Access needed to use the Scenario Planner

Last update: January 31, 2025

CREATED FOR:

  • User

The Scenario Planner has additional license requirements. For information about the Workfront Scenario Planner, see The Scenario Planner overview.

Without correct access or permissions, you may not be able to view the Scenarios area of Adobe Workfront nor manage plans or initiatives for your organization. Managing plans and initiatives includes creating, editing, and deleting them.

Access needed to view and use the Adobe Workfront Scenario Planner

You must ensure that all the following conditions are met before you can access the Workfront Scenario Planner:

  1. Your organization must have one of the Workfront plans described below.

    Depending on whether you use the new or the current Workfront plan, your organization must have one of the following:

    • For the new plans, your organization must have the Ultimate Workfront plan. The Scenario Planner is included only in the Ultimate plan.

    • For the current Workfront plans, your organization must have both of the following:

      • Your organization must purchase a Workfront Business or higher Workfront plan.

      • Your organization must purchase a Workfront Scenario Planner license, in addition to a Workfront license. Contact your Workfront Account Representative to learn about Workfront Scenario Planner licenses.

  2. You must have one of the Workfront licenses described below.

    Depending on whether you use the new or the current licenses, your Workfront administrator must assign you a license of any of the following types:

    • For the new licenses:

      • Standard
      • Light

    • For the current licenses:

      • Plan
      • Work
      • Review
    NOTE

    • When using the new licenses, users with a Contributor or External license type cannot access the Scenario Planner.

    • When using the current licenses, users with a Request or External license type cannot access the Scenario Planner.

  3. Your Workfront administrator must give you View or Edit access to Scenario Planner in your access level.

    For information about granting access to the Workfront Scenario Planner, see Grant access to Scenario Planner.

  4. (Optional and recommended) To view or update financial information for your plans and initiatives, your Workfront administrator must also grant you access to Financial Data in your access level. For information about granting financial data in your access level, see Grant access to financial data.

  5. (Optional) If you need to access plans you didn’t create, a plan creator must give you the correct permissions to their plan to access it. For information about the permissions needed to access plans and initiatives that you didn’t create, see the Permissions needed to access plans and initiatives section in this article.

Access needed to view plans and initiatives

In addition to your company acquiring the correct license for the Workfront Scenario Planner, your Workfront administrator must also assign you the following access and setup so you can view the Workfront Scenario Planner and the information in this area:

  • An access level with at least View access to Scenario Planner.

    For information about the access level to Scenario Planner, see Grant access to Scenario Planner.

  • An access level with at least View access to Financial Data if you need to also view financial information about the plan and the initiatives. Some examples of financial information are budgets, costs, or job role rates.

    For information about the Financial Data access level, see Grant access to financial data.

    TIP
    Requestors and External Users do not have access to view the Scenario Planner.

  • View permissions to the plan. For information about the permissions needed to access plans and initiatives that you didn’t create, see the Permissions needed to access plans and initiatives section in this article.

Access needed to manage plans and initiatives

Your Workfront administrator must assign you the following access so you can manage plans and their information in the Scenario Planner:

  • A Plan or Work license type with Edit access to the Scenario Planner in your access level.

    All other license types do not have access to manage plans.

    For information about granting access to Scenario Planner from the Access Level, see Grant access to Scenario Planner.

  • A Plan license type with Edit access to Financial Data in your access level, if you need to also update financial information about the plan.

    Some examples of financial information that you can edit are Budget, Planned Benefit, and Fixed Costs.

    TIP
    Only Plan license holders have Edit access to Financial Data.

    For information about the Financial Data access level, see Grant access to financial data.

  • Manage permissions to a plan that you didn’t create. For information about the permissions needed to access plans and initiatives that you didn’t create, see the Permissions needed to access plans and initiatives section in this article.

Permissions needed to access plans and initiatives

Access Levels work together with permissions in Workfront to give you visibility into plans and initiatives that you did not create. In addition to having the correct access level to access the Scenario Planner, you must also have the correct permissions to the plan that you want to view or manage, if you are not the creator of those plans.

All users, including system administrators, have access only to plans that they created.

To view plans that other users created they must share their plans with you in the following ways:

NOTE
When a user is deactivated, their plans have no owner and cannot be accessed unless previously shared with a link.

More help on this topic

Previous pageThe Scenario Planner overview
Next pageCopy initiatives in the Scenario Planner

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