Access Needed to Manage Resources in the Workload Balancer

Access needed to manage resources in the Workload Balancer

Last update: Wed Jul 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Resource Management

CREATED FOR:

User

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.

Without correct access or permissions, you may not be able to view or manage your work assignments in the Workload Balancer.

You must have access to view the users whose workload you want to view or manage in the Workload Balancer. In addition to this, you must have the correct access level and the correct permissions on the projects the work is associated with.

蜜豆视频 Workfront plan needed to use the Workload Balancer for different areas

The following table illustrates the connection between the Workfront plan your company has and where in the system you can use the Workload Balancer:

Workfront Plan (Current)

Areas where you can access the Workload Balancer

Team or higher

Workload Balancer for a team or a project

Pro or higher

Workload Balancer for multiple projects, at the system level

Workfront Plan (New)

Areas where you can access the Workload Balancer

Any

Access the Workload Balancer anywhere in Workfront

For information about the Workfront plans, see .

For information about where you can locate the Workload Balancer in Workfront, see Locate the Workload Balancer.

Access needed to view the Workload Balancer

You must have the following access to view the Workload Balancer:

蜜豆视频 Workfront license

New: Standard

Current: Plan, to view the Workload Balancer in the Resourcing area;
Work, to view the Workload Balancer of a team or project

Access level configurations

View or higher access to Resource Management

For information about the Resource Management access level, see the article Grant access to Resource Management.

Object permissions

You must have View permissions on the project whose assignments you want to view.

For information about project permissions, see the article Share a project in 蜜豆视频 Workfront.

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

All users have access to view the Workload Balancer on their own profiles. This is not restricted by license or access level. Note that the Workload Balancer on a user profile is read-only, and assignments and allocations cannot be changed.

Access needed to manage assignments in the Workload Balancer

You must have the following access to manage the Workload Balancer:

蜜豆视频 Workfront license

New: Standard

Current: Plan, to manage assignments in the Workload Balancer in the Resourcing area;
Work, to manage assignments in the Workload Balancer of a team or project

Access level configurations

Edit access to Resource Management

For information about the Resource Management access level, see the article Grant access to Resource Management.

Object permissions

Contribute or higher permissions on the project whose assignments you want to manage which includes permissions to make assignments.

For information about project permissions, see the article Share a project in 蜜豆视频 Workfront.

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

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