Adobe Workfront Planning overview

Your Workfront administrator must assign you to a layout template that includes Planning in the Main Menu. For more information, see Customize the Main Menu using a layout template and Assign users to a layout template.

Your Workfront administrator must assign you a Workfront license and Workfront Planning permissions that would allow you to view or create objects in Workfront Planning. For more information about granting access to and enabling others to use Workfront Planning, see Access overview.

Workspace: A collection of record types that define the operational lifecycle of a certain organization. A workspace is the work frame of an organizational unit.

For more information, see Create workspaces.

Record Type: The object type of Workfront Planning.

Unlike Workfront, where the object types are predefined, in Workfront Planning, you can create your own object types.

For example, in Workfront the object types of Program, Portfolio, Project, Task, or Issue are already created.

In Workfront Planning, you can create any record types that meet your organization’s workflows. Later, you can define how the record types relate to one another or form dependencies.

For more information, see Record types overview.

Record: An instance of a record type.

After adding a record type to a workspace, you can start adding records of that type on the record type’s page.

For example, “Campaign” can be a record type and “Summer Campaign for EMEA” is a record of the Campaign record type.

For more information, see Create records.

Workspace template: You can create a workspace using predefined templates. You can use the predefined record types and fields that come in a template, or you can add your own.

Adobe Workfront Planning contains the following templates:

• Basic: Marketing Management
• Advanced: Marketing Management
• Enterprise: Marketing Management
• Sales Management
• Product Management

For more information, see List of workspace templates.

Fields: Fields are attributes that you can add to record types. Fields contain information about the record type.

Considerations about record fields:

• The fields you add for a record type automatically become associated with all records of that type and can be used to capture data about those records.

• Fields display as columns in the Table view applied to a record type page. They also display in the record’s page.

• Fields are unique to a record type and do not transfer from one record type to another.

• Fields are fully customizable and are accessible only in Workfront Planning. You cannot access Workfront Planning fields from Workfront.

For more information, see Create fields.

A new record type is associated with the following predefined fields, by default:

• Name
• Description
• Start Date
• End Date
• Status

You can create custom fields of the following types:

• Single-line text
• Paragraph
• Multi-select
• Single-select
• Date
• Number
• Percentage
• Currency
• Checkbox
• Formula
• People
• Created by
• Created date
• Last modified by
• Last modified date

Connected record types, Connected records, and Connected fields: You can create a connection between the following entities in Workfront Planning:

• Two Workfront Planning record types.

• A record type and a Workfront project, program, portfolio, company, or group object type.

• A record type and an Adobe Experience Manager asset or folder.

  You must have an Adobe Experience Manager license to link record types with Experience Manager objects.

  

After you establish a connection between the record types, you can connect individual records of those types to one another. The connection between the records displays as a linked record field.

Linked fields (or lookup fields): After you establish the connection between two record types and you link individual records together, you can reference the linked records’ fields on the record you are connecting from.

For example, if you connect a Campaign record type with a Workfront Project object type, you can display the Budget field of connected projects on the campaign records.

For information about linking record types, records, and creating linked fields, see the following articles:

• Connect record types
• Connect records

Views: Records display under their respective record type page in different types of views.

Views contain personalized settings of a specific view type, such as the list of fields (columns), a list of records (rows), their order (sort), an applied or applicable filter and grouping.

The following are view types that you can apply to the record type page:

• Table view: Displays records and their fields, including connected and lookup fields, in a table format. The rows of the table are the individual records, and the columns are the record fields. The table view is the default view.

  

• Timeline view: Displays records that have at least two Date-type fields in a chronological timeline. You can display up to 5 connected record types and their records in the timeline view.

  

• Calendar view: Displays records that have at least two Date-type fields in a calendar format.
  

Adobe Workfront Planning: article index: An index with all articles that contain documentation about Workfront Planning, grouped by area of interest.

Adobe Workfront Planning AI Assistant overview: With the Workfront AI Assistant for Planning you can search for records, or create, update, and delete records by using commands and letting the assistant do the work for you.

Adobe Workfront Planning modules for Workfront Fusion: With the Adobe Workfront Planning modules, you can trigger a scenario when events occur in Workfront Planning. You can also create, read, update, and delete records, or perform a custom API call to your Adobe Workfront Planning account.

Adobe Workfront Planning API basics: The goal for the Adobe Workfront Planning API is to simplify building integrations with Planning by introducing a REST-ful architecture that operates over HTTP.

Workfront Planning reporting capabilities: You can now view Workfront Planning information in a report in Workfront using the Workfront Canvas Dashboard. For information, see Get started with Canvas Dashboards.