Object headers overview

Header Information

Notes

Breadcrumb with parent objects

If the project is associated with a program or a portfolio, they display in the breadcrumb in the upper-left corner of the header. Clicking the name of the parent opens that parent object.

Object icon

The purple Project icon displays to the left of the project name.

Name of the project

You can edit the project name in the header.

Name of the object type

The text "PROJECT" displays above the project name in the header.

The actions area of the project

Next to the name of the project, the actions area displays which includes the Share option.

Percent Complete

You cannot edit the project percent complete in the header.

Project Owner

You can edit the Project Owner in the header.

Planned Completion Date

You can edit the project Planned Completion Date and time in the header if the project is scheduled from Completion Date. If the project is scheduled from Start Date, this information is updated from the tasks in the project.

Condition

When you set the Condition Type of the project to Manual, you can update the project Condition in the header.

Status

You can edit the project Status in the header.

The Approvals area

When you are one of the approvers, use the following icons to manage the approvals for the project:

Approve

Reject

Recall

If you are not an approver, click the More icon to view information about the current approval step.

To learn more about approvals, see Approval process overview.

Header Information

Notes

Breadcrumb with parent objects

The parent objects of the task display in the breadcrumb. Clicking the name of the parent opens that parent object.

For more information, see Breadcrumbs overview.

Object icon

The green Task icon displays to the left of the task name.

Name of the task

You can edit the task name in the header.

Name of the object type

The text "TASK" displays above the task name in the header.

The actions area of the task

Next to the name of the task, the actions area displays which includes the Share option.

If the Dependency icon displays, you can click the icon to see any predecessors or successors for the task.

Percent Complete

You can edit the task percent complete in the header.

Assignments

You can edit the assignees of a task from the header.

Work on It, Done, or Start Task button

If the task is assigned to you, you can click the Work on It or Start Task button to indicate that you are now working on the task, or the Done button to indicate that you completed the task.

For information about replacing the Work On It button with a Start Task button, see Replace the Work On It button with a Start button.

Planned Completion Date

You can edit the task Planned Completion Date and time in the header.

Tip: Notice that the Commit Date is not visible in the header. You can view it on the Details page.

Status

You can edit the task Status in the header.

The Approvals area

When you are one of the approvers, use the following icons to manage the approvals for the task:

Approve

Reject

Recall

If you are not an approver, click the More icon to view information about the current approval step.

To learn more about approvals, see Approval process overview.

Header Information

Notes

Breadcrumb with parent objects

The parent objects of the issue display in the breadcrumb. Clicking the name of the parent opens that parent object.

For more information, see Breadcrumbs overview.

Object icon

The pink Issue icon displays to the left of the issue name.

Name of the issue

You can edit the issue name in the header.

Name of the object type

The text "ISSUE" displays above the issue name in the header.

The actions area of the issue

Next to the name of the issue, the actions area displays which includes the Share option.

If the Dependency icon displays, you can click the icon to see any predecessors or successors for the issue.

Percent Complete

You can edit the percent complete of the issue from the header.

Assignments

You can edit the assignees of a issue from the header.

Work on It, Done, or Start Issue button

If the issue is assigned to you, you can click the Work on It or Start Issue button to indicate that you are now working on the issue, or the Done button to indicate that you completed the issue.For information about replacing the Work On It button with a Start Task button, see Replace the Work On It button with a Start button.

Planned Completion Date

You can edit the issue Planned Completion Date and time in the header.

Tip: Notice that the Commit Date is not visible in the header. You can view it on the Details page.

Status

You can edit the issue Status in the header.

The Approvals area

When you are one of the approvers, use the following icons to manage the approvals for the issue:

Approve

Reject

Recall

If you are not an approver, click the More icon to view information about the current approval step.

To learn more about approvals, see Approval process overview.

Header Information

Notes

Breadcrumb with the name of the Portfolio

You can access the Portfolio from the header of the Program. Clicking the name of the parent opens that parent object.

For more information, see Breadcrumbs overview.

Object icon

The orange Program icon displays to the left of the program name.

Name of the program

You can edit the program name in the header.

Name of the object type

If the program is marked as Active, the text "PROGRAM" displays above the program name in the header.

Activation status

If the program is deactivated, the text "PROGRAM DEACTIVATED" displays above the program name in the header.

The actions area of the program

Next to the name of the program, the actions area displays which includes the Share option.

Percent Complete

You cannot edit the Percent Complete of the program in the header. This information is updated from the projects in the program.

Tip: By default, the percent complete of the program is an average of the percent complete values of the projects in a Current or Approved Status that belong to the program.

Program Manager

You can edit the Program Manager in the header. This is the same as the Program Owner.

Planned Completion Date

You cannot edit the program Planned Completion Date in the header. This information is updated from the Planned Completion Date of the projects in the program.

Active Projects Condition

This is a calculation of what percentage of active projects in the program have the Condition set as On Target, At Risk, or In Trouble.

Header Information

Notes

Object icon

The blue Portfolio icon displays to the left of the portfolio name.

Name of the portfolio

You can edit the portfolio name in the header.

Name of the object type

If the portfolio is marked as active, the text "PORTFOLIO" displays above the portfolio name in the header.

Activation status

If the portfolio is deactivated, the text "PORTFOLIO DEACTIVATED" displays above the portfolio name in the header.

The actions area of the portfolio

Next to the name of the portfolio, the actions area displays.

Portfolio Manager

You can edit the Portfolio Manager in the header. This is the same as the Portfolio Owner.

On Time

This is a calculation of what percentage of projects in the portfolio are currently on time.

On Budget

This is a calculation of what percentage of projects in the portfolio are currently on budget.

Aligned

This is a calculation of what percentage of projects in the portfolio are aligned with the portfolio.

ROI

This is the Return on Investment calculation for all projects in the portfolio.

Net Value

This is the Net Value calculation for all projects in the portfolio.

Header Information

Notes

Object icon

The green Template icon displays to the left of the template name.

Name of the template

You can edit the template name in the header.

Name of the object type

If the template is marked as active, the text "TEMPLATE" displays above the Template name in the header.

Activation status

If the template is deactivated, the text "TEMPLATE DEACTIVATED" displays above the template name in the header.

The actions area of the template

Next to the name of the template, the actions area displays.

Template Owner

You can edit the Template Owner field in the header.

Duration

The duration of the template. You cannot edit this field in the header.

Header Information

Notes

Breadcrumb to parent objects

The parent objects of the template task display in the breadcrumb. Clicking the name of a parent object opens that parent object.

For more information, see Breadcrumbs overview.

Object icon

The green Task icon displays to the left of the template task name.

Name of the template task

You can edit the template task name in the header.

Name of the object type

The text "TEMPLATE TASK" displays above the template task name in the header.

The actions area of the template task

Next to the name of the template task, the actions area displays.

Assignments

You can edit the Assignments of the template task in the header.

Completion Day

This is the day in the duration of the template when the template task should complete.

Header Information

Notes

Breadcrumb to parent objects

The parent objects of the billing record display in the breadcrumb. Clicking the name of a parent object opens that parent object.

For more information, see Breadcrumbs overview.

Object icon

The blue Billing Record icon displays to the left of the billing record name.

Name of the billing record

You can edit the name of the billing record in the header.

Name of the object type

The text "BILLING RECORD" displays above the billing record name in the header.

The More menu for the billing record

Next to the name of the billing record, the More menu displays, which allows you to select the following options:

• Edit

• Delete

NOTE

The More menu does not display for billing records with a Status of Billed. You cannot edit or delete Billed records.

Billing Record Total

This is the total amount of the billing record. You cannot edit this field.

Billing Date

This is the date when the billing record was created, unless it was manually changed when the billing record was created. You can edit the Billing Date in the header.

Status

When the billing record has a status of Billed, you can no longer edit it.

You can edit the Status of the billing record in the header.

Header Information

Notes

User's profile picture

You cannot update the profile picture in the header.

Name of the user and title

The title of the user displays in all capital letters above their name. You cannot edit the name of the user in the header.

Activation status

If the user has been deactivated, all text and the profile picture in the header is dimmed.

The actions area of the user

Next to the name of the user, the actions area displays.

Email address

You cannot edit the email address in the header. This is usually also the username.

Phone number

You cannot edit the phone number in the header.

Teams

You can view the teams that the user belongs to. Mouse over a team avatar to display the team's name. You cannot edit the teams in the header.

Header Information

Notes

Object icon

The purple Team icon displays to the left of the team name.

Name of the team

You can edit the team name in the header.

Name of the object type

The text "TEAM" displays above the team name in the header.

The actions area of the team

Next to the name of the team, the actions area displays.

Team member profile pictures

The profile pictures of the team members. Mouse over a picture to display the user's name.

Description

This is a brief description about the members of the team. You cannot edit the description of the team in the header.

Header Information

Notes

Object icon

The orange Iteration icon displays to the left of the iteration name.

Name of the iteration

You can edit the iteration name in the header.

Name of the object type

The text "ITERATION" displays above the iteration name in the header.

The actions area of the iteration

Next to the name of the iteration, the actions area displays.

Owner

This is the Owner of the iteration. You cannot edit the Owner in the header.

Timeline

The Timeline shows the start and end dates of the iteration. You cannot edit the Timeline in the header.

Team

You cannot edit the team of the iteration in the header. Clicking the team name takes you to the team page.

Header Information

Notes

Object icon

The orange Group icon displays to the left of the group name.

Name of the group

You can edit the group name in the header.

Name of the object type

The text "GROUP" displays above the group name in the header.

The actions area of the group

Next to the name of the group, the More menu displays, which allows you to select the following options:

• Edit

• Copy

• Delete

Business Leader

You can edit the Business Leader in the header.

Licenses in use

The Licenses in use box displays the number of Plan and Work license users in the group and its subgroups. You can click the numbers to see this information for all 5 license types.

For more information, see View the number of licenses allocated and used in a group in the new Adobe Workfront experience.

Group Administrators

You can edit the Group Administrators in the header.

Header Information

Notes

Breadcrumb with parent objects

The parent objects of the document display in the breadcrumb. Clicking the name of a parent object opens that parent object.

For more information, see Breadcrumbs overview.

Object icon

The blue Document icon displays to the left of the document name.

Name of the document

You can edit the document name in the header.

Name of the object type

The text "DOCUMENT" displays above the document name in the header.

The actions area of the document

Next to the name of the document, the actions area displays.

The approval Decision area

The Decisions area displays in the upper-right corner of the Document header.This area differs based on the approval phase and whether you are an approver, reviewer, or neither.

• If you are an approver, you can use the following icons to manage the approvals for the document:

  Approve

  Recall

  Reject

  For more information on approval decisions, see Approving work.

• If you are a reviewer, you can click the Complete my review button to indicate that you have reviewed the document.

  For more information on reviewing a document, see Review a document.

• Otherwise, this area shows the current review and approval status for the document.

Header Information

Notes

Object icon

The blue Company icon displays to the left of the company name.

Name of the company

You can edit the name of the company in the header.

Name of the object type

The text "COMPANY" displays above the company name in the header.

The More menu of the company

Next to the name of the company, the More menu displays, which allows you to select the following options:

• Edit

• Delete Company

Header Information

Notes

Back to plans

Clicking this link takes you to the Plans list.

Object icon

The blue Plan icon displays to the left of the plan name.

Name of the plan

You can edit the plan name in the header.

Name of the object type

The text "PLAN" displays above the plan name in the header.

The actions area of the plan

Next to the name of the plan, the actions area displays.

Additional plan actions

Below the plan name and actions area, you can complete the following actions:

• Show conflicts: Clicking this toggle shows or hides conflicts in the initiatives.

• Compare scenarios: Clicking this link shows you a side-by-side comparison of the scenarios you have created.

• Scenario selection: In this drop-down menu, you can copy a scenario or select to view a different scenario.

Job role information

In the Job Role box, you can see how many job roles are available for the plan compared to how many are required. Clicking the box allows you to adjust the available job roles.

Financial information

In the Financial box, you can see the budget, cost, and utilization percentage for the plan. Clicking the box allows you to adjust the budget amount and determine if people costs are included in the plan.

Net Value

In the Net Value box, you can see the net value of the plan based on the budget and costs you have entered for the plan.

Shared with information

The users that have access to view or manage the plan display in the upper-right corner of the header. Hovering over their profile pictures displays their names.

Go to Publish

When you click Go to Publish, you can create or update a project linked to an initiative in the scenario you are viewing.

Header Information

Notes

Object icon

The purple Goal icon displays to the left of the goal name.

Name of the goal

You can edit the goal name in the header.

Name of the object type

The text "GOAL" displays above the goal name in the header.

The More menu of the goal

Next to the name of the goal, the More menu displays.

You can perform the following actions from the More menu of a goal:

• Edit
• Copy goal
• Delete goal
• Share
• Activate or Deactivate
• Close or Reopen

Progress

The percentage of the progress goal, indicating how much of the goal has been completed. You cannot update the goal progress. Workfront calculates it based on the progress of each progress indicator on the goal.

Owner

This is the owner of the goal. You can manually update the goal owner. Users, teams, grooups, or your organization can be goal owners.

Period

The time frame during which the goal must be completed.

Condition

The goal condition indicates whether the goal is on target to complete on time, or it's lagging behind

Status

Indicates whether the goal is active, new, or closed. You cannot manually update the goal Status. For more information, see Goal Status overview in Adobe Workfront Goals