2019.1 Mobile and integration enhancements

Last update: February 15, 2024

CREATED FOR:

  • User

This page describes all Resource Management enhancements included with the 2019.1 release. The functionality is now available in the Production environment.

For a list of all changes made in 2019.1, see 2019.1 release activity overview.

Updated Default Filter in the Resource Planner

The default filter in the Resource Planner no longer filters by the Group of the Project.

When viewing the Resource Planner, you now see only the projects that are current and date-sensitive by default. Information from the following projects is included by default:

  • With a Planned Completion Date that occurs after the first date of today’s month.
  • With a Planned Start Date that occurs before the last date of the fourth month from today.
  • With a Status of Current or Planning.

Previously, the default filter would retrieve the information from the following additional projects:

  • With a Planned Completion Date that occurs after the first date of today’s month.
  • With a Planned Start Date that occurs before the last date of the fourth month from today.
  • With a Status of Current or Planning.
  • With a Group that matches the Home Group of the user who is logged in.

For information about applying filters to the Resource Planner, see Filter information in the Resource Planner.

Using Wildcards for Resource Planner Filters

You can now use wildcards when building filters in the Resource Planner. For example, you can use $$USER.ID to filter for information about the user who is logged in, or $$USER.companyID to filter information about all the users that belong to the same company as the user who is logged in. For a complete list of user-based variables, see the User-based wildcard filter variables section in Wildcard filter variables.

Previously, wildcards were not available for the Resource Planner filters.

For information about filtering in the Resource Planner, see Filter information in the Resource Planner

VIDEO

Support for Date-Based Wildcard Filter Variables in the Resource Planner

You can now use any version of the $$TODAY wildcard filter variable when you build a filter in the Resource Planner.

Prior to this enhancement, you could use only user-based wildcard filter variables.

For information about filtering in the Resource Planner, see Filter information in the Resource Planner.

For information about wildcard filter variables, see Wildcard filter variables.

VIDEO

Export Options for the Role View in the Resource Planner

You can now select which levels of information to export from the Resource Planner in the Role view.

You can export any of the following:

  • Roles only
  • Roles and Projects
  • Roles, Projects, and Users

Prior to this enhancement, all levels of information were exported in the Role view. These options have been introduced to the Project and User views in a previous release.

For information about exporting information from the Resource Planner, see Export information from the Resource Planner.

VIDEO

Data Formatting Options for Exporting the Resource Planner

You can now select how you want to display information in the Excel file when exported from the Resource Planner.

You can display the availability and allocation of information exported from the Resource Planner in the following ways:

  • Ungrouped by the name of the objects it belongs to. In this case, the names of the objects it belongs to are displayed on each row of data. (this is the default option)
  • Grouped by the name of the objects it belongs to. In this case, the information in the exported file appears as it is displayed in Workfront.

Prior to this enhancement, the information in the exported file appeared as it appears in Workfront.

For information about exporting information from the Resource Planner, see Export information from the Resource Planner.

VIDEO

Persistent Scheduling Timeline

NOTE
The Resource Scheduling tools have been deprecated and removed from Workfront with the 23.1 release. For information about scheduling resources using the Workload Balancer, see Overview of the Workload Balancer.

Scheduling timelines now keep the timeframe you have selected when you refresh the timeline or navigate away from the page.

Prior to this enhancement, the scheduling timelines returned to the default timeframe when you refreshed or navigated away from the page.

This enhancement is available in the following areas:

  • Scheduling tab in the People area
  • Team Working On tab
  • Scheduling subtab on the Staffing tab of a Project

For information about working with the timeline in the Resource Scheduling areas, see “Get started with Resource Scheduling”.

VIDEO

New Export Options in the Resource Planner

You can now select which levels of information to export from the Resource Planner.

In the Project view, you can export any of the following:

  • Projects only
  • Projects and Roles
  • Projects, Roles, and Users

In the User View, you can export any of the following:

  • Users only
  • Users and Projects
  • Users, Projects, Roles, Tasks, and Issues

Prior to this enhancement, all levels of information were exported in all the views of the Resource Planner by default.

For information about exporting information from the Resource Planner, see Export information from the Resource Planner.

VIDEO

Update to the User View in the Resource Planner

All users in the system now display in the User View of the Resource Planner, but only the users associated with the filtered projects also show hour information.

Prior to this update, only the users assigned to work items on the projects you filter for displayed in the User View of the Resource Planner.

You can use user-based filters to reduce the number of users displayed in the User View to only those who are assigned to the projects you want to display.

For information about filters in the Resource Planner, see Filter information in the Resource Planner.

Previous page2019.1 release activity overview
Next page2019.1 Project enhancements

Workfront


Learn: Automating Workflows with Workfront Fusion - Unique Use Cases in Action

Workfront

Tuesday, Mar 4, 6:00 PM UTC

Looking for creative ways to use Workfront Fusion to solve business challenges? Join Pan Shahbazian of Starbucks as she shares three unique use cases that can transform your workflows.

Register

The Perfect Blend: A New Era of Collaboration with AEM and Workfront

Adobe Customer Success Webinars

Wednesday, Apr 2, 5:00 PM UTC

Explore how Adobe Experience Manager and Workfront integrate to help teams move from ideation to delivery without the usual bottlenecks, ensuring content is organized, on-brand, and ready to go live faster.

Register

Adobe’s Top 10 Generative AI Capabilities to Accelerate Your Content Supply Chain

Online | Session | General Audience

AI is rapidly transforming marketing content and customer experiences, but many companies face significant questions: How do I safely and...

Tue, Mar 18, 2:00 PM PDT (9:00 PM UTC)

Register

Driving Marketing Agility and Scale: Transforming your Content Supply Chain with AI

Online | Strategy Keynote | General Audience

Marketers everywhere are feeling the pressure to deliver impactful campaigns faster and at greater scale. This Strategy Keynote explores...

Tue, Mar 18, 2:30 PM PDT (9:30 PM UTC)

Register

Connect with Experience League at Summit!

Get front-row access to top sessions, hands-on activities, and networking—wherever you are!

Learn more

Register now

Register to learn something new

WORKFRONT

Join Adobe product experts in live events where you will learn Adobe Workfront best practices, tips and tricks, and hear about the latest product features and updates.

Register