Adobe Workfront Planning access overview
There are license and sharing permission restrictions to use Adobe Workfront Planning.
This article describes the access and settings that you need in place to use the capabilities of Workfront Planning.
Access requirements
You must have the following access to perform the steps in this article:
*For more information about Workfront access requirements, see Access requirements in Workfront documentation.
Share the Planning area using a layout template
After your organization has purchased an additional Workfront Planning license, your system administrator can add the Planning option to the following areas by modifying and assigning you to a layout template:
- Main menu
- Landing page
- Left panel for projects, portfolios, and programs
- Pins
To add Workfront Planning areas to your Workfront instance:
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Log in to Workfront as a Workfront administrator.
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Go to Main menu > Setup > Interface > Layout Templates and open or create a layout template.
For information about customizing a layout template, see Create and manage layout templates.
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Assign the layout template to the users that you want to have access to Workfront Planning.
For information, see Assign users to a layout template.
All users assigned to the template can now access Workfront Planning in their Main Menu.
Users can start creating workspaces, records types, records, and fields.
Grant access
There are no Workfront access controls for Workfront Planning.
Users with any type of Workfront license can access Workfront Planning.
Grant permissions
You must give users permissions to Workfront Planning workspaces and views that you create for them to access them.
For more information, see Overview of sharing permissions in Adobe Workfront Planning.
Your Adobe Workfront license type works with your Workfront Planning permissions to give you access to view, contribute, or manage Workfront Planning objects.
For information about how license types affect permission levels for Workfront Planning objects, see License type overview when using Adobe Workfront Planning.