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Use Planned Dates in a calendar report

Last update: Fri Feb 28 2025 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Topics:
  • Reports and Dashboards

CREATED FOR:

  • User

A calendar report is a dynamic report that provides a visual representation of your work. You can use Planned Date fields in a calendar report for the following objects:

  • Tasks
  • Issues
  • Projects

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
Any
Adobe Workfront license

New: Standard

or

Current: Plan

Access level configurations
Edit access to Reports, Dashboards, and Calendars
Object permissions
Manage access to the calendar report

For more detail about the information in this table, see Access requirements in Workfront documentation.

Set up the group of items in Production

You can choose how you want the group of items to display on your calendar.

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Calendars.

  2. Select the calendar you want to add a new group of items to.
    Or
    Click + New Calendar and enter the calendar name.

    NOTE
    You must have Edit access to Reports, Dashboards, and Calendars in your access level to create a calendar report.

  3. On the left, click Add to Calendar, then click Add advanced items.

  4. Specify the following:

    Name this group of items
    Type a name for the group of items.
    Color
    Select a color for the group of items. All items display in the selected color on the calendar report.
    Date Field

    Choose Planned dates. For more information on planned dates, see

    • Overview of the project Planned Start Date
    • Overview of the task Planned Start Date
    • Overview of the task Planned Completion Date
    • Set the project Planned Completion Date
    On the calendar, show

    Choose how you want the dates to show:

    • Start Date Only: The calendar displays the object on a single date.
    • End Date Only: The calendar displays the object on a single date.
    • Duration (Start to End): The calendar displays the object over a span of days.
    Switch to actual dates when available

    The calendar automatically switches to actual dates when they are available.
    Choose Yes or No to switch to actual dates when available. For more information on Actual Dates, see

    • Overview of the project Actual Start Date
    • Overview of the project Actual Completion Date

  5. Continue to the following section.

Add objects to the group of items in Production

After you set up how you want items to display, you need to add the objects you want to see on the calendar to the grouping.

  1. In the What would you like to add to the calendar? section, select

    • Tasks
    • Projects
    • Issues

  2. Click Add Tasks, Add Projects, or Add Issues, depending on the object type you are adding to the calendar.
    Select object for calendar

  3. In the drop-down menu, begin typing the field name, then select the field source of the object you want to display on the calendar (for example, Late Tasks).

  4. Set a condition statement for the calendar grouping.

    Condition statement

    To learn about setting conditions, see Filter and condition modifiers.

  5. (Optional) Specify additional objects for the calendar grouping by repeating Steps 1-4.

  6. In the Set the Tasks/Projects/Issues labels to be the… field, select how the objects in this calendar grouping are labeled in the calendar.

    NOTE
    If the default label options are not available for a certain object, the object name is shown instead. For example, when the Parent Task label is selected and there is no parent task associated with the object, Adobe Workfront displays the object name you are viewing in the calendar.

  7. Click Save.

recommendation-more-help

You can choose how you want the group of items to display on your calendar.

  1. Click the Main Menu icon Main Menu in the upper-right corner of Adobe Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Calendars.

  2. Select the calendar you want to add a new group of items to.
    Or
    Click + New Calendar and enter the calendar name.

    NOTE
    You must have Edit access to Reports, Dashboards, and Calendars in your access level to create a calendar report.

  3. On the left, click Add to Calendar, then click Add advanced items.

  4. Specify the following:

    Name this group of items
    Type a name for the group of items.
    Color
    Select a color for the group of items. All items display in the selected color on the calendar report.
    Date Field

    Choose Planned dates. For more information on planned dates, see

    • Overview of the project Planned Start Date
    • Overview of the task Planned Start Date
    • Overview of the task Planned Completion Date
    • Set the project Planned Completion Date
    On the calendar, show

    Choose how you want the dates to show:

    • Start Date Only: The calendar displays the object on a single date.
    • End Date Only: The calendar displays the object on a single date.
    • Duration (Start to End): The calendar displays the object over a span of days.
    Switch to actual dates when available

    The calendar automatically switches to actual dates when they are available.
    Choose Yes or No to switch to actual dates when available. For more information on Actual Dates, see

    • Overview of the project Actual Start Date
    • Overview of the project Actual Completion Date

  5. Continue to the following section.

Add objects to the group of items in Preview

After you set up how you want items to display, you need to add the objects you want to see on the calendar to the grouping.

  1. In the What would you like to add to the calendar? section, select

    • Tasks
    • Projects
    • Issues

  2. Click Add Tasks, Add Projects, or Add Issues, depending on the object type you are adding to the calendar.

  3. In the drop-down menu, begin typing the field name, then select the field source of the object you want to display on the calendar (for example, Late Tasks).

  4. Set a condition statement for the calendar grouping.

    Select object for calendar

    To learn about setting conditions, see Filter and condition modifiers.

  5. (Optional) Specify additional objects for the calendar grouping by repeating Steps 1-4.

  6. In the Set the Tasks/Projects/Issues labels to be the… field, select how the objects in this calendar grouping are labeled in the calendar.

    NOTE
    If the default label options are not available for a certain object, the object name is shown instead. For example, when the Parent Task label is selected and there is no parent task associated with the object, Adobe Workfront displays the object name you are viewing in the calendar.

    set task labels

  7. Click Save.

  8. Click Save.

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