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Create Workfront objects from Workfront Planning as you connect them to records

Last update: Thu Apr 10 2025 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 Access overview.
For more information about Workfront Planning, see Adobe Workfront Planning overview.

You can create Adobe Workfront objects from Workfront Planning in the following ways:

  • As you connect Workfront objects from Planning records

    This article describes how to create Workfront objects from Workfront Planning as you connect them from Planning records.

  • When you use automations from a record’s page.

    For information about creating Workfront objects using automations, see Create objects using Adobe Workfront Planning record automations.

You can create the following types of Workfront objects from Workfront Planning when you connect a Workfront Planning record with the following Workfront object types:

  • Projects
  • Portfolios
  • Programs
IMPORTANT

  • You can create only projects, portfolios, and programs in Workfront when connecting them from a record.

  • You cannot create groups or companies when connecting them from a record in Workfront Planning.

You can connect projects, portfolios, and programs from a connection field in following areas of Workfront Planning:

  • The table view of a record type
  • The Details page or preview box of a record
  • The Connections tab of a record

For information about connecting Planning records with Workfront objects, see Connect records.

Access requirements

Expand to view access requirements.

You must have the following access to perform the steps in this article:

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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

Edit access in Workfront for the object types that you want to create (projects, programs, and portfolios) as you connect the records to them.
Object permissions

Manage permissions to the workspace where you want to add records.

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

Manage permissions to Workfront objects (portfolios) to add children objects (projects).
Layout template All users, including Workfront administrators, must be assigned a layout template that includes the Planning area in the Main Menu

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

Prerequisites for creating Workfront objects when connecting them with records from Workfront Planning

You must have the following before you can add new projects or portfolios by connecting them from existing records:

  • Record types connected to Workfront projects, portfolios, or programs. For information, see Connect record types.
  • Records. For information, see Create records.
  • The correct access and permissions in Workfront Planning and Workfront, as described in the section Access requirements in this article.

Create projects as you connect them with records from Workfront Planning

To create projects as you are connecting them from other records:

  1. Go to a record’s details page or to the record type’s table and start connecting Workfront Planning records with Workfront projects, as described in the article Connect records.

  2. (Conditional) Click Add project
    Or
    Start typing the name of a project, then click Add project if you cannot find it.

    If you cannot find a project when trying to add it from the connected record field of another record, add a name, then click Add project. The Add button is followed by the project name you typed.

    Add project when connecting it from a connection field

    The Create project box opens.

  3. (Optional) Update the Project name. By default, the project is named after what you added as your search item when connecting it from the record.

  4. (Optional) Select a Project template. If you do not select a template, Workfront creates a blank project, with no tasks.

  5. Click Create.

  6. (Conditional) If you selected to create a project from a template, follow the steps in the article Create a project using a template article to finish adding the project.

    The new project is created and added to the connected field of the selected record.

  7. (Optional) Click the name of the new project from Workfront Planning to open the project’s page in Workfront and make additional updates to the project.

Create portfolios as you connect them with records from Workfront Planning

To create portfolios as you are connecting them from Planning records:

  1. Go to a record’s details page or to the record type’s table and start connecting Workfront Planning records with Workfront portfolios, as described in the article Connect records.

  2. (Conditional) Click Add portfolio

    Or

    Start typing the name of a portfolio, then click Add portfolio if you cannot find it.–> If you cannot find a portfolio when trying to add it from the connected record field of another record, add a name, then click Add portfolio. The Add button is also followed by the portfolio name you typed.

    Add portfolio when connecting it from a connection field

    The portfolio is created and added to the connection field of the record you selected.

  3. (Optional) Click the name of the new portfolio from Workfront Planning to open the portfolio’s page in Workfront and make additional updates to the portfolio.

Create programs as you connect them with records from Workfront Planning

To create programs as you are connecting them from Planning records:

  1. Go to a record’s details page or to the record type’s table and start connecting Workfront Planning records with Workfront portfolios, as described in the article Connect records.

  2. Click Add program

    Or

    Start typing the name of a program, then click Add program if you cannot find it. The Add button is followed by the program name you typed.

    Add Workfront program when connecting it from connection field

    The Create program box opens.

  3. Update the Program name. This is a required field.

  4. Choose a Portfolio from the drop-down, or start typing the name of a portfolio, then select it when it displays in the list. This is a required field.

  5. Click Create.

    The program is created and added to the connection field of the record you selected.

  6. (Optional) Click the name of the new program from Workfront Planning to open the program’s page in Workfront and make additional updates to it.

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