Adobe Workfront Planning access overview

Last update: November 20, 2024

Topics:
Workfront Planning

CREATED FOR:

User
Admin

IMPORTANT

The information in this article refers to Adobe Workfront Planning, an additional capability from Adobe Workfront.

Your company must purchase an additional license for Workfront Planning to access its capabilities.

For more information, contact your account manager

For more information about Workfront Planning, see Adobe Workfront Planning 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:

Products	Adobe Workfront Adobe Workfront Planning
Adobe Workfront plan*	Any of the following Workfront plans: Select Prime Ultimate Workfront Planning is not available for legacy Workfront plans
Adobe Workfront Planning package*	Any of the following Workfront Planning plans: Planning Planning Plus For more information about what is included in each Workfront Planning plan, contact your Workfront account manager.
Adobe Workfront platform	Your organization's instance of Workfront must be onboarded to the Adobe Unified Experience to be able to access all the capabilities of Workfront Planning. For more information, see Adobe Unified Experience for Workfront.
Adobe Workfront license*	Standard, Light, or Contributor, to view Workfront Planning information Standard, to create workspaces and views Workfront Planning is not available for legacy Workfront licenses
Access level configuration	There are no access level controls for Adobe Workfront Planning
Object permissions	View or higher permissions to workspaces and views that you did not create to access them and their objects. Contribute or higher permissions to workspaces that you did not create to edit them and create, edit, or delete record types and records. Contribute or higher permissions to views that you did not create, to edit, delete, and share them System Administrators can manage workspaces they did not create. System Administrators cannot access views they did not create. For information about sharing permissions for Workfront Planning objects, see Overview of sharing permissions in Adobe Workfront Planning
Layout template	All users, including Workfront administrators, must be assigned a layout template that includes the Planning option in the following areas: Main Menu Left panel of projects, portfolios, and programs Landing page Pins For more information, see Create and manage layout templates.

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

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:

Log in to Workfront as a Workfront administrator.
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.
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.

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Adobe Workfront Planning access overview

Access requirements

Share the Planning area using a layout template

Grant access

Grant permissions