Configure project preferences for a group
If you are a group administrator and an Adobe Workfront administrator unlocks a project preference for all groups in the system, you can configure that preference for your group to affect all subsequent projects that your group creates.
If there are any groups above the group you manage, their administrators can also do this for your group. The same is true for Workfront administrators (for any group).
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Typically, an unlocked preference remains unlocked indefinitely. If the Workfront administrator re-locks it, the system setting takes effect again and settings for the preference made by the group administrators are lost.
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The preferences set for the group that is associated with a project take precedence over the preferences set for the Home Group of the user who creates the project.
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Some group-level preferences affect project templates that you create for the group. For more information, see the section View, work with, and create templates for your group from the Groups area in the article Create and modify a group’s project templates.
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After a Workfront administrator unlocks a preference at the system level, you can configure it and then lock it to ensure that everyone in your group and in its subgroups is using the same configuration. This is parallel to the ability that a Workfront administrator has to configure and lock a preference for everyone in the system. For more information, see Lock or unlock a project, task, or issue preference for subgroups.
Group-level configuration is also possible for task and issue preferences and for timesheet and hour preferences. For information, see Configure task and issue preferences for a group and Configure timesheet and hour preferences for a group.
For information about how a Workfront administrator unlocks a project preference, see Lock or unlock project preferences for all groups in the system.
Access requirements
You must have the following access to perform the steps in this article:
table 0-row-2 1-row-0 2-row-2 3-row-2 layout-auto html-authored no-header | |
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Adobe Workfront plan | Any |
Adobe Workfront license |
New: Standard Or Current: Plan |
Access level configurations | You must be a group administrator of the group or a system administrator. |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Configure an unlocked project preference for a group
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Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .
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In the left panel, click Groups .
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Click the name of the group whose project preferences you want to configure.
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In the left panel, click Project Preferences.
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On the page that appears, continue with one of the 4 sections listed below to configure preferences for Project Status, Timelines, Business Cases, and Life after Death.
note tip TIP If you hover over a preference and a tool tip displays to tell you that it is locked, you can ask your Workfront administrator to unlock it for all groups in the organization.
Project Status project-status
Configure any of the following preferences for newly created projects associated with the group:
Timelines timelines
Configure any of the following preferences for newly created projects associated with the group:
Business Cases business-cases
You can create a Business Case for newly created projects associated with the group to submit project requests. You can define preferences to determine which areas are visible on the Business Case form. We recommend that you enable these options so that other tools, such as the Portfolio Optimizer, update properly. For more information about what each field displays, see Define a Business Case: article index.
After the Workfront administrator enables the sections on the Business Case, a Project Owner can then create a Business Case at the project level. For information about creating a Business Case, see Create a Business Case for a project.
Life After Death life-after-death
Configure any of the following preferences for newly created projects associated with the group: