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:

  • Your organization purchased an Adobe Workfront Goals package in the past. Adobe Workfront Goals is no longer available for purchase.

    For more information, see the section Obtain Workfront Goals organization access in this article.

  • 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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    NOTE
    Users with an External license type cannot access Workfront Goals.
  • Give you access to Goals in your access level. For information, see Grant access to Adobe Workfront Goals

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    NOTE
    By default, users get No Access to goals in their access level.
  • Assign you Layout Template that includes the Goals area in the Main Menu.

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    NOTE
    All users, including System 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.

  • 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

The last Adobe Workfront package that included Workfront Goals was Adobe Workfront Ultimate.
Workfront Goals is no longer available for purchase for newer packages.
Speak with your account representative to inquire about Workfront Goals.

Update license types and access level settings update-license-types-and-access-level-settings

If your company has access to Workfront Goals from a previous purchase, your Workfront administrator must grant you the following to access Workfront Goals:

  1. One of the following licenses:

    • Contributor or higher
    • Request or higher
  2. The following access level:

    • View or higher 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.

NOTE
Workfront allows you to assign more Workfront Goals licenses that you have purchased. However, when you assign more licenses than what your Workfront Goals contract allows, a Workfront account manager will contact you to let you know that you have exceeded your contractual number.

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.

Layout template

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.

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