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

Last update: Wed Apr 01 2026 18:03:50 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.
For a list of requirements to access Workfront Planning, see Adobe Workfront Planning access overview.
For general information about Workfront Planning, see Get started with Adobe Workfront Planning.

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.

IMPORTANT
You can create the following Workfront objects from Workfront Planning when you connect them with Planning records:
  • Projects
  • Portfolios
  • Programs
You can connect the following Workfront objects with Planning records, but you cannot create them in the connection process:
  • Groups
  • Companies

Consider the following when connecting and creating Workfront objects to Workfront Planning records:

  • You can connect Workfront projects, portfolios, programs, groups, and companies from a connection field from the 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

  • You can create projects from the following areas of Workfront Planning:

    • The table view of a record type
    • The Details area of a record in the connection field
    • The Connected record page of a record

  • You can create portfolios and programs from the following areas of Workfront Planning:

    • The table view of a record type
    • The Details area of a record in the connection field

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

Access requirements

Expand to view the access requirements for the functionality in this article.
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Adobe Workfront package

Any Workfront and any Planning package

Any Workflow and any Planning package

For more information about what is included in each Workfront Planning package, contact your Workfront account representative.
Adobe Workfront license Standard
Access level configuration

There are no access level controls for Adobe Workfront Planning

Edit access with access to Create objects in Workfront for the object types that you want to create (projects, portfolios, programs).
Object permissions

Contribute or higher permissions to the workspace and record type 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).

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 the record types connected to Workfront objects. 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

You can create projects as you connect them with records in Workfront Planning in the following areas of Workfront Planning:

  • The table view of a record type or the Details area of a record in the connection field
  • The Connected record page of a record, in the Details area of a record

Create projects from the Details area of a record or the table view of a record type

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. 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 projects from the Connected records page of a record

  1. Connect the Project object type with a Workfront Planning record type in the table view.

    For information, see Connect record types.

  2. Click the name of a record in any view. The Details preview box opens.

  3. Add a Connected records page for projects.

    For information, see Add a Connected records page to a record.

    The Connected records page displays in the table view. Connected projects display in the table.

    Projects table view in connected records page

  4. Click New row in the projects table to add a project.

    You can only add a blank project in this area. You cannot add a project using a template.

  5. (Optional) Click the name of the project in the table view to open the project in Workfront and add more information.

Create portfolios as you connect them with records from Workfront Planning

You can create portfolios from the table view of a record type or the Details page of a record.

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. The Add button is 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

You can create programs from the table view of a record type or the Details page of a record.

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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