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Requirements to use Workfront Goals

Last update: Wed Jan 31 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Your Adobe Workfront administrator must ensure all of the following conditions are met before you can access Adobe Workfront Goals:

NOTE
Users with an External license type cannot access Workfront Goals.

  • Give you access to Goals in your access level. For information, see Grant access to Adobe Workfront Goals

  • Assign you Layout Template that includes the Goals area in the Main Menu.

    note note
    NOTE
    All users, including Workfront administrators, must be assigned a layout template that includes the Goals area in the Main Menu.

    For information see the section Add Workfront Goals to a layout template in this article.

  • If you must modify goals that you did not create yourself, the goal creator must share the goals with you and give you Manage permissions to them.

    For information, see the section Share individual goals with other users in this article.

Obtain Workfront Goals organization access obtain-workfront-goals-organization-access

Your organization must purchase an additional license, in addition to the Workfront license, for your users to be able to access Workfront Goals. After your organization purchases the additional license, Workfront enables Workfront Goals for your account. For information about purchasing a license for Workfront Goals contact your Workfront account manager.

Update license types and access level settings update-license-types-and-access-level-settings

Your Workfront administrator, must grant you one of the following Workfront license types to access Workfront Goals:

  • Plan
  • Work
  • Review
  • Request

After your Workfront administrator grants you one of these license types, they must also give you access to Goals in your access level. For information about access to Goals, see Grant access to Adobe Workfront Goals.

As a Workfront administrator, you can review the number of Workfront Goals licenses in your system and understand how many are currently enabled. For more information, see Manage available licenses in your system.

NOTE
Workfront allows you to assign more Workfront Goals licenses that you have purchased. However, when you assign more licenses than what your Workfront Goals contract allows, a Workfront account manager will contact you to let you know that you have exceeded your contractual number.

Add Workfront Goals to a layout template add-workfront-goals-to-a-layout-template

Your Workfront or Group administrator must assign you a Layout Template that includes the Goals area in the Main Menu so you can access Workfront Goals.

Your Workfront administrator or Group administrator can also add the following to your layout template so you can easily access Workfront Goals:

  • A pinned tab
  • Make the Goals area your landing page

For information about updating the Layout Template see the following articles:

Share individual goals with other users share-individual-goals-with-other-users

By default, all users that have at least View access to Goals in their access level can view all goals in Workfront.

Any user with Edit access to Goals can create goals and they automatically gain Manage access to the goals they create. If they must edit other users’ goals, someone with Manage permissions to those goals must share with them the goals they did not create.

For information about sharing goals with users and giving them Manage permissions, see Share a goal in Workfront Goals.

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