Create a project

Projects represent a large amount of work that needs to be done in Adobe Workfront.

Access requirements

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

Standard

Plan

Access level configurations Edit access to Projects
Object permissions When you create a project, you automatically receive Manage permissions to the project.

For more information, see Access requirements in Workfront documentation.

Ways to create projects

You can create a project in Workfront using one of the following methods:

Prerequisites

Before you begin, you must ensure that:

  • Your system or group administrator enabled the “Allow users to create projects without using a template” preference in the Setup area.

    For more information, see Configure system-wide project preferences.

New project default settings

When you create a project, Workfront applies a set of default settings to it. For example, the Status, Group, and Schedule Mode are preset when you create a project.

Consider the following:

  • As a Workfront administrator or a group administrator, you can configure the default settings for a new project when configuring Project Preferences for your entire Workfront instance or for a group.

  • Workfront applies the settings of the group, if there are any, before it applies those set by the Workfront administrator.

  • The default status of a new project corresponds with the status defined by your Workfront administrator in the main Project Preferences area or by a group administrator (or Workfront administrator) in the Project Preferences area for a group.

    note
    NOTE
    We recommend that the default status for a new project is Planning. As you are making changes to the new project, this ensures that notifications are not sent to the users assigned to the project.
    For more information about setting up the default status and other default settings for a new project, see Configure system-wide project preferences or Configure project preferences for a group.
  • The following scenarios exist for how Workfront defines the Group and Status of a new project:

    • If you create a project from scratch, the Group of the project is your Home Group.

      The Status of the project is the default status in the Project Preferences of your Home Group, if there is one, or of your Workfront instance. You can change the default status when creating the project to any status available for the Group of the project.

    • If you create a project using a template, the settings from the template take precedence over the settings established by the Workfront or group administrator.

      The Group of the new project is the Group of the template. If the template is not associated with a Group, then the Group of the project is the Home Group of the user who creates the project.

      The default status of a new project created from a template corresponds with the status defined by your Workfront administrator in the main Project Preferences area or by a group administrator (or Workfront administrator) in the Project Preferences area for the group. You can change the default status when creating a project from a template, to any of the statuses of the Group of the project which is either the Group of the template, or the Home Group of the user who creates the project.

    • If you create a project by converting an issue, the group of a new project is the Group of the issue’s existing project. If the user converting the issue does not have access to the issue’s project or if the issue’s project does not have a Group, the Group of the new project is the Home Group of the user converting the issue.

      The new project’s statuses match the group statuses of the group associated with the project, which is either the Group of the original project or the Home Group of the user converting the issue.

      If you are using a template when you’re creating the project by converting the issue, refer to the second scenario above to understand which Group and which Status Workfront applies to the new project.

  • Where documents are stored for a project and for its children objects (tasks and issues) depends on what your Workfront administrator chooses as the default for Storage Preferences in the System Preferences area of Setup. Depending on where you store documents in your Workfront instance, you can create the following types of projects:

    • Legacy Workfront storage projects
    • Adobe enterprise storage projects.

    For more information, see Enable Adobe enterprise storage for your organization.

    note tip
    TIP
    Your Workfront instance might not have both types of document storage.
  • When you create an enterprise-storage project, a document folder with the same name of the project is created in the Documents section of the project. After you add tasks to the project, folders with the task’s name are added to the Documents section of each task.

For more information, see Document management overview for projects and related objects.

Create a project from scratch

NOTE
If you are creating a project using a template, we recommend that you also see the article Create a project using a template.
  1. Do one of the following:

    • Click the Main Menu icon Main Menu in the upper-left corner, then click Projects and expand New Project.
    • Go to a portfolio, then expand New Project.
    • Go to a program, then expand New Project.
    • If you are a group administrator, you can also create a project in the Projects section of a group you manage. For more information, see Create and modify a group’s projects.

    New Project menu

  2. (Conditional) Depending on which document storage your organization is using, click one of the following:

    • New project, when the Workfront administrator chooses either Adobe Enterprise, or Legacy Workfront, and they did or did not select the Allow user to select storage provider setting.

    • New project (Legacy storage), when the Workfront administrator chooses either Adobe Enterprise, or Legacy Workfront, and they also selected the Allow user to select storage provider setting.

      This option displays only when the Allow user to select storage provider setting is selected in the Setup area.

      For more information, see Enable Adobe enterprise storage for your organization.

      note
      NOTE
      • When you create an enterprise-storage project from a Workfront-storage portfolio or program, the portfolio or program are also converted to enterprise-storage objects. All other Workfront-storage projects under the same portfolio or program remain unchanged.
      • Your Workfront instance might not have both types of document storage.

      A project is created and its default name follows the following patterns, depending on which storage Workfront uses for documents:

      • Untitled Project for a Workfront-storage project.

        A Workfront-storage project displays a Legacy Workfront storage icon Legacy-storage project icon next to its name.

      • Untitled Project - < Month day, year hour.minute.second > for an Adobe-storage project

        note important
        IMPORTANT
        Projects using Adobe enterprise storage must have unique names.
  3. In the project’s header, update the name of the project. Press Enter to save the name.

    Enter a name for the project

    The header of the project page displays a quick overview of the current health and progress of a project. The information in the project header changes as the project information is updated.

  4. Click Start Adding Tasks.

    Or

    Click New Task to add tasks to the project and assign resources to them.

    For more information about adding tasks to a project, see Create tasks in a project.

  5. Edit the project details by clicking the More menu to the right of the project name, in the header, then Edit Edit icon next to the name of the project.

    The Edit Project box opens.

  6. Add information about the project.

    For more information about editing a project, see Edit projects.

    note tip
    TIP
    The Status of the project should be Planning, or another status that is not Current. This allows you to make changes to the project without generating notifications to the project participants.
  7. Click Save to save your changes.

  8. (Optional) After configuring the project settings and adding the tasks, you can change the status of the project to Current in the project header.

    This indicates that the project is now ready to start and users assigned to the tasks can now start working on them.

    For more information about project statuses, see Access the list of system project statuses.

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