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Locking Deliverables/Objects from Changes in WorkfrontNew

Summary Description of Your IdeaI propose a feature in Workfront that allows administrators to lock deliverables, objects, or specific project components from further edits after a defined cutoff time. This functionality would help teams, especially those managing time-sensitive deliverables, maintain consistency and prevent unauthorized or last-minute changes that could disrupt workflows. The goal is to ensure that once a project reaches a designated phase, certain users (e.g., Dentsu/PMs/Planner/CMs) can no longer make changes, while maintaining flexibility for those who still need access.Why Is This Feature Important to You?Prevents disruptions: Last-minute edits from external teams can disrupt Creative Services' workflow, leading to inconsistencies in project deliverables.Ensures process integrity: Locking objects ensures that final versions remain untouched once a project moves to the next phase.Reduces manual oversight: Currently, permissions must be updated manually, requiring extra effort to monitor and enforce deadlines.Enhances collaboration: Allows teams to work freely within a defined timeframe but ensures stability after the cutoff dateHow Would You Like the Feature to Work?Configurable Locking Mechanism:Admins or project owners should have an option to set a lock date for specific deliverables, tasks, or documents.Past this date, the defined objects become read-only for designated users or teams.The ability to edit can still remain for admins or specific roles (e.g., Project Owners).User-Specific Access Controls:Ability to lock objects for specific groups (e.g., Dentsu) while maintaining edit rights for internal teams.A "Locked State" should be configurable within user access settings.Manual & Automated Locking:Admins can manually apply a lock at any time.Option to automate the lock based on project phases or due dates.Visual Indicator for Locked Items:Clearly mark locked items with an icon or banner to indicate restricted access.Provide an error message when restricted users attempt to edit locked objects.Audit Trail & Override Option:Maintain a log of when an item was locked and by whom.Allow authorized users (e.g., Creative Services leads) to override the lock in special cases.Current BehaviorThere is no direct way to lock deliverables, tasks, or objects from edits after a certain date. Teams must manually adjust permissions for users after deadlines, which is time-consuming and prone to human error.Users with past access can continue making changes unless an admin removes their permissions.There is no visual indication of an object being locked or restricted, leading to confusion.While projects can be marked as Complete, this status change locks access for all users, rather than just a select group.

AndrewQu2Level 2

Enable Duration and Planned Hours for Personal To-Do Tasks to Improve Capacity Accuracy in Workload BalancerNew

Description:Currently, users can add personal To-Do tasks either via the Home widget or by creating tasks directly within their personal To-Do List project. However, these tasks do not reflect planned hours by default and therefore are not factored into Workload Balancer capacity calculations, even though they may take up meaningful portions of an individual's day. This creates a disconnect between actual user availability and what project/resource managers see when planning workloads. For example, a user may be spending several hours on personal To-Do items (e.g., training, internal documentation, self-assigned initiatives), but still appear 100% available for project work in the Workload Balancer view. Suggested Enhancement:Allow users to optionally assign planned hours and durations when creating personal To-Do tasks—ideally directly from the Home widget interface or through a simplified entry form. This would allow the system to:Accurately reflect that time as allocated in the Workload Balancer.Provide project/resource managers with a more realistic view of team member availability.Reduce the need for manual workarounds such as navigating to the Personal Tasks project or embedding planned hours into task names.Optional Features for Consideration:Enable a toggle when creating a To-Do item to "Include in workload capacity."Allow admins to define whether these tasks can be visible to others (e.g., team leads or managers) or remain private.Improve visibility of these To-Dos in reports and dashboards alongside regular task assignments.Business Value:This improvement would help organizations more accurately manage resources and plan projects by ensuring that all time commitments, including self-managed tasks, are visible during capacity planning. It would also reduce overhead from workarounds, improve forecasting accuracy, and support better workload distribution across teams.

aanchal-sikka
Community Advisor
aanchal-sikkaCommunity Advisor

Automated Reporting Based on Metadata MatchInvestigating

Request for Feature Enhancement (RFE) Summary: The proposed feature aims to enable businesses to generate customizable, template-based reports by leveraging metadata criteria for assets stored in Adobe Experience Manager (AEM). These reports can be scheduled for automated generation and distributed to various platforms or teams. Use-case: Businesses often need reports filtered based on specific metadata values (e.g., region, asset type, product category). These reports are essential for: Supporting marketing campaigns by identifying suitable content. Generating insights for compliance or governance reviews. However, manually filtering and compiling this data is time-intensive and prone to errors. Automating this process would save time and improve data accuracy. Current/Experienced Behavior: We need to manually filter the content after generating reports for all assets. Improved/Expected Behavior: Report Templates: Admins can create and save report templates with predefined metadata filters. Automated Scheduling: Reports can be scheduled (e.g., daily, weekly, monthly) to run and generate outputs in standard formats like CSV, Excel, or PDF. Customizable Distribution: Generated reports can be automatically emailed or pushed to other integrated platforms (e.g., Slack, Teams, or SharePoint). Granular Access Control: Access to report creation and data is managed via AEM’s existing permissions model. Environment Details (AEM version/service pack, any other specifics if applicable): AEM 6.5 Customer-name/Organization name: Mondelez Screenshot (if applicable):   Code package (if applicable):