[Follow Up] Getting Started with Resource Management in Workfront
Thank you to all who attended and participated in today's workshop, Getting Started with Resource Management in Workfront with the Adobe Workfront Customer Success team @mykabohnsack @CorinnaJ and @CynthiaBoon . There were so many great questions asked (and answered) live and in the chat, so I will do my very best to capture some of those as highlights below.
If you missed the session, no worries - we will be offering it again on Tuesday, June 6 at 3pm MT / 5pm ET. Registration for that event can be found on the Events page or by clicking HERE. There will also be a follow-up office hours on Thursday, May 25 at 10:30am MT / 12:30pm ET to address any outstanding questions. Registration for that can be found HERE.
Below you will find a link to the workshop recording, a copy of the slide deck, additional resources surrounding Resource Management and recommendations shared from event attendees:
- Workshop recording
- Slide Deck PDF with links (also attached)
- With the new Work Time field located in the user profile, you can adjust capacity and still have resource availability calculated using the User’s schedule
- Tips for adding planned hours when you aren’t sure where to start – use historical information and have a conversation with the users to get a rough estimate. These don’t have to be final – adjust as you go!
- Option to report on capacity using gauge charts (task report)
- There is an option to auto-complete tasks in Workfront – just be thoughtful about your approach!
- 3-day in person or virtual System Admin Boot Camp – great for new admins!
- [Coming Soon] Resource Management Preparation Blueprint – check it out in your Preview environment.
- IDEA to up-like: Task status to move from New to In Progress if time is logged
I encourage those who attended today's event to add your best practices or tips for getting started with Resource Management below so this can be a living thread for all to access and take advantage of!
