Adobe Workfront General

Don’t clear the filters (in the scheduling view) after screen refresh ‚Äì timelines get constantly updated and therefore we need to refresh the screen. Not needing to apply the filters after each refresh would save a lot of time

Right now when you export the resource planner into an excel doc, it exports with all the projects under each role (or other filter type you've chosen). We need to be able export only the filter type and totals for the time period, without all the associated projects or tasks listed below.

Current functionality: "Applying a filter does not change the allocation and availability data in the Resource Planner for projects, roles, or users. The filter changes only the amount of data that you see." In order to use the Resource Planner as a resource budgeting tool, we need to be able to exclude the allocation data from projects when we filter out a particular status (such as Cancelled, Complete, Duplicate, we have a custom status called Below the Line - which means the project is not approved). It doesn't make sense to include allocation and availability data on projects in these statuses. When we are resource planning a Portfolio we are not certain which projects will make it above or below our approved cut line. It ultimately comes down to capacity. Currently, in order to view where our capacity line resides in the Resource Planner, we have to manually remove budget data from projects with the Below the Line, Cancelled, Complete, Duplicate status. Based on

Request the following improvements to the Scheduling tool in Workfront. 1. Resource Allocation Highlighting: I’d like to see a different way of highlighting when someone is over-allocated on a particular day. For example, bold the total hours at the top of the day in red (similar to the legacy planner). The current red bars around the task are confusing. The highlighting on the task bar is odd. It would be easier to see if a resource is over-allocated if the # of hours was bold and red. 2. Task Hours at a Glance: The task hours are not available at a glance in the new tool. We would really like to be able to see that, as it allows for our team to quickly see what's taking up a team member's time without having to click into each task to view the planned hours.

It would be great if we could "zoom out" the resource scheduling view to see the data by week and month. Resource scheduling by day is too granular for our PMs. Feedback from our users is that it is daunting and too much work to schedule by day. Our organization is not managing people's time down to the day. Individuals manage their own time and will plan their week based on priorities. Showing data weekly or monthly is directionally correct and help for planning. Another use case is when we share this view with Sr. Leaders, showing over allocation for a single day is not a good use of their time. They care more about the upcoming weeks and months.

On the new Scheduling page, I would like to see more filters and a better view of the tasks assigned to each person. My suggestions: On each task bar, include the name of the project, so you don't need to hover over a task to see who it is assigned to.Filter by team member name, rather than job role, so a person is only listed once in the left hand column, with all of his/her job roles listed directly below the name (e.g. Team member name > Engineer / Project Manager / Artist, rather than Engineer > Team member name 1, team member name 2; Project manager > team member name 2, team member name 3, team member name 4; Artist > team member name 1, team member name 3, team member name 4)As you scroll down the page, have the date bar at the top move with the page (the date bar should stick to the page as you scroll down so you always see it).

So far, anyone can delete filters in the new Resource Planner section, even though the filter has not been created by that user. I don't think this is ideal. Ideal solution would be to have some default filters and possibility to create personal filters (which can be shared), like on other pages.

I want the filter usability to be improved. Examples: Maintain my selections even after I navigate away from the Resource Scheduling tab (i.e., show me where I was the last time I was on the page). Persist the assignments I just made (so they don't disappear after I've made them).

It seems like the scheduling feature does not account for "holidays" set on the schedule, which we entered through Setup > Schedules. It seems like it shows these designers as available during that holiday.

Our small Design team works on multiple projects at a time and we need to be able to prioritize and utilize each of them in order to complete a project. We need a way to view a snapshot of the week what projects each user is working on and how much time they are allotted on any given day of that week. The time should be able to be editable, so we can move around hours or reassign if we need to re-prioritize a project. The Resource Grid and the Capacity Planner were the closest to what we are looking for, but I understand that these features are no longer available and will be taken off in the future, and replaced with the Resource Planner and Scheduling tool. Both the new Resource Planner and Scheduling tool do not work in the way that we need it to. Will there be something more in line with the Resource Grid and Capacity Planner in the future? I think there should be.

On scheduling tool, show only the tasks/issues that are ready to start

The current resource scheduling tool makes it very hard to see who is available to do the work since all unassigned tasks are at the top, and then people who can work on the tasks are further down. I have to constantly scroll to compare the unassigned task dates and hours to the resource availability/capacity. It would be great to be able to filter by available resources, or even specific users because I also want to see how close to capacity they may possibly be. If they're close to capacity, I can then see what's on their plate and figure out how to move stuff around if there are clients/projects/deliverables that are higher priority than others. I would also like to be able to filter by portfolio and project status. Rationale is that we have certain portolios, i.e. out internal portfolio, which is not a high priority and tasks/dates can be pushed when needed.

I really like the upcoming Workload Balancer although I'd prefer links be available to click in to the Project/Task in the same way it does under Teams /Working on

HI,It will be a great option, if we have possibility to select workload balancer in Percentage (%) also, in addition of Hours.Please vote if you agree.RegardsKundan.

Currently Workload Balancer sorts by Day and Week. Can another option be added to sort by Month?

Hello,This is a request to add a filtering category to the Workload Balancer to sort by Resource Pool.Resource Pools are a feature within Workfront which would be helpful to filter by within the Workload Balancer.Thanks!

The Scheduler/Workload Balancer lacks fundamental functionality. It allows you to filter out only parent tasks. It should allow you to filter out certain tasks all together. Example, I might have a project with 150 tasks. However, I only need to schedule resources against 50 tasks. There should be some kind of attribute that can be set at the task level where the system would include or exclude from the scheduler. Unfortunately, this has been a deal breaker for our department. We are looking outside of Workfront for a scheduling tool.

The ability to filter based on fields within the task object. For example, we want to only see tasks show up in the Working On section that are ready to be started (e.g. a specific approval process id field value).

It would be nice to be able to allow my directors the ability to see the resource management information from the copied URL on their reports.

Currently, we only have the option of using FTE with default schedule or user schedule without FTE. We need the combined functionality of both FTE and user schedule. For example, we want an engineer to be available 75% of his time (30 hours per week) to work on projects, but if he is taking 2 days off on a particular week, his available hours for the week should be 14 hours (30 hours - 16 hours). This functionality would make resource management a lot more easier.

Currently there is no way to adjust the hours from week to week for unassigned roles within the workload balancer. The balancer evenly spreads the planned hours over the duration (not evenly sometimes), but you cannot adjust them to meet the actual cadence of work.As an example, if you have 40 hours with a duration for 10 days (2 weeks). The balancer will spread that as 20 hours the first week and 20 hours the second week. We should be able to adjust that so it is 30 hours the first week and 10 the second (or whatever the correct number would be).It should be the same functionality as working with the assigned resources.

We need the ability to bulk transfer tasks within Workload Balancer by user or job role. We love the flexibility and improved UI of the Workload Balancer, but consistently rely on the Scheduling tab within projects to Assign, Swap and Unassign team members. Our PM's can manage small task transfers by using the "assign this to" button on Workload Balancer, but this is not reasonable for resource changes on an entire project or team. Would love to see this Actions "bulk editing" feature added in a future update!

It would be great if the workload balancer functionality took the place of the scheduling tab within the project. Only the assignment for that project would appear. It would save the PM from having to go to a different place to make changes.

The breadcrumbs in the New Workfront Experience are useful, however the lack of distinction between Parent tasks and Child tasks is causing a lot of confusion with users while navigating and working on Projects.In our organisation, we refer to Parent tasks as "Products" and child tasks as "Tasks".When working on a child task having Parent tasks and Child tasks both labelled as "Task" is not helpful. We would like Workfront to allow for the customisation of the labelling of Parent tasks and Child tasks in the Terminology config screen for layout templates.

In preparation for an instance migration, we need to identify all custom forms that utilize display logic within them. Also if the report could indicate the number of logic driven fields there are it would be helpful! Does anyone know if this already exists or is it worthy of an enhanement request. I'd love to hear your thoughts.