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Edit programs

Last update: Fri Oct 03 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can edit information on programs that you have created, or that other users have created if they shared them with you.

You can edit a program in the program page or you can edit one or multiple programs in bulk in a list.

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:

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Adobe Workfront plan Any
Adobe Workfront license*

Standard

Plan
Access level Edit access to Programs
Object permissions Manage permissions to a program

*For information, see Access requirements in Workfront documentation.

Edit programs

  1. Go to the Main Menu.

  2. Click Programs, then click the name of a program to open it.

    note tip
    TIP
    You can access a program from the portfolio that it is associated with by going to the portfolio first, then clicking Programs in the left panel. For more information, see Create a program.

  3. (Optional) To edit limited information about the program, click Program Details in the left panel.

    note tip
    TIP
    If you want to edit all information about the program, go to step 4.

    Program details with custom form section

    note note
    NOTE
    Depending on how your Workfront administrator or Group administrator modified your Layout Template, the fields in the Program Details area might be rearranged or not display. For information, see Customize the Details view using a layout template.

    To edit information in the Details section, do the following:

    1. (Optional) Click the Collapse All icon in the upper-right corner to collapse all areas.

    2. (Optional and conditional) When an area is collapsed, click the right-pointing arrow Right pointing arrow next to each area to expand the area you want to edit.

    3. For information about the fields visible in the Program Details section, continue with editing the program in the Edit Program box as described below.

    4. (Optional) If there are no custom forms attached to the program, start typing the name of a form in the Add custom form field, select it when it displays in the list, then click  Save Changes.

    5. (Optional) Click the Export icon Export icon to export the Overview and custom forms information to a PDF file, then click Export. Select from the following:

      • Select all (displays only when there is at least one custom form attached)
      • Overview
      • The name of one or multiple custom forms

      The PDF file downloads to your computer.

      Export portfolio details

      For more information, see Export custom forms and object details.

  4. To edit all information about one or more programs do one of the following:

    • Click the More menu More menu next to the program name, then Edit.

    • Go to a list of programs and select one or more program that you want to edit, then click the Edit icon Edit icon at the top of the list.

      The Edit Program box displays.

      Edit program box

      All program fields are available in the Edit Program box and are grouped by the areas listed in the left panel.

  5. Consider specifying information in any of the following sections:

Overview overview

  1. Begin editing a program as described above.

  2. Click Overview and specify the following fields:

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    Name

    Update the name of the program.

    TIP

    This is not available when you selected more than one program.
    Description Type a description for the portfolio to indicate what is unique about it.
    Program Manager

    Start typing the name of a user that you want to indicate as the program manager, then select it when it appears in the list. This is the person who can oversee the work defined in the projects of the program.

    IMPORTANT

    When you designate someone as the Program Manager, they automatically gain Manage permissions to the program and the projects in the program.

    TIP

    You can quickly update the program manager in the program header.
    Group

    Add the name of a single group if the group is associated with the program or has responsibility for completing it.

    TIP

    When accessing the Group field from the Program Details page, do the following to make sure you are selecting the right group:

    Hover over the group name and click the information icon next to it. This displays a tooltip listing information about the group, such as the hierarchy of groups above it and its administrators.

    This option is not available in the Edit Program box.

  3. Click Save, or continue editing the following sections.

Custom Forms

  1. Begin editing the program as described above.

  2. Click the Add Forms drop-down menu to select a custom forms and add it to the program.

    You must create program custom forms before they are available to add.

    note note
    NOTE
    Depending on how your Workfront administrator set the permissions for the sections in your custom form, not everyone can view or edit the same fields on a given custom form. The permissions to edit fields within a section of a custom form depend on the permissions you have on the program itself. For information about setting permissions on sections of a custom form, see Create a custom form.

  3. Update any fields in the custom forms, then click Save, or continue with the following section.

Comment comment

  1. Begin editing a program as described above.

  2. Click Comment.

    Comment box in Edit Program box

  3. Add a comment in the Add an update to each program field.

  4. (Optional) Click the People icon to add a user or a team to the comment.

  5. (Optional) Select Private to my company to lock the comment and make it private to only users in your company.

    note tip
    TIP
    The Private to my company setting is only available only when your Workfront profile is associated with a company.

    After you save your changes, the comment you add displays in the program’s Updates tab and sends an email to the users included in it.

  6. Click Save

Edit programs in bulk

When you edit programs in bulk, all the information you update applies to all the programs selected, overriding the original information of each program.

  1. Go to a list of programs and select several programs.

  2. Click the Edit icon Edit icon at the top of the list.

    The Edit Programs box opens.

  3. Update information in the following sections:

    • Overview
    • Custom Forms
    • Comment

    For more information, see the section Edit programs in this article, starting with Step 4.

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