure I am not missing a slide here.

Okay another video on Project Snapshots which is new as part of the Advanced Enterprise Operations.

Hi everyone. Today I want to introduce a new feature for tracking historical data called Project Snapshots. It will let you capture your project at specific moments in time and view those versions whenever you need, giving you a clear timeline on how your project has evolved. Before this it was hard to understand what changed over time. If you wanted to see how your project looked a few days or weeks ago you had to rely on memory or dig through changes without a clear reference point. This made it difficult to track progress, review decisions or understand how you got to the current state. Project Snapshots solved this. Now you can save your project at key moments like before major updates or after important milestones and easily view those snapshots later. And not only view but also to compare between each other or with the current version. This will give you full visibility to your project’s history and helps you better understand your work over time. Let me show how it works on a demo. So now I am on a project and here you can notice that there is a new section called Snapshots.

Actually this is the list of the snapshots made by me for this project. And we can see the current state of the project. The project owner is me, Christina. There are some tasks with different progresses. Some of them are assigned now, some are not. Also I have some other data that was tracked here, for example the financial details etc. So let’s view how my project looks like on Phase 2. I am opening the snapshot and I can see the information about my project, about its budget, about its other fields including the custom ones. For example in this phase there wasn’t a custom format attached on my project. Also I can compare my Phase 2 with the current version of my project by simply selecting a snapshot and comparing with the current version. It will open me this hierarchical view where I will be able to track the change of the progress for my tasks. For example currently in the current version of the project. My task of defining goals in this progress and even one part of it is complete. But on Phase 2 it wasn’t even started. Additionally I can export my comparison of snapshots to different formats to make a deeper analysis here.

Also I can compare two snapshots together. For example I am taking my Phase 1 snapshot and Phase 2 snapshot and comparing them within each other. This will also open for me an analogical view of hierarchy of my objects on each of the snapshots and here I will also be able to export them. For creating a snapshot you should simply click on a new snapshot button which will give you the ability to snapshot your project at this exact time. It will suggest you a name with a current timestamp or you will be able to change the name of your snapshot of whatever you want. For example in progress and today’s date April 2nd.

It should take some time for my snapshot to get created. Usually it will take up to 4 hours. That was it for today. Thank you for your attention.

Okay I believe this is the last video for Advanced Enterprise Operations and I know we are cutting close on time so I do want to be mindful of our customer experience here but let me play this last video for you guys.

Hi everyone. Today I want to introduce you a new feature in Workfront called Business Profiles. In large organizations it’s very common for one person to take multiple responsibilities across different groups. For example someone might be responsible for managing finances in one group while acting as a project manager in another and simply contributing as a team member elsewhere. However managing these different permissions within a single static access model can be challenging. It often leads to either too much access being granted in some areas or not enough in others creating confusion and potential risks. What organizations really need is a more flexible way to define and manage user roles based on the specific context we are working in. That’s exactly where business profiles come in. They allow to assign different access levels to the same user across different groups ensuring the right permissions are in place exactly where they need to be. Let me show you how it works. This is John Smith.

For John the main access level is set to no access and if we go to the access level settings we will see that no access means that this access level person will not have any permissions across the system. But what I really want to join is to have some permissions within some special groups. This is where the business profiles are coming in. In the left navigation of the user details you will find a new section called business profiles where you will be able to set the business profiles for your user. In John’s example I’ve already set up that I want John to have an access level of project manager within the group of engineering and to have access level of finance manager within a group of marketing.

As you understand business profile is an association between access level and a group which is assigned to a user in a data effective manner.

So let’s go to the project manager and finance manager access levels and see what permissions are they granting.

This is an access level of finance manager.

Finance managers will be able to manage projects but will not be able to create, copy or delete them. Additionally there is a section for financial data and here we also have some updates. The billing and cost rates can be currently separated but as I want this access level to have permission to all the finances I am picking all the check boxes here. On the other hand the project manager will be able only to view and manage projects but will not have access to financial data. Let’s also add another business profile to John. For example I want him to be a reviewer in scope of a group of design and also I want this permission, this business profile to have some data activity and I want him to be a reviewer of design group only for May. This is an access level of finance manager which is giving me access to add some date limitations here. Date limitations can be multiple, for example I want him to be a reviewer in design in May and for example in August.

With this setup let’s see how the system looks like for John.

I will login as John.

And here if I go to the projects I will see that only two projects are accessible for John. The first one is engineering where he should have access to project management. So here I can see that John will be able to make updates on projects, he will be able to copy or delete them, everything which was set up for John.

For the next project, marketing campaign, John should be a finance manager which means that he will be able to do and see all the financial details here but will not be able to do any extra work. For example he will not have access to issues because the access level for finance management is set up like no access for the issues. And additionally if we go back to the list of projects we can see that the marketing campaigns are editable but are not deleteable for John. But for example the engineering is deleteable for him. But not only the permissions but also the layout templates are different for those two projects which were both assigned to John. And the reason for this is because now the layout templates can be assigned to the access levels directly. For example here I can already open my access level where I will be able to see the list of business profiles and the persons assigned to that business profiles. And additionally there is another section for layout templates where I can assign one layout template to an access level and set it up as I want it to be working. All these capabilities will give you a very flexible system where you will be able to define which users should have which permissions across which groups and also what the layout will be looking like for each of the access levels.

Okay I know and then if you are interested in learning more about the advanced enterprise operations feature enhancements we are going to be doing a session in partnership with the product team in mid to late May. That session is also available on experience League so if you are interested in learning more about what is coming down the pipeline for advanced enterprise operations please do register for that.

Again mindful of time here 12 minutes document enhancements I’m going to have Mike and Travis go next.

Micro Travis are you on today’s I believe you are I believe I saw your names or is there like a you want me to move to the next slide for a demo.

Move to the next one or is Mike is Mike here.

Okay let’s go and move to the next one.

And then we can come back to this one.

Here’s a demo showing the new work front proofing experience with the frame viewer for an individual that does not have a frame license. I’m starting in the projects area I’ll go ahead and create a new project and give it a name I’ll call this demo work front frame viewer.

Next I’ll go to the documents and drag in a few files once those documents finish uploading I’ll select one and add approvers.

In this case I’ll just add myself as the approver for the example and submit the request.

I’ve already gone ahead and added approvers to the rest of the documents and now you can see they’re all set from the status menu I can also remind approvers if they’re taking too long to respond now if I go to the home page I can see the approvals widget with assets waiting for me. I’ll click into one. This is a PDF and I’ll show a few of the PDF interactions available in the frame viewer I can select and highlight text leave a comment asking for something to be removed and I can also make suggestions to replace or insert content as well. These are new robust PDF tools that are fully supported I’ll go ahead and make my approval decision and then jump to the next item.

I’ll add a comment and you’ll notice the timestamp is preserved.

I can click through comments to jump between timestamps and hover to preview them.

Here I’ll make my approval decision.

Next is an interactive HTML asset as a zip file you can see this interactive file is viewable and I can add all my markups I’ll go ahead and select the logo note that it needs to be updated and mark this as needs work.

Now I’ll show what this looks like for a stakeholder on the go. They receive an email on their mobile device where they can see the thumbnail asset details and the associated project.

I’ll tap go to review which opens the asset in the frame mobile app from here I can add markups and comments. I’ll add a note here to include the promo text and then make my decision again marking it as needs work.

When the project coordinator returns to work front they can see that the asset needs work so they’ll open it and review the comment. As the creative uploads a new version they can quickly add approvers.

Now that this is a new version individuals can open and compare versions side by side both the original comments and the updates that were made.

Okay Nicole I think my audio is back can you hear me? I can let me let me jump back to this first slide here correct? Yeah that’s great yeah the demo is the most important part but we’re super excited to talk about unified review and approval you got to see what it looks like. So the new features require a new contract because it’s a whole new storage layer and a lot of new features. So talk with your Adobe rep if you’re interested in moving forward to you know how to review and approval to take advantage of these features. One of the exciting things that we don’t have a chance to get to today is multi-stage approvals. You can click the link that I have on the slide to go through the entire end to end demo and see what it looks like to control who has access to the new features versus who keeps their existing workflows.

Multi-stage is available for your existing work front environment starting April 16th. If you want to test those out and you have access to preview you can go to preview and get hands-on with it. Otherwise it’s going to production on April 16th. It is live right now and unified with you and approval along with all these other features you just saw in the demo.

That’s it for me today Nicole thank you. Thanks Mike.

I also just want to call out we do have seven minutes left and I believe we still have a handful of slides. So if you guys are not able to attend I imagine we’re going to have to go over the full hour today. Product I do ask that you guys just please stay on as long as you can. Just so that we have a full recording to share with people who are unable to attend the full session today. So let me jump through here. Okay content reviewer copy guidelines. I’m guessing this is you Travis. This is me.

My name is Travis from the Workfront product team. I’m happy to be with you today. I’m going to review just two features very quickly. The first is content reviewer for copy guidelines. Earlier this year we released image reviewer as a part of content reviewer. Now we’re excited to share that you can now have our AI reviewer called content reviewer review and assess a copy document that could include a PDF a PowerPoint or Word document and that will evaluate that document against the stated brand guidelines. We have also added as a key part of this brands are now accessible within the Workfront UI. So you no longer be required to go to Gen Studio foundations. Those same brands are now in Workfront and those are in sync. So regardless of which domain you go to those are update and sync.

Once again this will be coming out April 16th and the only requirement is that you will have to have a sign AI agreement and unified approvals in place.

Next slide.

All right happy to wrap up with this one. We will be releasing AEM content advisor inside of Workfront. This replaces the existing asset selector within Workfront and now this gives you a rich environment to be able to discover and add approved assets to your Workfront projects. This is an intelligent system. So one of the things that it will do is enable you to be able to this intelligent system will recommend proactively assets that may be in your repository that are aligned to your project and it does that based on looking at your project metadata. So it will surface recommendations and content suggestions based on the metadata that’s already existing in your project. This also allows you to add content fragments to your project and also improves overall search and monitoring to find those assets. Lastly you can also upload a campaign brief inside of Workfront and it will scan that and find assets that match that campaign brief.

So we’re excited to release that one. Let’s go into the next slide. It’s a quick demo two minutes and we can that wraps up this AEM content advisor demo.

Hi I’m Travis on the Workfront product team. I’m going to give you a quick look at the AEM content advisor integration in Workfront. Let’s dive in and take a look. First off you can see here I’ve created a Workfront project for an upcoming campaign for a fictitious brand Frescoppa. Here you can see all the project details for that given campaign.

Right here inside my Workfront project under documents I’ll open content advisor. A clean simple user interface. No context switching. No separate tab.

And here’s the legacy AEM asset selector. You can see here that content advisor dynamically provides content based on the metadata in your Workfront project or program. You can also upload your brief directly in content advisor and it searches in your repository to find assets that might match your campaign goals and creative direction. This is perfect for reuse perfect for getting the creative juices flowing.

Next you can easily search for assets relevant to your campaign. Content advisor connects directly to your AEM repository with improved search and filtering including saved searches and recent queries you run all the time. You can filter right asset type format status whatever you need to narrow it down quickly. Before you add anything you can hit quick preview to see all the relevant metadata and also open in AEM assets to see even more details.

Content advisor also supports AEM collections and content fragments natively. So curated asset sets and structured content are just as accessible as individual files. And when I’m ready one click to add it to my project and work front approved link done.

And there we go.

That’s a wrap for the AEM content advisor demo and work front find and use approved content without ever leaving work front. So your team stays focused on the work that matters. Thank you.

Hi I’m.

Okay Matt you are up next with some reporting enhancements. Yeah great thanks Nicole we’ll get right into it. So the first one I want to highlight is this run as user capability.

For those of you that are familiar with the classic reporting experience there’s always been a run as user capability and we’re adding that same type of functionality to canvas dashboard visualizations. It will apply to the KPI table and chart visualizations that can be built through that surface. The primary problem that we’re trying to solve here is just consistency in visualizing the same data the same way. This especially is amplified as we look at the onboarding of newer features particularly planning where people know which users have access to which workspaces or record types and this will provide a way for us to all look at the same pane of glass and be able to interpret the business data in a similar way. Some of the things that I do want to call out that is that are different from the classic experience is noted here in the note.

We want to provide non system administrators the ability to create reports and provide a way for us to even set themselves as a run as user but they’ll only be able to set themselves as a user where previously in the classic experience they could set peer somebody with a peer access or lower that has not been implemented inside of this incarnation of run as user.

If there are questions I’ll answer those in the chat when I’m done with my piece. Why don’t we go to the next slide.

One of the other things that we are trying to do is meet the scale where you’re at.

One piece of feedback that we received about the classic reporting experience is relative to report folders. Historically report folders has been a personal folder. You can organize the reports that you’ve created but as more and more customers are using the same folders and the same reports that you’ve created but as more and more customers are creating their own reports when we get into the realms of hundreds or thousands and we have a handful of customers that have tens of thousands of reports it becomes really really difficult to manage this at scale.

What we are providing is a way for you to toggle on a shareable folder capability.

Toggling it on is not a one way trip. You can go back and forth between the previous folder system and the new folder system and it’s done at the individual level. But once you’ve activated the shareable folders you have the ability not only to create folders but create nested directories of folders up to four levels deep and you have the ability to share those folders out. Now the real kicker here is not only are you able to help people locate and find the reports that are interesting to them based off of folder navigation but the folder sharing also has a cascading effect where you’re sharing the reports as well. So it becomes a lot easier to manage who has access to what reports without having to go into each and every single report and check the access controls that you’ve applied to that report. So we’re excited about introducing this feature. We hope that it becomes a time saver for you. At some point, no deprecation date identified, we will be retiring the existing classic experience but we want to give you plenty of time to adopt this new feature and then as we track usage and receive feedback we’ll make that decision together. More details to follow.

One final slide. For those of you that are using Data Connect which is our data lake entry point the underlying vendor that we use for this capability is implementing a multi-factor authentication here in June where it will be a requirement. For those of you that are connecting to Data Connect through Power BI, Tableau, other visualization surfaces as well as data processing tools, the MFA challenge is going to become problematic because there’s usually not a human in the loop when you’re running a Python script or when you’re refreshing the Tableau dashboard or Power BI dashboard that necessarily has access to Snowflake, the underlying technology. So what we’ve introduced is two alternate connection types that are token based. So a programmatic access token or an RSA key are now supported for establishing a connection to Data Connect. We encourage you to all have a look at the documentation around this area as there is a short timeline in June of 2026 and we don’t want to create any interruptions to data flowing into your visualization layers.

I don’t have a slide for this but one other thing that I do want to call out really quickly is we did make an update to report delivery as well and we introduced a new delivery type which is a link type. So for those cases where you don’t necessarily have to have an attachment to the email and you just want to send a weekly reminder or daily reminder to check this report, that will provide that capability and with that we are updating and modernizing the email template that will be sent. So you’ll see some changes in that regard. Check the release notes and documentation for more details on that.

Thanks Matt. Awesome. One more Workfront workflow enhancement for the request space. Kat, I’m hoping you’re still on.

Yep, and I’ll be super quick. So we continue to invest in the new requesting experience and with this release we are enhancing the submitted request lead with some advanced features. The first one is conditional formatting that will allow you to highlight a specific cell or entire row based on a condition. Then we’ve introduced the grouping option and for now it is just one level of grouping. In the future we’ll have multi-level grouping as well. We’ve added the visibility into converted object directly from the submitted request list for issue requests.

We introduced the couple of new system predefined views in the view picker. So my request, my open request, my drafts and open request will be some system predefined views that you will have and those will still be controllable through the layout template. So system admins can remove them from the list anytime. We have also row height configuration option where you can choose from multiple short, medium and high options to control how much data you want to see in your submitted request list. And last but not least, the grouping support for planning request forms list that you can access from the record type in Workfront planning. And yeah, I guess this is it.

Thank you. And I just want to call out, this is not, yes, obviously please continue to use the Q&A pod. Before we get to Workfront automation and integration enhancements, I just want to call out that what we have shared today from a Workfront workflow perspective in terms of feature enhancements, this is not a comprehensive list. This is sort of a high level overview. Please do check the release notes on Experience League for the full list of enhancements, deprecations, changes coming to you next week in the release. So just again, wanted to call that out before I hand it over to Sam to talk about automation and integration.

All right. Thank you, Nicole.

We’ll just move through these slides, skip the demo for today just for time. But first thing I want to highlight is some enhancements in Fusion for the routes. So you’ve probably seen already some route labeling improvements, make it a little bit easier to read. And especially as you look at the diagram, want to zoom out, make that so much simpler. There is also a new capability for copying a filter. So you could right click on a filter, copy, left click somewhere else and paste it. This will allow you to copy that same logic, make that a lot easier.

And then one, I hate to pick favorites, but I think this is it. The route level error handling. What this means is instead of having an error handler on each module, you can do an entire route for error handling. And if any module fails in that route, then it will fail and follow whatever error handling logic that you put in there. This should one help error handling overall, but it also should just make your scenarios look much better.

Yeah. So how to please.

So question. Oh yeah. If you want to post that to the chat, I will definitely be responding to any questions in the chat. Next item we have here is the performance dashboard.

The performance dashboards available in your environment. This will show your utilization for your Fusion instance. What you’ll be able to see is if you have any slowdown in your executions. So you see that executions waiting to be processed, your worker pool utilization, and then you also have some measures for how many executions per scenario and duration. So the idea here is you can identify any slowness in your system and then any overutilization and then use this to help optimize and make some decisions either about assigning worker pools, setting webhook priorities or optimizing scenarios. How I typically look at this is I look at executions waiting to be processed and then I look for do I have a huge outlier in the executions per scenario or extra duration? And then you could just right click on those bars and go right to the scenario and take a look at it. That’s available now. So please take a look if you’re using Fusion. I think you’ll get a lot of value out of that performance dashboard.

Next slide, please. Great. I see. In Fusion now we have the ability to execute custom code. We’re doing this through an Adobe App Builder integration. So what this will do is allow you to put in some JavaScript and be able to execute actual code in the system and then reuse that using the Adobe App Builder connector across multiple scenarios. So a few great things that this unlocks. One, if it’s easier for you just to code something instead of building all the modules, I know with transformations with me that saved me a ton of time recently. You can absolutely do that. The other thing this is about is use reusability. So if you have the same business logic and you repeat it in multiple places, not only can you use chain scenarios for that, but you can also use custom custom code with that. A quick note, you do have to have an Adobe App Builder license for this. That is included in automation and integration package and a lot of other Adobe packages as well.

Next slide.

All right. The Fusion API is live. There’s a URL here for it. We host that on developer.adobe.com. That will allow you to access activity logs and operations. And then in our next release webinar, we will be talking about how do you automate cloning so you can promote scenarios across environments through an automated API process. API process there for automated cloning. So look for that in our next one and know that that API is already available for those other endpoints. We’ve also moved our Viva Vault connector out of beta. So this connector allows you to interact with Viva Vault. We’ve spent a lot of time there. We’ve actually interacted directly with Viva and with some customers to get some direct feedback on that. And I think that’s a great connector if you happen to be connecting with Viva. Next slide, please.

And we’ve added in a Fusion MCP connector. So if you have an MCP, whether that’s a third party or one that you’ve created in your own infrastructure, you’ll be able to connect that to your Fusion workflows. And basically take Fusion information, map it into a prompt, send that to your LLM and then get a response back. Which is great because a lot of times what you get back from an MCP are things like according to your prompt, here are some tool directions. You can use those as directives for other API actions inside Fusion. So please take a look at that. I know a lot of us want to experiment with MCPs. We would love to hear if you’re adopting MCP and how you’re using it because this is an area where you expect us to grow in the next few quarters. So we’d love to hear your input on that.

I think we’re done with that one.

I think that’s all, Sam.

I’m going to skip on the Q&A. Obviously, we are well over our allocated time limit. So just a couple things. Leslie did post a link to a survey in the chat. If you are still on, this is an anonymous survey. Please do share your feedback. We will share all responses back with the product team. Upcoming events. There’s a handful of upcoming events happening kind of into this month and especially more happening in May outside of Adobe Summit. So please do take a look at the events page. We do send a monthly announcement center message to all admins. So there are some great opportunities, some learning opportunities, some networking opportunities to hear from both your peers and some Adobe internal experts. And then Adobe Summit. A couple things to call out here. Skill Exchange and some labs and sessions. I’ve linked them all here for your reference. This is not a comprehensive list either. Just give you some over some highlights. But I do want to call out the second to last bullet on the left side, which is network and meet with other Workfront admins in attendance. And so this is something that my team, myself, Cynthia and Leslie have launched for the past several years that we are very proud of. This is sort of a group me. It’s a group texting app. It does not share any of your personal information. But it’s a way for you to find and meet and connect with other Workfronters at Summit. We’ll organize some networking breakfast, try and get some of the folks here from product involved. So that’s a really fabulous opportunity if you are going to be attending Summit in person and especially if you’re going to be there alone. And then last but not least is Workfront user groups. Again, another great opportunity for you to meet some other peers, maybe in your local city or state.

And just connect with them. These are completely customer driven Adobe folks are not really encouraged to join. So we try and keep these strictly for our customers. So these are sort of your private dedicated space to learn and connect. So please do check those out. It’s a separate page outside of Experience League under the Workfront user group chapter.

Again, I linked everything here in the slide deck. And with that, again, I am so sorry we went 15 minutes over, but I really wanted to make sure that you guys received a full recording. So keep an eye out for a follow up email. I will do my very best to get it out as soon as possible. I’ll share links to the slide deck. I know people had asked about separate video recordings. I will share a link to this recording itself, any of the release notes. And then just calling out again because I definitely misspoke at the beginning of the session on the release date. So quarterly release is taking place on the 16th, April 16th.

Fast release one day prior on April 15th. So I will go ahead and update the deck. If you guys do have any questions, I will feel free to just reach out to our team with the follow up email. I will export the Q&A for you guys. And if anything comes up, let us know. But otherwise, thank you so much. Most importantly, thank you product for your time and your expertise. And again, for staying over. I really appreciate everyone being on this call, being willing to share some awesome feature enhancements coming to Workfront planning, workflow and Fusion over the next few months. So I’m done speaking. We’ve done 75 minutes here. So hope everyone has a great rest of your day, a great weekend and we’ll hopefully see you soon. Thanks, guys.