Import fields from Adobe Workfront

May 1, 2025

Topics:
Workfront Planning

CREATED FOR:

User
Admin

The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.

For information about fast releases, see Enable or disable fast releases for your organization.

IMPORTANT

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

You must have the following to access Workfront Planning:

A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
A Workfront Planning package.
Your organization’s instance of Workfront must be onboarded to the Adobe Unified Experience.

For a complete list of requirements to access Workfront Planning, see Access overview.

For more information about Workfront Planning, see Adobe Workfront Planning overview.

You can import copies of existing Workfront fields. Importing fields from Workfront creates a copy of each field for a Workfront Planning record type.

Access requirements

Expand to view 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

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

Workfront Planning is not available for legacy Workfront licenses

Access level configuration

There are no access level controls for Adobe Workfront Planning

Object permissions

Manage permissions to a workspace and record type

System Administrators have permissions to all workspaces, including the ones they did not create.

Layout template

In the Production environment, all users including the System Administrators must be assigned to a layout template that includes Planning.

In the Preview environment, Standard users and System Administrators have Planning enabled by default.

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

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.

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
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.

Import fields from Workfront

Click the Main Menu icon in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Planning.

The Workfront Planning landing page opens.
(Optional and conditional) If you are a Workfront administrator, click one of the following tabs:
- My workspaces: Displays workspaces you created.
- Other workspaces: Displays all workspaces in Workfront Planning, including the ones shared with you.
For all other users, all workspaces you created or are shared with you display in the Workspaces area.
Click the workspace whose record types you want to create fields for.

The workspace opens and the record types display.
Click the card of a record type.

All existing records associated with the record type display in the rows of the table view.

TIP
Some fields might be hidden. Click Fields and enable the toggle for the fields you want to view as columns in the table view.
Click the + icon in the upper-right corner of the table view

Or

Hover over the header of any column, click the downward-pointing arrow after the field name, then click Insert left or Insert right to add the new field.
Click Add existing in the lower-right corner of the New field tab.
Start typing the name of an existing Workfront field in the search area, then click + when it displays in the list.
(Optional) Type another field, then click + when it displays in the list.
(Optional) Click the Filters icon , then update one or both of the following fields:
- Object type: Select a Workfront object type whose fields you want to import.
- Custom form: Select one or several custom forms from Workfront. You may select a custom form without selecting an object type first.
Click +, then Add fields.
The fields are added to the table view and to the records’ details pages.

IMPORTANT
There is a limit of 500 fields for any record type. The existing fields together with the imported fields contribute to this limit.

The added fields are copies of the Workfront fields and no longer connect to the original fields in Workfront.