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Adobe Workfront Planning overview

Last update: Mon Dec 09 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin
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 Adobe Planning access overview.

This article contains general information about Workfront Planning.

For the complete list of articles that contain documentation for Workfront Planning, see Adobe Workfront Planning: article index.

Introduction to Adobe Workfront Planning

Adobe Workfront Planning is an additional capability from Adobe Workfront. The purpose of Workfront Planning is to unlock comprehensive visibility into the operational details of an organization, and answer critical business questions at each stage of the work management lifecycle.

Workfront Planning can answer questions like:

  • How many campaigns are we running in EMEA for Q4?
  • Do we have any audience overlaps between concurrent campaigns?
  • How well are the awareness programs doing right now?
  • What do the assets look like for a particular campaign? Which of them must still be approved?

To answer these questions, leadership needs a solution that can provide a holistic view of every stage of work from planning to execution, from delivery to measuring the results. Currently, organizations have tools that can cover some parts of the process, but many do not have good connections to all phases of work, nor can they reliably provide results.

The following are some of the main capabilities:

  • Solve the problem of managing work across all stages and for all the stakeholders that participate in the work process.
  • Fully customize your workflows, from deciding what object types (or record types) your organization uses to configuring how these objects link to one another.
  • Link to object types from other systems, creating a coherent framework for all your processes.

Enable Workfront Planning for the users in your Workfront instance

After your organization purchases a Workfront Planning package, as a Workfront administrator, you must ensure the following are in place before users can access Workfront Planning:

Workfront Planning terminology

Although Workfront Planning is part of Workfront, it comes with proprietary concepts and terminology. Ensure you are familiar with these concepts before embarking on setting up Workfront Planning for your organization.

The framework for Workfront Planning is fully customizable. You can create all record types, their attributes, and any fields associated with them to suit the exact needs of your organization.

There are limitations for how many Workfront Planning objects you can create. For more information, see Adobe Workfront Planning object limitations overview.

The following are the main Workfront Planning objects and concepts:

  • 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 name of object types in Workfront Planning.

    Record types populate workspaces.

    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.

    note tip
    TIP
    You cannot add the following field types as lookup fields from the connected record or object types:
    • People
    • Created by
    • Last modified by
    • Workfront typeahead fields (including fields like Project Owner, or Project Sponsor)

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

  • 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 a 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.

For more information, see Manage record views.

Locate Adobe Workfront Planning

To locate Adobe Planning, ensure that your organization has received access to Workfront Planning and that your system or group administrator has added the Planning area to your Main Menu. For information, see Adobe Planning access overview.

To locate Workfront Planning:

  1. Log in to Workfront.

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

  3. Click Planning .

    The Workfront Planning main page opens.

    note tip
    TIP
    Your Workfront administrator can add the Planning area to the Select landing page option in your layout template, so you can open Planning as soon as you log in to Workfront. For information, see Customize the landing page using a layout template.

  4. (Conditional and optional) If you are a Workfront administrator, click one of the following tabs:

    • Workspaces I’m on: Displays workspaces that you created or workspaces that are shared with you.
    • Other workspaces: Displays all other workspaces in the system.

    For all other users, both workspaces that they created or are shared with them display in the Workspaces area.

  5. (Optional and recommended) Continue with some of the following actions, to build your work structure:

    1. Create a workspace from scratch or using a template. For information, see Create workspaces.

    2. Add sections to the new workspace. For information, see Edit workspaces.

    3. Rename the existing sections in the new workspace.

    4. Add record types to the new workspace. For information, see Create record types.

    5. Click the name of a record type to open the record type’s page. The record type page opens in the Table view, by default.

      You can also create a Timeline or a Calendar view. For information, see Manage record views.

    6. In the table view, start adding records by adding rows

      Or

      Start adding record fields by adding columns.

      For information, see the following articles:

Workfront Planning release activity

We are releasing new features to Workfront Planning regularly.

For an up-to-date list of released features, see Adobe Workfront Planning release activity: article index.

Additional resources for Workfront Planning

  • Adobe Workfront Planning: article index: An index of 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.

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