Prioritize projects in the Resource Planner
Last update: February 12, 2025
- Topics:
- Resource Management
CREATED FOR:
- User
Projects are listed in order of priority in the Resource Planner with the most important project at the top.
Access requirements
Expand to view access requirements for the functionality in this article.
You must have the following access to perform the steps in this article:
| Adobe Workfront plan |
New: Any or Current: Pro or higher |
| Adobe Workfront license |
New: Standard or Current: Plan |
| Access level configurations |
Edit access to Resource Management that includes access to Edit priorities and budget hours in the Resource Planner Edit access to Financial Data, Projects, and Users |
| Object permissions | Manage permissions to the projects you want to budget information for with ability to Manage Finances |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Default order of projects in the Resource Planner
By default, the projects are listed in the Project View of the Resource Planner by taking into consideration the criteria below.
IMPORTANTProjects are listed according to the three criteria below only the first time you open the Resource Planner. However, this default priority automatically becomes your custom priority and cannot be reverted to the original priority any time you do one of the following:
- When you click Save at any time.
- When you manually change the project planning priority. For information about changing the project planning priority manually, see the section Manually change the Project Planning Priority in this article.
After the project priority becomes your custom priority, any changes in the project information no longer affect the ordering of the projects using these criteria. After this, you can prioritize projects only manually.
The original default criteria for listing the projects in the Project View are as follows, in this order:
-
By the Alignment Score on the project.
For more information about the Alignment Score of the project, see Apply a scorecard to a project and generate an Alignment Score . -
By the Planned Start Date of the project (if the Alignment field is null or is the same for several projects).
-
Alphabetically (if the Alignment field is null or is the same, and the Planned Start date is the same for several projects).
Consider the following when working with project priorities in the Resource Planner:
- You can manually customize the project priority only when you apply the Project View. This also changes the order of the projects in the Resource Planner.
- When you apply the Role or User Views in the Resource Planner, the projects appear in the same order of priority established in the Project View.
- The order of the projects in the Resource Planner is unique to you. Other users can view the same projects in the Resource Planner, but in a different order. You cannot report on the Project Planning Priority field. This is visible just in the Resource Planner and it serves as a flag for prioritizing your projects.
Projects associated with a portfolio might have a portfolio-level priority. You can enable viewing the portfolio priority of a project in the Resource Planner, in addition to the Resource Planner priority. You can also order the projects according to their portfolio priority.
Manually change the Project Planning Priority
You must have Edit access to Resource Management and Manage permissions to projects, to reorder projects in the Resource Planner.
By giving projects a new priority, you can rank them in order of importance.
To edit the Project Planning Priority:
-
Go to the Resource Planner.
-
Click inside the field to the left of the project name which contains a number, and enter a number to change Planning Priority, then press Enter.
Or
Hover over the name of the project and click the indicator to the left of the project name, and drag it and drop it in the correct spot, to change the priority.
When you select numbers to prioritize projects, select lower numbers for higher (more important) priorities, and higher numbers for lower (less important) priorities. When you change the priority number of a project to a lower number (higher priority), all other projects in the Resource Planner shift down on the list (become less important).
When you change the priority number of a project to a higher number (lower priority), all other projects in the Resource Planner shift up on the list (become more important). -
Click Save.
The order of the projects changes according to your selections and this becomes your custom project priority in the Resource Planner. Other users cannot see your order of priority for the projects in the Resource Planner, although they might be able to view the same projects in their Resource Planners.
Order projects according to their Portfolio Priority in the Resource Planner
IMPORTANTYour company must have a Business or higher Workfront plan to prioritize projects in the Portfolio Optimizer.
For more information on the Workfront plans, see Our Plans.
For information about prioritizing projects in the Portfolio Optimizer, see Prioritize projects in the Portfolio Optimizer.
-
Open the Resource Planner in the Project View.
-
Click the Settings icon.
-
Enable the Display Portfolio Priorities setting to display the project priorities according to the Portfolio they are assigned to. The priority of the projects according to their portfolios displays next to the Resource Planner priority. This setting is disabled by default.
The portfolio priorities of the projects display only in the Project view of the Resource Planner.
-
Click Order to order the projects according to the portfolio priorities.
If you have projects that belong to more than one portfolio, you could see multiple projects with the same portfolio priority in the Resource Planner. In this case, the projects with the same portfolio priority are listed by the following criteria, in this order:
- Alignment Score
- Planned Start Date
- Project Name
-
Click Save.
The effect of changing the Project Planning Priority on User Available Hours
The Project Planning Priority affects the Available Hours of users. The users associated with the project with the highest priority show their fullest availability for the Available Hours (AVL) column for this project, according to their schedules.
The same users associated with the second project in order of priority will show an Available Hours value which is the difference between their full amount of Available Hours and what has already been budgeted for the first project in the Budgeted Hours column, and so on. For information about budgeting resources in the Resource Planner, see Budget resources in the Resource Planner using the Project and Role views.
If no hours have been budgeted for the first project (in order of priority) for a user, but hours have been budgeted for the second project for the same user, the user will show the full amount of available hours for both projects.
We recommend updating the Budgeted Hours column for your users in the order of the projects in the Resource Planner, to ensure that you can accurately see the Available Hours for the user at all times.
NOTEBecause the Project Planning Priority is unique to every resource manager, your second priority project might be a first priority project for another user viewing the same projects in their Resource Planner. If another resource manager budgets a resource for their first project, the Available Hours will decrease for that resource for your first project based on that change.
The user who budgets the hours first allocates that resource and reduces the number of Available Hours for that resource across the system. The amount of Available Hours should update for all the users as soon as the Budgeted Hours are saved for a resource in the Resource Planner.
For more information about Available Hours, see Availability and allocation of resources.
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- Create projects
- Update work on a project
- Update work on a project: article index
- Apply statuses to work that is associated with a group
- Update task status
- Update issue status
- View and update Percent Complete for tasks
- Commit Date overview
- Update Commit Dates on tasks and issues
- Interactions between the Commit Date and the Planned Completion Date
- Update Condition for tasks and issues
- Update Condition for a project
- Manage projects
- Manage projects: article index
- Edit projects
- Copy a project
- Save a project as a template
- Delete projects
- Recover a deleted project
- Export a project to Microsoft Project
- Map Microsoft Project fields to Adobe Workfront projects
- Recalculate project timelines
- Change the status of a project
- Select the project Update Type
- Require time to be approved for a project
- Manage information in the project Overview area
- Overview of Project Condition and Condition Type
- Set the Condition Type of a project
- Remove users from projects
- Schedule resources for a project
- Communicate with Project Team members
- Manage a project in the Agile View
- Overview of project metrics
- Project limits overview
- Summarize updates with AI Assistant
- Create and manage project templates
- Create and manage project templates: article index
- Project template overview
- Create a project template
- Create project templates from examples
- Browse the blueprints catalog and request installation of blueprints
- Copy a project template
- Attach a template to a project
- Copy and move template tasks
- Edit project templates
- Edit a template task
- Create template from project
- Share project templates
- Delete project templates
- Remove template information from a project
- Overview of Start and Completion Days in a template
- Overview of attaching a template to a project
- Define a Business Case
- Define a Business Case: article index
- Overview of the Areas of the Business Case
- Create a Business Case for a project
- Approve a Business Case
- Overview of Business Case financial fields
- Create Business Case goals
- Budget resources in the Business Case
- Budget resources in the Business Case using the Resource Planner
- Budget resources in the Business Case using the Scenario Planner
- Apply a scorecard to a project and generate an Alignment Score
- Attach a Custom Form to a Business Case
- Create and edit risks on projects
- Export the Business Case of a project
- Project finances
- Project finances: article index
- Project finances fields
- Recalculate project finances
- Project finances included in project baselines
- Manage information in the project Finance area
- Change the project currency
- Track costs
- Manage project expenses
- Overview of Billing and Revenue
- Create billing records
- Override Project-Level Billing Rates with Company-Level Billing Rates
- Overview of overriding Job Role Billing Rates and calculating Revenue on a project
- Override Job Role Billing Rates at the project level
- Attach a rate card to a project
- Overview of project Planned Benefit
- Set the Performance Index Method (PIM)
- Calculate Return On Investment (ROI)
- Calculate Schedule Performance Index (SPI)
- Calculate Estimate At Completion (EAC)
- Calculate Potential Risk Cost
- Calculate Net Value
- Calculate Cost Schedule Performance Index (CSI)
- Calculate Cost Performance Index (CPI)
- Calculate Budgeted Cost
- Calculate Budgeted Cost of Work Performed (BCWP)
- Calculate Budgeted Cost of Work Scheduled (BCWS)
- Understand Budgeted Labor Cost and Budgeted Hours for projects
- Calculate Planned Labor Cost
- Tips, tricks, and troubleshooting for projects
- Tasks
- Tasks: article index
- Task information
- Task information
- Tasks overview
- View Actual Hours
- Task Tracking Mode overview
- Update Task Priority
- Project Percent Complete overview
- Planned Hours overview
- Work Effort overview
- Task Progress Status overview
- Overview of the task Planned Start Date
- Overview of the task Planned Completion Date
- Task Handoff Date overview
- Task Slack Date overview
- “Can Start” overview for tasks
- Set Tracking Mode for tasks
- Update task Leveling Delay
- Update task Cost Type
- Overview of Projected and Estimated Dates
- Overview of task Original Duration and Original Planned Hours
- Difference between Planned Duration and Duration for tasks
- Create tasks
- Assign tasks
- Manage tasks
- Manage tasks
- Edit tasks
- Edit tasks in a list
- Overview of saving concurrent changes within a task list
- Manage task information in the Task Details Overview area
- Manage task finances in the Task Details section
- Copy and duplicate tasks
- Move tasks
- Delete tasks
- Recurring tasks overview
- Overview of the project Critical Path
- Associate milestones with tasks
- Convert a task to a project
- Task Constraints
- Task Constraints: article index
- Task Constraint overview
- Task Constraint overview: Start No Later Than
- Task Constraint overview: Start No Earlier Than
- Task Constraint overview: Must Start On
- Task Constraint overview: Must Finish On
- Task Constraint overview: Latest Available Time
- Task Constraint overview: Fixed Dates
- Task Constraint overview: Finish No Later Than
- Task Constraint overview: Finish No Earlier Than
- Task Constraint overview: Earliest Available Time
- Task Constraint overview: As Soon As Possible
- Task Constraint overview: As Late As Possible
- Update the Task Constraint of a task
- Task Duration and Duration Types
- Task Duration and Duration Types: article index
- Overview of Task Duration and Duration Type
- Duration Type overview: Calculated Assignment
- Duration Type overview: Effort Driven
- Duration Type overview: Calculated Work
- Duration Type overview: Simple
- Update the Duration Type of a task
- Update the Planned Hours and Duration of a task with a Simple Duration Type
- Duration Types in Adobe Workfront and Microsoft Project
- Use task predecessors
- Use task predecessors
- Overview of task predecessors
- Create a predecessor relationship on the task list
- Create a predecessor relationship using the Predecessors area
- Create predecessor relationships by chaining tasks
- Create cross-project predecessors
- Overview of task dependency types
- Enforce predecessors
- Lag Types overview
- Task dependency loop overview
- Tips, tricks, and troubleshooting for tasks
- Issues
- Issues
- Convert issues
- Convert issues
- Overview of converting issues in Adobe Workfront
- Convert an issue to a project in Adobe Workfront
- Convert an issue to a task in Adobe Workfront
- Overview of Resolving and Resolvable Objects
- Unlink issues from their Resolving Objects
- Manually tie the resolution of an issue to other issues, tasks, or projects
- Issue information
- Manage issues
- The Gantt Chart
- Portfolio Management
- Requests
- Delegate work
- Teams and groups
- Reporting
- Reports and Dashboards: article index
- Canvas Dashboards
- Reports
- Reports
- Reporting basics
- Reporting elements
- Reporting elements overview
- Reporting elements: filters, views, and groupings
- Filters overview
- Create or edit filters in Adobe Workfront
- Filter and condition modifiers
- Views overview in Adobe Workfront
- Create or edit views in Adobe Workfront
- Use conditional formatting in views
- Groupings overview in Adobe Workfront
- Create groupings in Adobe Workfront
- Edit existing groupings
- Wildcard filter variables overview
- Use date-based wildcards to generalize reports
- Use user-based wildcards to generalize reports
- Share a filter, view, or grouping
- Remove filters, views, and groupings
- Use the Milestone view
- Modify column width and order
- Use built-in reports
- Create and manage reports
- Create and manage reports
- Create a report
- Create a custom report
- Run a report
- Create a matrix report
- Create a copy of a report
- Filter reports by time frames
- Add a prompt to a report
- Add a chart to a report
- Report delivery overview
- Schedule an automatic report delivery
- Share a report in Adobe Workfront
- Run and deliver a report with the access rights of another user
- Send a report in the Preview Sandbox environment
- Reference a custom form in a report
- Export data
- Create financial data reports with unique exchange rates
- Edit report settings
- Change the owner of a report
- Report on the Updates area with a Journal Entry report
- Create a User Delegation report
- Calculated custom data in reports
- Calculated custom data in reports
- Overview of calculated data expressions
- Calculated custom fields vs. calculated columns
- Condition operators in calculated custom expressions
- “IF” statements overview
- Calculated custom field example: display the manager of an issue’s creator on the issue custom form
- Calculated custom field example: display a Status timestamp in a Custom Form
- Calculated custom field example: display a field’s edit history
- Custom View, Filter, and Grouping samples
- Custom view, filter, and grouping samples: article index
- Reports or lists: display users associated with an object
- Filter: display incomplete cross-project predecessors
- Filter: personal tasks
- Filter: display incomplete cross-project successors
- Filter: display your current projects pending approval
- Filter: display only items in an approval status
- Filter: eliminate items in a list by comparing two fields
- Filter: display parent tasks
- Filter: Proof Approval report to omit previous proof versions
- Filter: create multiple filter rules that reference the same field (“AND” statements)
- Filter: display reports scheduled for delivery
- Filter: display items by same-name statuses when the statuses are associated with different groups
- Group a report by a multi-select custom field
- Grouping: 4-level task grouping for Portfolio Owner, Program Owner, Project Owner, and Project Status
- Grouping: add a fourth grouping to a list
- Grouping: organize list results by a calculated value common to all objects in the grouping
- Grouping: display the result of aggregating multiple calculated values in a grouping
- Grouping: indicate whether the results of a grouping should be collapsed or expanded using text mode
- Grouping: project percent breakdown 1
- Grouping: project percent breakdown 2
- Grouping: projects by Entry Date
- Grouping: Project Sponsor for hours
- Grouping: Project Sponsor for a task list
- Grouping: edit the display name in a grouping
- Grouping: Home Group of Project Owner in a list of hours
- Grouping: task percent breakdown 1
- Grouping: task percent breakdown 2
- Grouping: tasks by portfolio, program, and project
- Report: Budgeted Hour
- Report: combined task and issue View and Grouping
- View: show name of parent tasks as all caps
- View: Actual Hours over Planned Hours in the same column of a task View
- View: assigned user’s Company and Home Group
- View: baseline variance for Duration and Planned Work in a task View
- View: calculate overtime cost in a Timesheet View
- View: calculate time and date differences
- View: display the result of a calculation between two fields in a column
- View: add a list of task successors in a column
- View and grouping: display project Actual Duration aggregated by the average in a grouping
- View: combined task and issue details in an Hour list
- View: display an image instead of a string in a column
- View: display objects that are not included in the standard interface
- View: display original issue information on task or project lists
- View: display Program and Portfolio information in a task view
- View: display task indentations in a task list
- View: display the parent-child relationship in a task by indenting the tasks
- View: document report with link to a proof
- View: permanently edit the width of a column
- View: expanded user details
- View: hide the content of a column
- View: hours with parent task information
- View: issues with approval information
- View: issues with the company name of the originator
- View: issues with resolving object details
- View: merge information from multiple columns in one shared column
- View: multi-row project View
- View: originating issue details for tasks and projects
- View: Planned Hours vs. Actual Hours per assignment in a task view
- View: predecessor details
- View: project with all project team users and roles
- View: list of project users with job roles
- View: remove link to an object in a column
- View: reporting elements used in reports
- View: Resolvable Objects in a task or project report
- View: show parent tasks up to 4 levels deep
- View: submission path for issues
- View: task with All Dates variance
- View: tasks impacted by schedule exceptions
- View: external URL using custom data field
- View: user Job Role percentage of FTE availability
- View: user personal time off
- Chart a report by a multi-select custom field
- Text Mode resources
- Text Mode resources: article index
- Text Mode overview
- Overview of common uses for Text Mode
- Text mode syntax overview
- Edit a view using text mode
- Edit a filter using text mode
- Edit a grouping using text mode
- Use conditional formatting in Text Mode
- Format dates in text mode reports
- Format numbers, currency and percentage values in text mode reports
- Compare fields in conditional formatting
- Reference collections in a report
- Create “OR” statements in text mode filters
- Create complex Text Mode filters using EXISTS statements
- Report usage overview
- Calendars
- Calendars: article index
- Calendar reports overview
- Use custom date fields in a calendar report
- Use Planned Dates in a calendar report
- Use Projected Dates in a calendar report
- View calendar reports and event details
- Share a calendar report
- Edit an existing calendar report
- Delete a calendar report
- Copy a calendar report
- Add ad hoc events to a calendar report
- Tips, tricks, and troubleshooting for reports
- Tips, tricks, and troubleshooting for reports
- Reports FAQs
- Error message on calendar: “This calendar has the view rights of a deactivated user.”
- Error message when running a report: “You are not currently logged in.”
- Inline editing dates shifts calendar display outside of box
- Data from shared columns not displayed in dashboard reports
- Dashboards
- Dashboards
- Understand dashboards
- Create and manage dashboards
- Create and manage dashboards
- Create a dashboard
- Add a report to a dashboard
- Copy a dashboard
- Delete a dashboard
- Edit a dashboard
- Embed an external web page in a dashboard
- Embed a request queue in a dashboard
- Export a dashboard
- Print a dashboard
- Share a dashboard
- Remove an External Page from a dashboard
- Enhanced analytics
- Enhanced analytics
- Enhanced analytics overview
- Apply filters in Enhanced analytics
- Understand Enhanced analytics KPIs
- View the Flight plan visualization in Enhanced analytics
- View the Burndown visualization in Enhanced analytics
- View the Tasks in flight visualization in Enhanced analytics
- View the Project activity visualization in Enhanced analytics
- View the Project treemap visualization in Enhanced analytics
- View the Activity by team visualization in Enhanced analytics
- Workfront Data Connect
- Manage resources
- Manage resources
- Resource Management
- Resource Planning in Adobe Workfront
- Resource Planning: article index
- Resource Pools
- Get started with Resource Planning
- Access needed to budget resources in Workfront
- Resource Planner overview
- Locate the Resource Planner
- Resource Planner navigation overview
- Review resource availability and allocation using the Adobe Workfront Resource Planner
- Overview of hours, FTE, and cost information in the Project and Role views of the Resource Planner
- Budget resources in the Resource Planner using the Project and Role views
- Adjust budgeting dates in the Resource Planner
- View Available, Planned, and Actual Hours or FTE in the Resource Planner when using the User view
- Overview of calculating hours and FTE for users and roles in the Resource Planner
- Calculate costs in the Resource Planner
- Prioritize projects in the Resource Planner
- Share the Resource Planner user view with a link
- Filter information in the Resource Planner
- Export information from the Resource Planner
- Report on Resource Planner Budgeted Hours
- Resource Planner display limitations
- Resource Utilization
- The Workload Balancer
- The Workload Balancer: article index
- Workload Balancer overview
- Access needed to manage resources in the Workload Balancer
- Locate the Workload Balancer
- Overview of assigning work in the Workload Balancer
- Unassign work in the Workload Balancer
- Filter information in the Workload Balancer
- Assign work in bulk using the Workload Balancer
- Assign work in the Workload Balancer by dragging and dropping
- Assign work manually using the Workload Balancer
- Manage user allocations in the Workload Balancer
- Navigate the Workload Balancer
- Share the Workload Balancer with a link
- Update work items in the Workload Balancer using the Summary
- Review and approve work
- Review and approve work
- Limited document and proof decision for non-paid users overview
- Work approvals
- Work approvals
- Approval process overview
- Request document approvals
- Approving work
- View approvals
- Remind approvers about submitted approvals
- Add additional approvers to submitted document approvals
- View submitted proof approvals
- Delegate approval request
- Associate a new or existing approval process with work
- Recall submitted approvals
- Asset and document review and approval
- Asset and document review and approval: article index
- Available functionality for asset and document review and approval
- New document approvals overview
- Document decision status overview
- Set up and manage asset and document approvals
- Set up and manage asset and document approvals: article index
- Create a document review or approval request
- Add additional reviewers or approvers to an asset or document
- Remove approvers or reviewers from an asset or document
- Create an Approval Template for assets and documents
- Use new document approvals and proofing together
- Upload a new document version and request an approval
- Create a report dashboard for review and approvals
- Review and approve assets and documents
- Proofing
- Proofing: article index
- Proofing overview
- Proofing overview: article index
- Proof Permission Profile overview
- Proof Roles overview
- Automated Workflow overview
- Automated Workflow Stages overview
- Notifications for proof comments and decisions overview
- Interactive content proofs overview
- Document reprocessing for proofing overview
- Supported proofing file types and size limits overview
- Proof security overview
- Proof progress and status overview
- Differences between the Web Proofing Viewer and the Desktop Proofing Viewer overview
- Create proofs
- Create proofs: article index
- Configure personal proofing defaults
- Create a multi-page proof
- Create an interactive proof for a website or other web content
- Create a proof for interactive content in a ZIP file
- Create a static proof for a website or other web content
- Create a proof for a document
- Create an advanced proof with a Basic workflow
- Create an advanced proof with an Automated workflow
- Manage proofs in Adobe Workfront
- Manage proofs within Adobe Workfront: article index
- Manage proofs
- Manage proof versions
- Manage proof reviewers
- Manage proof notifications
- Manage proof deadlines
- Manage automated proofs
- Manage automated proofs: article index
- View Automated Workflow stages on a proof
- View active stages on a proof
- Create or edit an Automated Workflow for an existing proof
- Edit proof stages and reviewers
- Convert a basic workflow to an Automated Workflow on a proof
- Add stages and users to an Automated Workflow on a proof
- Use the Desktop Proofing Viewer
- Review proofs in Adobe Workfront
- Review proofs within Adobe Workfront: article index
- Review a proof
- Review a proof: article index
- View content in a proof
- Measure an area within a proof
- Change the unit of measurement of the timeline in a video proof
- Control playback in a video proof
- Enable loop in a video proof
- Lock or unlock a proof
- Search content within a proof
- Compare proofs
- Downloading a Proof in the proofing viewer
- Keyboard shortcuts in the proofing viewer
- Set up interactive content proofing in Web Proofing Viewer
- Share a proof from the proofing viewer
- View previous proof versions in the proofing viewer
- Change interactive proof resolution in the proofing viewer
- Configure proofing viewer settings
- Review interactive content with the Adobe Workfront review tool
- Comment on a proof
- Make a decision on a proof
- Tips, tricks, and troubleshooting for proofing in Adobe Workfront
- Tips, tricks, and troubleshooting for Proofing within Adobe Workfront: article index
- List users with a proofing license in Adobe Workfront
- Edit the Proof Permission Profile field in Bulk
- Disable sharing proof via public URL or embed code
- FAQ: proofing within Adobe Workfront - US to EMEA migration
- Document name changed after upload and contains an invalid character
- Proof a PowerPoint with an embedded video
- Tips, tricks, and troubleshooting for approvals
- Timesheets
- Timesheets: article index
- Timesheet details
- Create and manage timesheets
- Create and manage timesheets: article index
- Create, edit, and assign timesheet profiles
- Define hour types and availability
- Create a single-use timesheet
- Edit timesheet information
- Log time
- Submit a timesheet for approval
- Approve a timesheet
- View total hours on the timesheet
- View and manage comments on a timesheet
- Delete timesheet profiles
- Delete timesheets in Adobe Workfront
- Manually generate timesheets
- Export a list of timesheets
- Configure how time is logged
- Tips, tricks, and troubleshooting for timesheets
- Adobe Workfront Scenario Planner
- Adobe Workfront Scenario Planner
- Get started with the Scenario Planner
- The Scenario Planner overview
- Access needed to use the Scenario Planner
- Copy initiatives in the Scenario Planner
- Create and compare plan scenarios in the Scenario Planner
- Create and edit initiatives in the Scenario Planner
- Create and edit plans in the Scenario Planner
- Delete initiatives in the Scenario Planner
- Delete plans in the Scenario Planner
- Import projects to plans in the Scenario Planner
- Initiatives overview in the Scenario Planner
- Plans overview in the Scenario Planner
- Update initiative priorities in the Scenario Planner
- Update or create projects by publishing initiatives in the Scenario Planner
- Overview of reconciling resource allocations between projects and initiatives
- Request access to a plan in the Scenario Planner
- Resolve initiative conflicts in the Scenario Planner
- Share a plan in the Scenario Planner
- Show role allocation for projects and initiatives in the task list
- Show role allocation for projects and initiatives in the Workload Balancer
- Adobe Workfront Goals
- Adobe Workfront Goals
- Adobe Workfront Goals overview
- Goal management in Adobe Workfront Goals
- Goal management in Adobe Workfront Goals
- Get started with Adobe Workfront Goals
- Access and open goals in Adobe Workfront Goals
- Requirements to use Workfront Goals
- Activate goals in Adobe Workfront Goals
- Overview of goal progress and condition in Adobe Workfront Goals
- Close and reopen goals in Adobe Workfront Goals
- Copy goals in Adobe Workfront Goals
- Create goals in Adobe Workfront Goals
- Delete and deactivate goals in Adobe Workfront Goals
- Edit goals in Adobe Workfront Goals
- Filter information in Adobe Workfront Goals
- Goal status overview in Adobe Workfront Goals
- Manage goal comments in Adobe Workfront Goals
- Update goals in the Goal details section in Adobe Workfront Goals
- Review in-trouble goals in Adobe Workfront Goals
- Goal alignment in Adobe Workfront Goals
- Goal alignment in Adobe Workfront Goals
- Align goals by connecting them in Adobe Workfront Goals
- Align goals by converting results and activities to goals
- Goal alignment overview in Adobe Workfront Goals
- Navigate the Goal Alignment section in Adobe Workfront Goals
- Remove goal alignment in Adobe Workfront Goals
- Goal review and the Adobe Workfront Goals sections
- Results and activities in Adobe Workfront Goals
- Results and activities in Adobe Workfront Goals
- Add activities to goals in Adobe Workfront Goals
- Add results to goals in Adobe Workfront Goals
- Add projects to goals in Adobe Workfront Goals
- Edit results and activities in Adobe Workfront Goals
- Get started with results and activities in Adobe Workfront Goals
- Remove progress indicators from goals in Adobe Workfront Goals
- Adobe Workfront Goals settings
- Adobe Workfront Planning
- Adobe Workfront Planning: article index
- Adobe Workfront Planning general information
- Adobe Workfront Planning general information: article index
- Adobe Workfront Planning overview
- Adobe Workfront Planning best practices
- Adobe Workfront Planning API basics
- Adobe Workfront Planning AI Assistant overview
- Adobe Workfront Planning release activity for 2024
- Adobe Workfront Planning release activity for 2023
- Adobe Workfront Planning object limitations overview
- Adobe Workfront Planning architecture
- Architecture: article index
- Workspaces overview
- Create workspaces
- Record types overview
- Create record types
- Connect record types overview
- Connect record types
- Edit record types
- Delete workspaces
- Edit workspaces
- Delete record types
- Example of connecting record types and records
- List of workspace templates
- Adobe Workfront Planning fields
- Adobe Workfront Planning access
- Adobe Workfront Planning records
- Records: article index
- Create records
- Connected records overview
- Connect records
- Edit records
- Delete records
- Restore deleted records
- Share records
- Duplicate records
- Manage record comments
- History section overview
- Add a thumbnail to a record
- Add a cover image to a record
- Manage the record page layout
- Manage records in the Planning section of Adobe Workfront objects
- Export a record’s details
- Create Workfront objects from Workfront Planning as you connect them to records
- Adobe Workfront Planning requests
- Adobe Workfront Planning requests: article index
- Create and manage a request form in Adobe Workfront Planning
- Submit Adobe Workfront Planning requests to create records
- Unpublish a request form in Adobe Workfront Planning
- Add an approval to a request form in Adobe Workfront Planning
- Approve a request in Adobe Workfront Planning
- Adobe Workfront Planning views
- Adobe Workfront Planning notifications
- Adobe Workfront Integrations
- Adobe Workfront integrations
- Adobe Workfront built-in integrations overview
- Adobe Workfront integration methods
- Adobe Workfront for Creative Cloud
- Adobe Workfront for Creative Cloud
- Install the Adobe Workfront plugin for Creative Cloud Applications
- Manage work with the Adobe Workfront plugin for Creative Cloud Applications
- Manage work with the Adobe Workfront plugin for Creative Cloud Applications
- Find your work using the Adobe Workfront plugin
- View work item information using the Adobe Workfront plugin
- Update your work using the Adobe Workfront plugin
- Mark work items complete using the Adobe Workfront plugin
- Log time using the Adobe Workfront plugin
- Manage Adobe Workfront notifications from Adobe Creative Cloud
- Upload documents and proofs with the Adobe Workfront plugin for Creative Cloud Applications
- Upload documents and proofs with the Adobe Workfront plugin for Creative Cloud Applications
- Upload proofs from Photoshop
- Upload documents from Photoshop
- Upload XD artboards as proofs to Workfront
- Upload XD artboards as documents to Workfront
- Upload proofs from InDesign
- Upload documents from InDesign
- Upload proofs from Illustrator
- Upload documents from Illustrator
- Workfront Extension for Illustrator and InDesign
- Adobe Workfront for Jira
- Adobe Workfront for Google Workspace
- Adobe Workfront for Google Workspace
- Install Adobe Workfront for Google Workspace
- Privacy and permissions in Workfront for Google Workspace
- Log in and out of Adobe Workfront for Google Workspace
- Access Adobe Workfront Home content from Google Workspace
- Update a Adobe Workfront object from Google Workspace
- View and manage documents from Google Workspace
- View and manage Adobe Workfront object details from Google Workspace
- View Adobe Workfront object updates from Google Workspace
- Manage Adobe Workfront notification details from Google Workspace
- Reply to a Adobe Workfront update notification from Google Workspace
- Turn Google Workspace emails into Adobe Workfront objects and updates
- Create an Adobe Workfront task in Google Workspace using email content
- Create an Adobe Workfront issue in Google Workspace using email content
- Update an Adobe Workfront item from G Suite using email content
- Adobe Workfront for Outlook
- Adobe Workfront for Outlook
- Set up Adobe Workfront for Outlook
- Permissions levels for Workfront for Outlook
- Reply to a comment from Outlook
- Update an existing object from an Outlook email
- Add an Outlook email to a project as a task or an issue
- Create an Adobe Workfront request from an Outlook email
- Add an Outlook email as a task to your work list
- View additional information about Adobe Workfront for Outlook and log out
- Enable Outlook for Office for use with Adobe Workfront and SAML 2.0
- Adobe Workfront for Microsoft Teams
- Adobe Workfront for Microsoft Teams: article index
- Adobe Workfronts for Microsoft Teams Overview
- Install Adobe Workfront for Microsoft Teams
- Access Adobe Workfront from Microsoft Teams
- Search for and share Adobe Workfront items in Microsoft Teams
- Create Adobe Workfront tasks from Microsoft Teams
- Submit Adobe Workfront requests from Microsoft Teams
- Manage Adobe Workfront notifications in Microsoft Teams
- Adobe Workfront for Salesforce
- Adobe Workfront for Slack
- Adobe Workfront for Slack
- Configure Adobe Workfront for Slack
- Access your favorites and recent items from Slack
- Manage your work and approvals from Slack
- Create tasks and issues from Slack
- Search for Adobe Workfront items from Slack
- Access Adobe Workfront objects from a shared link in Slack
- Access Adobe Workfront from Slack
- Post a Slack comment as an update
- Receive Adobe Workfront notifications in Slack
- Adobe Workfront with Anaplan
- Adobe Workfront with Anaplan
- Adobe Workfront with Anaplan Integration FAQs
- Send Adobe Workfront project updates to an Anaplan list item
- Send Adobe Workfront expenses to an Anaplan list item
- Send Adobe Workfront actual hours updates to an an Anaplan list item
- Create an Anaplan list item from an Adobe Workfront budget request
- Apply an Anaplan budget allocation to an Adobe Workfront project
- Create an Anaplan list item from an Adobe Workfront campaign request
- Apply an Anaplan budget allocation to an Adobe Workfront campaign request or campaign project
- Workfront Proof
- Workfront Proof: article index
- Get started with Workfront Proof
- Work with proofs and files in Workfront Proof
- Work with proofs and files in Workfront Proof
- Automated Workflow in Workfront Proof
- Basic features in Workfront Proof
- Create proofs and files
- Manage your work
- Manage your work
- Manage Files in Workfront Proof
- Manage Items on the Views Page in Workfront Proof
- Managing Proof Versions in Workfront Proof
- Configure Proof Settings in Workfront Proof
- Create and Manage Custom Views in Workfront Proof Proof
- Download Files Stored in Workfront Proof
- Manage Proof Details in Workfront Proof
- View the Progress and Status of a Proof in Workfront Proof
- Understand Proof State in Workfront Proof
- Delete a Proof in Workfront Proof
- Restore and Empty the Trash in Workfront Proof
- Run Reports in Workfront Proof
- Organize your work
- Organize your work
- Folders in Workfront Proof
- Create Folders in Workfront Proof
- Manage Folders in Workfront Proof
- Manage Folders and their Contents in Workfront Proof
- Share Folders in Workfront Proof
- Understand Folder Permissions in Workfront Proof
- Create and Manage Tags in Workfront Proof
- Archive in Workfront Proof
- Back Up Your Workfront Proof Data
- Print and Export Comments in Workfront Proof
- Review proofs in the Desktop Proofing Viewer
- Review proofs in the Web Proofing Viewer
- Review proofs in the Web Proofing Viewer
- Opening a Proof in Workfront Proof
- Review a Workflow in the proofing viewer
- Review a proof simultaneously with multiple reviewers
- View activity on a proof in the proofing viewer
- Work with multiple proofs in the proofing viewer
- Compare proofs in the proofing viewer
- View previous proof versions in the Web Proofing Viewer
- Downloading a Proof in the proofing viewer
- Keyboard shortcuts in the Workfront Proof proofing viewer
- Legacy proofing viewer Removed
- Share proofs and files
- Share proofs and files
- Share a Proof in Workfront Proof
- Share proof links in Workfront Proof
- Share the Public URL in Workfront Proof
- Share Files in Workfront Proof
- Access a proof shared with you
- Subscribe to a Proof in Workfront Proof
- Create a Mini proof in Workfront Proof
- Embed a Mini proof
- Manage Proof Roles in Workfront Proof
- Workfront Proof account administration
- Workfront Proof account administration
- Account settings in Workfront Proof
- Account settings in Workfront Proof
- Manage Workfront Proof users
- Configure a user’s Proof Permission Profile in Workfront Proof
- Configure custom profiles in Workfront Proof
- Configure Single Sign-On for Workfront Proof users
- Single Sign-On in Workfront Proof: AD FS configuration
- Proof Permissions Profiles in Workfront Proof
- Configure approval decision options in Workfront Proof
- Create and manage custom fields in Workfront Proof
- Configure the dropzone in Workfront Proof
- Account setup for integrations in Workfront Proof
- View authentication logs in Workfront Proof
- View and edit your organization’s Workfront Proof account details
- View your organization’s Workfront Proof administrator account history
- Check your Workfront Proof storage
- Request a new data backup in Workfront Proof
- Branding Workfront Proof
- Manage security
- Partner accounts in Workfront Proof
- Satellite accounts in Workfront Proof
- Tips, tricks, and troubleshooting for Workfront Proof account administration
- Workfront Proof Billing Settings
- Proof notifications and reminders
- Email alerts
- Managing users and contacts in Workfront Proof
- Workfront Proof tech corner
- Workfront Proof integrations
- Adobe Workfront API
- Workfront API
- API Notes
- API Notes
- Uploading files via the API
- Ending support for JSONP
- Get user available time
- Update integrations that use default API versioning
- Filter event subscription messages
- Event subscription resource fields
- Event subscription certificates
- Specify an API Version in your integrations
- Core API changes: Status search responses
- API versioning and support schedule
- Escaped characters in API Responses
- Configure and use your organization’s custom OAuth 2 applications using authorization code flow
- Configure and use your organization’s custom OAuth 2 applications using JWT flow
- Configure and use your organization’s custom OAuth 2 applications using PKCE flow
- Deprecation of API-Internal
- What’s new in API version 19
- What’s new in API version 18
- What’s new in API version 17
- What’s new in API version 16
- What’s new in API version 15
- What’s new in API version 14
- What’s new in API version 13
- What’s new in API version 12
- What’s new in API version 11
- What’s New in API Version 10
- What’s New in API Version 9
- What’s New in API Version 9 (continued)
- Updates to API Version 9
- What’s New in API Version 8
- Updates to API Version 8
- What’s New in API Version 7
- What’s New in API Version 6
- API General Information
- Event Subscriptions
- Document Webhooks API
- Document Webhooks API articles
- Webhooks Overview
- Register a Webhook Integration
- Authentication for Document Webhooks
- Get OAuth2 Tokens
- Get metadata for a file or folder
- Get item list of folder contents
- Search via Document Webhooks
- Get document content via Webhooks
- Get a thumbnail for a document
- File upload via Document Webhooks
- Create a Folder with Document Webhooks
- Delete a document or folder (Not yet implemented)
- Get information about the service (not yet implemented)
- Rename a document or folder (not yet implemented)
- Perform a custom action (not yet implemented)
- Document Webhooks API
- Test Webhook connections
- Document Webhooks Error Handling
- Workfront Object Descriptions
- Tips, tricks, and troubleshooting for Adobe Workfront API
- Tips, tricks, and troubleshooting for Adobe Workfront API
- Domain format for Adobe Workfront API calls
- API Error: “The remote server returned an error: (400) Bad Request”
- Duplicates returned during a large paginated search
- Sorting query results in the API
- Update to emailAddr does not update the username
- Add advanced proofing options when creating a proof through the Adobe Workfront API
- Options configuration for OPTASK copyIssue
- Retrieve currency information for a project when currency is null (not assigned)
- Using the API to add a linked folder is not supported
- Document moveToFolder action does not work
- ProofHQ API
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