Budget resources in the Business Case using the Scenario Planner

Last update: March 3, 2023

CREATED FOR:

  • User

As part of resource planning, you can use the Adobe Workfront Scenario Planner to budget the job roles necessary for completing the work in a project when you build the business case.

For more information about creating a business case, see Create a Business Case for a project.

TIP
The job role information for the initiative linked to the project that you enter in the system-level Scenario Planner is visible in the Resource Budgeting area of the project’s business case when you publish the initiative. The Scenario Planner is available only in the new Adobe Workfront experience and requires an additional license. For information about the Workfront Scenario Planner, see The Scenario Planner overview.

You can also budget resources in the business case using the Resource Planner. For more information, see the following:

NOTE
We recommend that you make the decision whether to use the Resource Planner or the Scenario Planner when you begin working on a project. Frequently switching between the two during the life of the project may create inconsistencies in the way you budget your resources for the project.

Access requirements

You must have the following:

Adobe Workfront plan*Business or higher
Adobe Workfront license*Review or higher
Product

You must purchase an additional license for the Adobe Workfront Scenario Planner to access functionality described in this article.

For information about obtaining the Workfront Scenario Planner, see Access needed to use the Scenario Planner.

Access level configurations*

Edit access to the following:

  • Projects

  • Financial Data

  • Scenario Planner

For information about the access needed to budget resources, also see Access needed to budget resources in Adobe Workfront.

Note: If you still don't have access, ask your Adobe Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions on the project

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Prerequisites

Before you begin, you must do the following:

Budget resources in the Business Case using the Scenario Planner for projects linked to initiatives

IMPORTANT
You can budget your resources for a period of 15 years. If you budget resources for a project with a duration longer than 15 years the budgeting information might not be accurate.

  1. Go to the project for which you want to budget resources.

    TIP
    This is a project linked to an initiative in the Scenario Planner whose linked initiative has been published at least once.

  2. Click Business Case in the left panel.

  3. (Conditional) In the Resource Budgeting section, do one of the following:

    • If you just published information from the Scenario Planner, select Scenario Planner in the Choose which hours to use to calculate the Budgeted Labor Cost of the project field in the Resource Budgeting area, then click Choose.

    • If the Resource Planner was previously selected for budgeting resources for the project, click Change > Scenario Planner > Choose.

      Workfront uses the required job role hours from the linked initiative to calculate the project’s Budgeted Labor Cost and Budgeted Hours. This is the recommended option. Cost displays in the Business Case in the currency of the project.

      When you copy a project, and you select to copy the Budgeted Hours to the new project, the hours budgeted using the Scenario Planner are not copied to the new project. Only hours budgeted in the Resource Planner are copied. For more information, see Copy a project.

      IMPORTANT
      When you use the Scenario Planner to budget resources for the project, the Budgeted Labor Cost displays in the following areas of Workfront:

  4. (Optional) Click View in Scenario Planner to open the plan that contains the initiative linked to the project. This opens the Scenario Planner in a new browser tab.

  5. (Optional) Update information on the initiative. For more information, see Create and edit initiatives in the Scenario Planner.

    NOTE
    You must publish the initiative after every change for the Resource Budgeting area on the project to update.

More help on this topic

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