The Scenario Planner overview

Last update: July 19, 2024

CREATED FOR:

  • User

The purpose of the Workfront Scenario Planner is to drive speed to execution for your organization-level plans and help you make crucial decisions that drive delivery of predictable, desired outcomes for your business.

You must have the following Workfront plan to access the Workfront Scenario Planner:

  • For the new Workfront plan: An Ultimate plan.
  • For the current Workfront plan: you must have a Business or higher plan, in addition to purchasing a Scenario Planner license.

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

Scenario Planner overview

Using the Workfront Scenario Planner, you can build enterprise-level plans that outline your company’s overall strategic outcomes. You can define several initiatives for a plan and place them in various scenarios to find the optimal solution for executing the plan.

You can use the Workfront Scenario Planner to accomplish the following:

  • Provide a simple and fast process of visualizing organization-level work plans over time.
  • Optimize the allocation and assignment of necessary resources to maximize utilization.
  • Help anticipate resource conflicts to make more informed decisions for hiring new employees, adding budget to your organizational plans, or shifting timelines and priorities.
  • Create alternative scenarios for one plan with highlighted differences to quickly evaluate the effectiveness of each plan.

For information about starting with the Workfront Scenario Planner, see Get started with the Scenario Planner.

Features included with the Workfront Scenario Planner

The following functionality is currently included in the Workfront Scenario Planner:

  • Indicate what access your users should have to the Workfront Scenario Planner

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

  • Create plans to indicate the major initiatives within your organization and define the supply of people resources and budget for your plans

    For information about creating plans, see Create and edit plans in the Scenario Planner.

  • Add initiatives to your plans to indicate the various activities that will ultimately achieve your plans and define the demand for people resources and costs for your initiatives

    For information about creating initiatives, see Create and edit initiatives in the Scenario Planner.

  • When there are people or budget conflicts between your initiatives, resolve the conflicts by updating demand information on the initiatives, changing priorities, or updating supply information on the plan

    For information about resolving conflicts between initiatives, see Resolve initiative conflicts in the Scenario Planner.

  • Create multiple scenarios of your plan and compare them to identify the best outcome for accomplishing the plan

    For information about creating and comparing scenarios, see Create and compare plan scenarios in the Scenario Planner.

  • Import projects into a plan to create new initiatives

    The following project information is imported into the plan and becomes initiative information:

    • Project name
    • Job roles associated with tasks and issues on the project
    • Job roles FTE converted from the Planned Hours assigned to the roles on the project
    • Job roles hours when the plan is set up to use hours instead of FTEs

    For information about importing projects into a plan, see Import projects to plans in the Scenario Planner.

  • Publish a scenario to create or update projects linked to the initiatives in the scenario

    For information about publishing scenarios, see Update or create projects by publishing initiatives in the Scenario Planner.

  • Share a plan with other users for better collaboration

    For more information, see Share a plan in the Scenario Planner.

  • Estimate or adjust the required job roles or Fixed Costs information monthly, for each month of the duration of an initiative

    For information about estimating resources for initiatives, see Resolve initiative conflicts in the Scenario Planner.

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