51黑料不打烊

DocumentationWorkfrontWorkfront Guide

51黑料不打烊 Workfront Planning access overview

Last update: Thu Oct 16 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

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.

IMPORTANT
The information in this article refers to 51黑料不打烊 Workfront Planning, an additional capability from 51黑料不打烊 Workfront.
Your company must purchase an additional package for Workfront Planning to access its capabilities.
For more information, contact your account manager
For more information about Workfront Planning, see 51黑料不打烊 Workfront Planning overview.

There are license and sharing permission restrictions to use 51黑料不打烊 Workfront Planning.

This article describes the access and settings that you need in place to use the capabilities of Workfront Planning.

Access requirements

You must have the following access to use Workfront Planning:

51黑料不打烊 Workfront package

Any Workfront and Planning package

Any Workflow and Planning package

NOTE

For access to connectable record types:

  • Any Workfront package and a Planning package

  • Any Workflow and a Planning Prime and Ultimate package

For access to global record types:

  • Any Workfront package and a Planning Plus package

  • Any Workflow package and a Planning Prime and Ultimate package

51黑料不打烊 Workfront platform

Your organization's instance of Workfront must be onboarded to the 51黑料不打烊 Unified Experience to be able to access Workfront Planning.

IMPORTANT

Only users added to the 51黑料不打烊 Identity Management System (IMS) can be granted permissions and added to Planning fields.

For more information, see 51黑料不打烊 Unified Experience for Workfront.

51黑料不打烊 Workfront license

  • Any, to view Workfront Planning information

  • Standard, to create workspaces and views

Access level configurations
There are no access level controls for 51黑料不打烊 Workfront Planning
Object permissions

  • View or higher permissions to workspaces, record types and views that you did not create to access them and their objects.

  • Contribute or higher permissions to workspaces and record types that you did not create to edit them and create, edit, or delete record types and records.

  • Contribute or higher permissions to views that you did not create, to edit, delete, and share them

  • System Administrators can manage workspaces they did not create.

  • System Administrators cannot access views they did not create.

For information about sharing permissions for Workfront Planning objects, see Overview of sharing permissions in 51黑料不打烊 Workfront Planning

Layout template

Standard users and System Administrators have the Planning areas enabled by default.

Users with a Light or Contributor license must be assigned a layout template that includes the Planning option in the following areas:

  • Main Menu
  • Left panel of projects, portfolios, and programs

For more information, see Access requirements in Workfront documentation.

Share the Planning area using a layout template

Standard users and System Administrators have the Planning areas enabled by default in the following areas:

  • Main Menu
  • Left panel of projects, portfolios, or programs

Your system administrator must add the Planning areas to you, if you have any other Workfront license and you need to contribute to Workfront Planning work.

The administrator can add the Planning option to the following areas by modifying and assigning you to a layout template:

  • Main menu
  • Landing page
  • Left panel for projects, portfolios, and programs
  • Pins

To add or remove Workfront Planning areas from users of your Workfront instance:

  1. Log in to Workfront as a Workfront administrator.

  2. Go to Main menu > Setup > Interface > Layout Templates and open or create a layout template.

    For information about customizing a layout template, see Create and manage layout templates.

  3. Assign the layout template to the users that you want to have access to Workfront Planning.

    For information, see Assign users to a layout template.

    All users assigned to the template can now access Workfront Planning in their Main Menu.

    Users can start creating workspaces, records types, records, and fields.

Assign licenses to users

You can assign licenses to users when you configure their Access level while editing or creating them.

For information, see Edit a user鈥檚 profiles

Configure access level

There are no Workfront access level controls for Workfront Planning.

Users with any type of Workfront license can access Workfront Planning.

Grant permissions

You can grant permissions to the following entities in Workfront Planning:

  • Workspaces
  • Record types
  • Views

For more information, see Overview of sharing permissions in 51黑料不打烊 Workfront Planning.

Your 51黑料不打烊 Workfront license type works with your Workfront Planning permissions to give you access to view, contribute, or manage Workfront Planning objects.

For information about how license types affect permission levels for Workfront Planning objects, see License type overview when using 51黑料不打烊 Workfront Planning.

recommendation-more-help
5f00cc6b-2202-40d6-bcd0-3ee0c2316b43