Pipeline Scoping in Workfront | Community
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NickVa7
Level 9
April 17, 2026
Question

Pipeline Scoping in Workfront

  • April 17, 2026
  • 1 reply
  • 22 views

Hi Workfront Community,

Has anyone created functionality in Workfront that enables users to scope initiatives that are in the sales pipeline, but not yet converted to a closed deal?

Currently, our Client Partners team puts together SOWs and scopes for various products and services we offer.  They do this in scoping spreadsheets right now to get an idea of estimated hours, resources, teams and revenue that will be involved.

In the past, we had “scoping” projects in Workfront, defined by a custom project status, where we created tasks, with hours and resources, and although this worked for a while, users wanted something with more flexibility and thus moved to spreadsheets.

Just seeing if anyone has implemented solutions in Workfront for this, as this will help with my ideation process.

Thanks!

Nick

1 reply

TimWy1
Adobe Champion
TimWy1Adobe Champion
Adobe Champion
May 6, 2026

Hey Nick, my org doesn’t necessarily use it for a sales pipeline, but I think we might have a similar process that we track in Workfront from our innovation and product development teams before some of our products can go to market. We not only want to track the development/testing process and its progress along the way, but we really want the data to carry on from one phase to the next.

We keep all the info in one project and we rely on milestones (and milestone paths) to show progress on those larger phases. Since those first phases are more scoping and information-gathering, it’s not as much about the timeline there as it is about the insights and information accumulated along the way. At the end of those initial phases, we have a defined “gate” that triggers marketing to get involved in the project (maybe similar to your “closed deal” phase). 

I don’t know if that sounds similar or helpful, but I’m happy to explain more if you’d like. Just figured I’d throw that out there. 😀

N
NickVa7Author
Level 9
May 6, 2026

Thanks for sharing, ​@TimWy1 .  I’ll noodle this.

TimWy1
Adobe Champion
TimWy1Adobe Champion
Adobe Champion
May 6, 2026

Yeah no problem at all! Depending on the complexity of the process, I could also see a scenario where it lives and is managed as a sales “issue” first before it becomes an approved “closed deal” project. You could spend time gathering the necessary information then apply an approval process (that would be routed to the appropriate stakeholders/approvers) that would need to be approved before becoming a project. And of course I think you could have Fusion automate that approval process > project conversion. 

Just riffing there with no idea about what your process actually looks like, but maybe there’s something that could be useful. 

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