Edit user profiles in bulk

Time Zone: The user’s time zone.

For information about helping users collaborate in Workfront across time zones, see Working across time zones.

Email Locale: The user’s preferred email locale. This affects the format of numbers and dates in the emails that come from Workfront to this user.

User is active: Enable this option to indicate that the users are active. Active users use a Workfront license. Disabling the field deactivates the users and prevents them from logging in to Workfront.

Access Level: Select the access level to assign to these users. All users you selected will have the same access level.

When you assign an access level to users, you can assign a level equal to or lower than your own access level. (For example, if your access level is Standard, you cannot assign the Administrator access level.)

However, you cannot assign an access level that by default is lower than your own access level if the Workfront administrator has enabled non-default permissions on the access level that are not also enabled in your own access level.

For example, if you have a Standard license with no access to delete tasks, you cannot assign someone a Light license with access to delete tasks, although the Light license is lower than the Standard license. For more information, see Create or modify custom access levels.

For more information about access levels, see Configure access to Adobe Workfront.

Layout Template: Choose a layout template for the users. this layout template takes precedence over any layout template assigned to their Home Group, Home Team, or Primary Role. For more information about the assignment priority of layout templates, see Create and manage layout templates.

The following list describes how the list of templates you have available in this field depends on your access:

• As a Workfront administrator, you can see all system-level and group-level layout templates.

• As a group administrator, you can see system-level layout template, as well as those associated with the groups that you manage.

• As a user with a Standard or Plan license and access to edit users, you can see only system-level layout templates.

  For more information about group-level layout templates, see Create and modify a group’s layout templates.

Company: The company of the users. Users can be associated only with one company. You must create a company before you can associate it with a user. Only active companies display in the list. For information about creating companies, see Create and edit companies.

Home Team: Specify the home team for the users. Users can only have one home team.

Other Teams: Users can belong to multiple teams.

Current Home Group: Select an appropriate group to assign the users. This gives the users the ability to access objects that are shared with the group. You can also share layout templates with the a Home Group.

This is a required field. Every user must be associated with a home group. If you don’t select one, your Home Group is assigned as the Home Group.

You can assign a group to a user only if one of the following is true:

• you are a Workfront administrator
• you are the administrator of the group
• the group is public

Other Groups: Users can belong to multiple groups. You can assign a group to a user only if you are a Workfront administrator, you are the administrator of the group, or the group is public.

For more information about public groups, see Create a group.

For more information about groups, see Groups overview.

Work Time: Represents the percentage of the Full Time Equivalent (FTE) time that the users are available for actual work, not including overhead. Work Time must be a decimal number up to 1, and it cannot be 0. For example, a 20% availability for actual work would be 0.2.

The field’s default is 1, indicating that a user spends their entire FTE on actual, project-related work.

The system uses this number to calculate the availability of the user for actual, project-related work.

For more information about creating schedules in Workfront, see Create a schedule.

Schedule exceptions and time off might also affect the user’s capacity.

Workfront calculates a user’s availability depending on the Resource Management preferences in your Setup area. For more information, see Configure Resource Management preferences.

Set deactivation date: Click this button if you want to schedule these users to be deactivated on a certain date and at a certain time.

Deactivation Date: The date and time on which the users become deactivated. For information about scheduling users for deactivation, see Schedule users for deactivation in Deactivate or reactivate a user.

Primary Role: This is the primary job role that the users can fulfill in Workfront. Every task and issue that the users are assigned to is also assigned to this job role. Job roles are essential in resource management. You can update this field only if you have a Standard or Plan license with administrative user access, or if you are a Workfront administrator. For more information about setting up users with administrative user access, see Grant access to users.

Only active job roles display in the list.

(Conditional) If you selected a Primary Role, the Percentage of FTE Availability field displays. Specify what percentage of time of the users’ schedules is allocated to this job role. The default value for the Percentage of FTE Availability for the Primary Role is 100%.

Other Roles: Users can have multiple job roles in Workfront. Job roles are essential in resource management. There is no limit for how many job roles a user can fulfill. However, we recommend to not assign one user to an excessively large number of job roles, because resource management might become too complex for these users.

Only active job roles display in the list. For more information about job roles, see Create and manage job roles.

You can update this field only if you have a Standard or Plan license with administrative user access, or if you are a Workfront administrator.

For more information about setting up users with administrative user access, see Grant access to users.

(Conditional) If you selected one or multiple Other Roles, the Percentage of FTE Availability field displays for each role. Specify what percentage of time of the users’ schedules is allocated to each job role. The default value for the Percentage of FTE Availability for the Other Roles is 0%.

If Other Roles have a 0% FTE Availability, they do not display in the Resource Planner, unless the users are assigned to tasks in these roles.

The sum of all Percentages of FTE Availability for all roles must equal 100%. Each Percentage of FTE Availability calculates the Available Hours for each role per user in the Resource Planner. The Available Hours for each role per user depends on the available time for the user.

The available time for the user is calculated by Workfront depending on the method that has been selected by the Workfront administrator to calculate the FTE in the Resource Management Preferences.

For information about calculating availability for the user, see Overview of calculating hours and FTE for users and roles in the Resource Planner.

For information about configuring Resource Management preferences, see Configure Resource Management preferences.

Schedule: Associate a schedule with the users. The schedule of the users calculates the timeline of the tasks the users are assigned to.

You must create a schedule before you can associate it with users. For more information about creating schedules, see Create a schedule.

Timesheet Profile: Associate a Timesheet Profile with the users to ensure that timesheets generate automatically.

The list of profiles you have available in this field depends on your access:

• As a Workfront administrator, you can see all system-level and all group-level Timesheet Profiles.
• As a group administrator, you can see system-level Timesheet Profiles, as well as those associated with the groups that you manage.
• As a user with a Standard or Plan license and access to edit users, you can see only system-level Timesheet Profiles. For more information about group-level Timesheet Profiles, see Create, edit, and assign timesheet profiles.

Default Hour Type: Select the default hour type for the users. This is the hour type that is used by default when the users log time.

Available Hour Types: Select the hour types that should be available to the users. These hour types are visible everywhere in Workfront where the users can log time. Users can only see the hour types that are enabled at the project level as well as the user level. For more information about what hour types are available to users, see Define hour types and availability.

FTE: This is the Full Time Equivalent of the users. Workfront uses this number to calculate the availability of the users based on the Default Schedule only when the Resource Management Preferences at the system level are set to The Default Schedule.

The FTE indicates the amount of time that the users can spend at work. This includes overhead, as well as time spent on project work. For example, time that is spent in meetings, or training is also included in the FTE.

The FTE must be a decimal number up to 1, and it cannot be 0. For example, if the FTE value is 0.5 and the Default Schedule in Workfront is 40 hours, the users are available for 20 hours a week.

The field’s default is 1.

Schedule exceptions, time off, and the value of Work Time may affect the availability of the users.

Workfront calculates a user’s availability depending on the Resource Management preferences in your Setup area.

If the Resource Management Preferences at the system level are set to The User’s Schedule, the value you specify here is ignored and the user is considered to be available according to what is specified in their schedule.

For more information, see Configure Resource Management preferences.

For more information about creating schedules in Workfront, see Create a schedule.

Resource Pools: Associate the users with Resource Pools.

For more information about resource pools, see Associate resource pools with users.

Cost Rate: The amount of cost per hour for the user.

For date effective cost rates, click Add Rate. Enter the value of the cost rate for the time period, and assign a Start Date and End Date as needed. Cost Rate 1 will not have a start date and the last cost rate will not have an end date.

Some dates are added automatically. For example, if Cost Rate 1 does not have an end date, and you add Cost Rate 2 with a start date of May 1, 2023, an end date of April 30, 2023 is added to Cost Rate 1 so that no gaps exist.

Billing Rate: The amount of billing per hour for the user.

For date effective billing rates, click Add Rate. Enter the value of the billing rate for the time period, and assign a Start Date and End Date as needed. Billing Rate 1 will not have a start date and the last billing rate will not have an end date.

Some dates are added automatically. For example, if Billing Rate 1 does not have an end date, and you add a second with a start date of May 1, 2023, an end date of April 30, 2023 is added to Billing Rate 1 so that no gaps exist.