Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following:

Adobe Workfront plan*

For the new plan and license structure:

  • An Ultimate plan

For the current plan and license structure:

  • A Pro or higher
  • An Adobe Workfront Goals license in addition to a Workfront license.
Adobe Workfront license*

New license: Contributor or higher

Or

Current license: Request or higher

Product*

New product requirement: Workfront

Or

Current product requirement: In addition to a Workfront license, you must purchase a license for Adobe Workfront Goals.

For information, see Requirements to use Workfront Goals.

Access levelEdit access to Goals
Object permissions

View or higher permissions to the goal to view it

Manage permissions to the goal to edit it

For information about sharing goals, see Share a goal in Workfront Goals.

Layout templateAll users, including Workfront administrators, must be assigned a layout template that includes the Goals area in the Main Menu.

*For more information, see Access requirements in Workfront documentation.

Align goals by connecting them to one another

  1. Create two goals that you want to align. For information about creating goals, see Create goals in Adobe Workfront Goals.

  2. (Optional) Activate the goals that you want to align. You can align goals that have a Draft, Active, or Inactive status. For information about activating goals, see Activate goals in Adobe Workfront Goals.

  3. Go to the goal that you want to align (child goal) to another goal (parent goal) and click its name to open the goal page.

    INFO
    For example, if you want Goal 2 to influence the progress of Goal 1, you must go to Goal 2.
  4. Click Goal details in the left panel.

  5. In the Parent goal information area, click Add in the Parent goal field if there is no parent goal,

    Or

    Click the name of he parent goal to choose another one.

  6. Start typing the name of an existing goal in the Parent goal field, then select it when it appears in the list. Only goals that are from the same or future periods display in the list.

  7. Click Save Changes.

    The goal you started with (Goal 2) is now the child goal of the parent goal you aligned it with (Goal 1).
    The aligned goals display connected in the Goal Alignment section with Goal 2 as secondary to Goal 1.
    The child goal displays in the Progress indicators section of the parent goal as its progress updates the progress of the parent goal.

    Aligned cards

  8. (Optional) To view the goals in the Goal Alignment section, go to the Goals area of Workfront, then click the Goal Alignment section in the left panel. For information about the Goal Alignment section, see Navigate the Goal Alignment section in Adobe Workfront Goals.

  9. (Optional) Add activities and results to either goal to indicate their progress. For information about adding activities and results, see the following articles:

  10. (Optional) Remove the alignment between two goals, when you consider that no longer is relevant to your organization’s overall strategy. For information about removing alignment between goals, see Remove goal alignment in Adobe Workfront Goals.

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