Considerations about importing fields from Workfront
- You can import native or custom Workfront fields to a record type in Workfront Planning.
- Importing Workfront fields creates copies of the same fields and it preserves the field name in Workfront Planning. After they are copied to Workfront Planning, the fields are independent from the original Workfront fields and they do not share information.
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You can add native or custom fields from the following Workfront objects:
- Portfolio
- Program
- Project
- Task
- Issue
- Document
- Company
- Group
- User
- Job Role
- Assignment
- Hour
- Billing Record
- Expense
- Iteration
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Workfront fields might not preserve their field type, after they are imported in Workfront Planning.
The table below shows Workfront field types and their corresponding Workfront Planning field type.
Workfront field type Workfront Planning field type Text-formatted single-line text Single-line text Number-formatted single-line text Number Currency-formatted single-line text Currency Paragraph Paragraph Text with formatting Paragraph Single-select dropdown Single-select Multi-select dropdown Multi-select User typeahead Filters are not supported People Calculated* Formula Date Date Checkbox group Multi-select Radio button Multi-select *Calculated fields will be available at a later date.
All other Workfront field types are not supported in Workfront Planning.