Requirements to use Workfront Goals
Your Adobe Workfront administrator must ensure all of the following conditions are met before you can access Adobe Workfront Goals:
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Your organization must purchase the correct license for Workfront Goals. For information, see the section Obtain Workfront Goals organization access in this article.
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Assign you the correct type of Workfront license. For information about assigning license types and access levels, see the section Update license types and access level settings in this article.
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Give you access to Goals in your access level. For information, see Grant access to Adobe Workfront Goals
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Assign you Layout Template that includes the Goals area in the Main Menu.
note note NOTE All users, including Workfront administrators, must be assigned a layout template that includes the Goals area in the Main Menu. For information see the section Add Workfront Goals to a layout template in this article.
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If you must modify goals that you did not create yourself, the goal creator must share the goals with you and give you Manage permissions to them.
For information, see the section Share individual goals with other users in this article.
Obtain Workfront Goals organization access obtain-workfront-goals-organization-access
Depending on which Workfront plan your company is currently on, the following scenarios exist:
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If your company has a new Workfront plan, you must have one of the following:
- An Ultimate Workfront plan. Workfront Goals are included in this plan.
- A Select or higher Workfront plan and a separate Workfront Goals license.
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If your company has the current Workfront plan, your organization must purchase an additional license, in addition to the Workfront license, for your users to be able to access Workfront Goals.
After your organization purchases the additional license, Workfront enables Workfront Goals for your account. For information about purchasing a license for Workfront Goals contact your Workfront account manager.
For information about Workfront access requirements, see Access requirements in Workfront documentation.
Update license types and access level settings update-license-types-and-access-level-settings
Depending on which Workfront plan your company is currently on, the following scenarios exist:
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If your company has the new access level model, your Workfront administrator must grant you one of the following Workfront license types to access Workfront Goals:
- Contributor
- Light
- Standard
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If your company has the current access level model, your Workfront administrator, must grant you one of the following Workfront license types to access Workfront Goals:
- Plan
- Work
- Review
- Request
After your Workfront administrator grants you one of these license types, they must also give you access to Goals in your access level. For information about access to Goals, see Grant access to Adobe Workfront Goals.
As a Workfront administrator, you can review the number of Workfront Goals licenses in your system and understand how many are currently enabled. For more information, see Manage available licenses in your system.
Add Workfront Goals to a layout template add-workfront-goals-to-a-layout-template
Your Workfront or Group administrator must assign you a Layout Template that includes the Goals area in the Main Menu so you can access Workfront Goals.
Your Workfront administrator or Group administrator can also add the following to your layout template so you can easily access Workfront Goals:
- A pinned tab
- Make the Goals area your landing page
For information about updating the Layout Template see the following articles:
Share individual goals with other users share-individual-goals-with-other-users
By default, all users that have at least View access to Goals in their access level can view all goals in Workfront.
Any user with Edit access to Goals can create goals and they automatically gain Manage access to the goals they create. If they must edit other users’ goals, someone with Manage permissions to those goals must share with them the goals they did not create.
For information about sharing goals with users and giving them Manage permissions, see Share a goal in Workfront Goals.