Get started planning a project
Last update: March 17, 2025
CREATED FOR:
- Beginner
- User
The video provides guidance on how to effectively plan a project in Workfront. It emphasizes the importance of laying a solid foundation to ensure the project finishes on time and is successful. Key steps include understanding five critical fields: Tasks, Assignments, Durations, Planned Hours, and Predecessors. These fields enable quick and accurate adjustments to the project plan.
The video highlights the importance of realistic timelines, team availability, and accurate planning to create a strong foundation for project success.
Transcript
As the Project Manager, you want to make sure you have the right plan laid out so your project can finish on time and be successful. A basic framework with steps and a timeline may already be built, especially if the project was created with a template. But changes may be needed for your specific project, such as setting a specific start or completion date, adding a new step, deleting a phase that won’t be needed, or adjusting the amount of time the project will take. In order to make these changes, you need to understand the different components of the project and how they work together. As you start planning projects in Workfront, put your focus first on five key pieces of information. One, Tasks. Two, Assignments. Three, Durations. Four, Planned Hours. And five, Predecessors. Understanding these five fields allows you to make quick, accurate changes to your project, which gets your project off the ground quickly and with a good foundation. It also allows you to make efficient, effective changes to the project while it’s live. In addition to these five fields, your organization may have additional requirements to fulfill during project planning, such as filling out a custom form or setting milestones. Make sure the project status is set to Planning before you start making changes to your project plan. The project status does two main things in Workfront. One, lets everyone know what stage of development the project is in. Two, tells Workfront when to send out notifications and when not to send them. Workfront can be configured to send in-app and email notifications when a variety of actions take place. A task is assigned, a due date is changed, etc., while the project is in the current status. The Planning project status keeps Workfront from spamming your project team as you’re adjusting the project plan. Check the project status in the header or in the project detail. Make sure you can see the information that you want to focus on. Tasks, duration, planned hours, predecessors, and assignments when you’re looking at the task list. Select a view that shows that information, such as the standard view. This is Workfront’s default view for a project task list and is a great starting point. Some organizations create customized views to use when planning projects. Finally, make sure that the start or completion date for your project is accurate. This affects your timeline planning. More importantly, make sure the project start date is realistic. For example, don’t set the start date for the Saturday of a three-day weekend. That’s not a realistic start date. And, as a part of your planning, ensure the project team has the availability to start the project on the desired date. If not, explore moving the project start date or pulling in additional people to work on the project. To set the start date of your project, go to Edit, then scroll to the Project Dates area. Make sure the Schedule mode is set to Start Date. Then you can edit the planned start date field. The planned completion date will be calculated by Workfront based on the tasks in your task list, their durations, and predecessors. By scheduling from a start date, Workfront will calculate the planned start dates and planned completion dates for your tasks so they can complete as soon as possible after the start date you set. The other Schedule mode option is Completion Date. When you choose this option, you can edit the planned completion date. The planned start date will then be calculated by Workfront based on the tasks in your task list, their durations, and predecessors. By scheduling from a completion date, Workfront will calculate the planned start dates and the planned completion dates for your tasks so they can complete as late as possible and hit your planned completion date. In either mode, Workfront will recalculate the calculated date when you add or delete tasks or change durations or predecessors. Taking time to accurately plan your project lays a good foundation for all the work to come.
Key takeaways
- Focus on Five Key Fields: Understand Tasks, Assignments, Durations, Planned Hours, and Predecessors to make efficient and accurate changes to your project plan.
- Set Project Status to “Planning”: Ensure the project status is set to “Planning” to prevent unnecessary notifications while adjusting the plan.
- Use Appropriate Views: Utilize the standard view or customized views to focus on essential project details like tasks, durations, and assignments.
- Choose a Realistic Start Date: Set a practical start date that aligns with team availability and avoids unrealistic scenarios, such as holidays or weekends.
- Leverage Scheduling Modes: Use “Start Date” mode to calculate the completion date or “Completion Date” mode to calculate the start date, ensuring the timeline aligns with project requirements.
Recommended tutorials on this topic
Previous pageFill in the project details
Next pageTake a project live
Workfront
- Workfront Tutorials
- Administration and Setup
- Organizational setup
- Manage deleted items
- Configure system defaults
- Layout templates
- What are layout templates?
- Find layout templates
- Customize terminology with layout templates
- Customize the Main Menu with layout templates
- Add and manage pins through a layout template
- Customize Home with layout templates
- Assign and manage access to layout templates
- Customize object areas with a layout template
- Customize project details with layout templates
- Customize project headers with layout templates
- Customize reporting lists with layout templates
- Email and In App Notifications
- Create and manage users
- Approval processes and milestone paths
- System performance and maintenance
- Project finances
- Custom Data
- Custom Forms
- Calculated expressions
- Get started with calculated fields and expressions
- Learn the data expression structure
- Understand Date & Time and Mathematical expressions
- Create ADDDAYS, ADDWEEKDAY, ADDMONTHS, ADDYEARS expressions
- Use the Calculation Editor
- Create DATEDIFF and WEEKDAYDIFF expressions
- Create a SUB, SUM, DIV, or PROD data expression
- Use the CONCAT expression in a calculated field
- Create LEFT/RIGHT expressions
- Use the ISBLANK and CONTAINS expressions
- Create an IF text expression
- Things to know about calculated field expressions
- Manage work
- Projects
- Understand basic project creation
- Navigate the project page
- Learn four ways to create a project
- Fill in the project details
- Get started planning a project
- Take a project live
- Get started managing a project
- Find projects
- Share a project
- Understand the project team
- Understand project communication
- View project information
- Track overall project progress
- Track work progress with project metrics
- Understand the Gantt view
- Understand the Board view
- Tasks
- Issues/requests
- Request queues
- Portfolios
- Approval processes and milestone paths
- Create and manage project templates
- Project timelines
- Close a project
- Project finances for users
- Intermediate projects
- Projects
- Reporting
- Basic reporting
- Understand reporting elements
- Understand reporting components
- Create a basic grouping
- Create a basic view
- Add basic conditional formatting to a view
- Create a basic filter
- Understand the new filter experience
- Create basic filter activities
- Create a simple report
- Create a task report
- Copy a report
- Create reports with charts
- Create a matrix report
- Create dashboards
- Send and share reports
- Understand report settings
- Intermediate reporting
- Create filters with user-based wildcards
- Create filters with date-based wildcards
- Create OR statements in filters
- Understand built-in project filters
- Understand built-in task filters
- Understand built-in issue filters
- Understand basic text mode for filters
- Understand basic text mode for views
- Understand basic text mode for groupings
- Create custom prompts
- Advanced reporting
- Calendar reports
- Basic reporting
- Manage resources
- Workfront Goals
- Workfront Planning
- Integrations
- Adobe Creative Cloud
- Adobe Experience Manager Assets Essentials
- G Suite
- Jira
- Microsoft Outlook
- Microsoft Teams
- Adobe Workfront for Microsoft Teams Overview
- Install Adobe Workfront for Microsoft Teams
- Access Adobe Workfront from Microsoft Teams
- Search for and share Adobe Workfront items in Microsoft Teams
- Create Adobe Workfront tasks from Microsoft Teams
- Submit Adobe Workfront requests from Microsoft Teams
- Manage Adobe Workfront notifications in Microsoft Teams
- Slack
- Fusion
- Welcome to Workfront Fusion
- Understand the basics
- Initial scenario design walkthrough
- Initial scenario design exercise
- Mapping panel and formula editor
- Mapping panel important notes
- Beyond basic mapping walkthrough
- Beyond basic mapping exercise
- Use filters
- Filters walkthrough
- Filters exercise
- Access previous versions walkthrough
- Access previous versions exercise
- Universal connectors and routing
- Universal connectors exercise overview
- Introduction to universal connectors walkthrough
- Introduction to universal connectors exercise
- Understand routers
- Routers walkthrough
- Routers exercise
- Common routing patterns
- Routing patterns walkthrough
- Routing patterns exercise
- Set-it and get-it
- Get/Set variables walkthrough
- Set/Get variables exercise
- Iteration and aggregation
- Execution history and scheduling
- Beyond basic modules
- Data structures and data stores
- Final functional bits and bobs
- Troubleshooting and error handling
- Workfront Fusion administration
- Design optimization and testing
- Workfront Proof
- Learn the benefits of proofing
- Understand the difference between a document and a proof
- Proofing viewers explained
- Administration and setup
- What is an automated workflow template
- Customize proof comment actions
- Customize proof decision options
- Understand email alerts and proof notifications
- Proof roles and email alerts
- Report on proofs
- Set default at risk proof settings
- Set up global proof settings
- Set default proof roles
- Set up proof account default settings
- Settings for proof users
- Upload proofs
- What is a proof version
- Who uploads the proof versions
- Convert a document to a proof
- View and compare proof versions
- Upload a proof version
- Manage proof versions
- Upload a proof of a video
- Upload a proof of a website
- Upload a proof with a basic workflow
- Upload a proof with an automated workflow
- Upload with a drag and drop
- Combine multiple files into a single proof
- Proof workflows
- Review and approve work
- Workfront DAM
- System setup
- Metadata and keywords
- Brand Connect customization
- Workfront DAM user: Contributor
- Understand Workfront DAM as a contributor
- Understand asset management as a contributor
- Understand finding assets as a contributor
- Understand lightboxes as a contributor
- Understand metadata and keyword best practices
- Work with assets as a contributor
- Send a file as a contributor
- Publish assets as a contributor
- Add a Workfront DAM link
- Brand Connect user
- Home
- Agile
- Best Practices
- Agile
- API Explorer
- Business case and portfolio optimizer
- Communication
- Custom forms
- Custom reports
- Dashboards
- Documents
- Filters, views, and groupings
- Job roles
- Layout templates
- Licenses and access levels
- Onboarding and adoption
- Organization units
- Portfolios and programs
- Preview sandbox
- Project, task, and issue preferences
- Project templates
- Proofing
- Request queue
- Resource Planner
- Resource pools
- Scenario Planner
- Schedules
- Statuses
- System performance and maintenance
- Text mode reporting
- Timeline planning and management
- Timesheets and logging time
- Utilization
- Workfront Goals
- Workload Balancer
- Workfront for executives