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 typeWorkfront Planning field type
    Text-formatted single-line textSingle-line text
    Number-formatted single-line textNumber
    Currency-formatted single-line textCurrency
    ParagraphParagraph
    Text with formattingParagraph
    Single-select dropdownSingle-select
    Multi-select dropdownMulti-select
    User typeahead Filters are not supportedPeople
    Calculated*Formula
    DateDate
    Checkbox groupMulti-select
    Radio buttonMulti-select

    *Calculated fields will be available at a later date.
    All other Workfront field types are not supported in Workfront Planning.