ÃÛ¶¹ÊÓƵ Workfront Planning: article index
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
- 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:
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Workfront licenses and Planning permissions
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Planning sharing permissions
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Share views
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Share workspaces (records and fields)
- Share record types
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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.
note note NOTE The Workfront AI Assistant has been temporarily removed and it will be available at a later date. -
Workfront Planning reporting capabilities: You can now view Workfront Planning information in a report using the Workfront Canvas Dashboard. For information, see Get started with Canvas Dashboards.