Manage your instance of Adobe Workfront Planning as a standalone product

Last update: July 14, 2026

Topics:
Workfront Planning

CREATED FOR:

User
Admin

IMPORTANT

The information in this article refers to Adobe Workfront Planning, when purchased as a standalone product. Refer to this article when your company purchased an Adobe Workfront Planning only package, and they did not purchase a Workfront Workflow package.

For information about Adobe Workfront Planning when purchased together with a Workfront package, see Get started with Adobe Workfront Planning.

As a Workfront Planning Administrator, you can manage your Adobe Workfront Planning instance.

You can configure the following settings for Workfront Planning:

Custom Quarters
Customer Info
Preferences
Teams

For information, see Manage teams in Adobe Workfront Planning as a standalone product.
Users

For information, see Manage users in Adobe Workfront Planning as a standalone product.

Configuring Workfront Planning as a standalone product is similar to configuring some of the settings in Adobe Workfront. However, there are limitations for what information is available in Workfront Planning.

Access requirements

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

table 0-row-0 1-row-0 2-row-2 3-row-2 layout-auto html-authored no-header


Adobe Workfront Planning package	Any Workfront Planning as a standalone package
Adobe Workfront license	Planning Administrator

For more information about access needed for Workfront as a standalone package, see Access needed for Adobe Workfront Planning as a standalone product.

Log in as another user

As a Planning Administrator, you can log in as another user, to troubleshoot issues for them. Logging in as another user in Workfront Planning is similar to logging in as another user in Workfront.

For information, see Log in as another user.

Configure custom quarters

You might want to create custom quarters if your organization’s quarters are based on specific criteria other than calendar dates (such as business days or shopping days).

You can configure up to 100 quarters for your Workfront Planning instance. You can use these custom quarters in the timeline view.

Configuring custom quarters in Workfront Planning is similar to configuring custom quarters in Workfront.

For information, see Enable custom quarters.

Configure Customer Info

As part of configuring your Adobe Workfront Planning product, you can manage details about your organization in the Customer Info section of Setup.

Configuring the Customer Info section in Workfront Planning is similar to configuring it in Workfront.

For information, see Configure basic information for your system.

Configure your system’s Preferences

As a Planning Administrator, you can configure preferences for your Workfront Planning system.

Changes that you make in the system Preferences area of Setup impact all users in your system, and their experience in Workfront Planning.

We recommend that you configure your system preferences during the Workfront Planning as a standalone product implementation and only occasionally revisit them after that.

Configuring your Workfront Planning system preferences is similar to configuring them in Workfront.

For information, see Configure system preferences.

recommendation-more-help

workfront-help-quicksilver