ÃÛ¶¹ÊÓƵ Workfront Planning: article index
- A new Workfront package and license. Workfront Planning is not available for legacy Workfront packages or licenses.
- A Workfront Planning package.
- Your organization’s instance of Workfront must be onboarded to the ÃÛ¶¹ÊÓƵ Unified Experience.
You can use this page as the starting point for all the documentation related to ÃÛ¶¹ÊÓƵ Workfront Planning.
The articles in the sections listed below describe how you can configure Workfront Planning and start using it.
General information about ÃÛ¶¹ÊÓƵ Workfront Planning
Access the following articles for general information about the new Workfront Planning:
- ÃÛ¶¹ÊÓƵ Workfront Planning overview: A high-level overview of ÃÛ¶¹ÊÓƵ Workfront Planning, including the terminology and concepts that are unique to this solution. We recommend that you start your journey with Workfront Planning here.
- ÃÛ¶¹ÊÓƵ Workfront Planning object limitations overview: A list of limitations for the number of objects you can create in Workfront Planning.
- ÃÛ¶¹ÊÓƵ Workfront Planning release activity: article index: A list of all release notes for Workfront Planning, starting with The Fourth Quarter release of 2024.
- ÃÛ¶¹ÊÓƵ Workfront Planning best practices: A collection of frequently-asked questions and best practices for using Workfront Planning.
Workfront Planning architecture and functionality
The following sections contain articles that describe in detail the features currently available for Workfront Planning:
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Access and permission information: article index contains the following information:
- Workfront licenses and Planning permissions
- Planning sharing permissions
- Share views
- Share workspaces (records and fields)
- Share record types (records and fields)
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Architecture: article index contains the following information:
- Create, edit, delete workspaces
- Create, edit, delete record types
- Connect record types and examples of connecting record types
- Workspace templates
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Fields: article index contains the following information:
- Create, edit, and delete fields
- Formula fields
- Primary fields
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Records: article index contains the following information:
- Create, edit, and delete records
- Connect records
- Add a cover image or a thumbnail to a record
- Manage the layout of a record page
- Record comments and History section
- Share records
- Manage Workfront Planning records from Workfront
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ÃÛ¶¹ÊÓƵ Workfront Planning requests: article index contains the following information:
- How to create a request form for a record type.
- How users can submit a request to a record type request form and create records.
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Views: article index contains the following information:
- Create record views
- Manage the table, timeline, and calendar views
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Notifications: Article index contains the following information:
- Manage notification preferences
- Planning in-app notifications
- Planning email notifications
Additional features available for Workfront Planning
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ÃÛ¶¹ÊÓƵ Workfront Planning API basics: The goal for the ÃÛ¶¹ÊÓƵ Workfront Planning API is to simplify building integrations with Planning by introducing a REST-ful architecture that operates over HTTP.
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ÃÛ¶¹ÊÓƵ Workfront Planning modules for Workfront Fusion: With the ÃÛ¶¹ÊÓƵ Workfront Planning modules, you can trigger a scenario when events occur in Workfront Planning. You can also create, read, update, and delete records, or perform a custom API call to your ÃÛ¶¹ÊÓƵ Workfront Planning account.
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ÃÛ¶¹ÊÓƵ Workfront Planning AI Assistant overview: With the Workfront AI Assistant for Planning you can search for records, or create, update, and delete records by using commands and letting the assistant do the work for you.
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Configure ÃÛ¶¹ÊÓƵ Workfront Planning automations: You can configure automations in ÃÛ¶¹ÊÓƵ Workfront Planning that, when activated, create objects in Workfront or records in Workfront Planning when triggered from a Planning record.
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Get started with the ÃÛ¶¹ÊÓƵ Workfront Planning and ÃÛ¶¹ÊÓƵ GenStudio for Performance Marketing integration: You can manage records from GenStudio for Performance Marketing in the GenStudio workspace in Workfront Planning.
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Workfront Planning reporting capabilities: You can now view Workfront Planning information in a report using the Workfront Canvas Dashboard. For information, see Canvas Dashboards overview.