Description:
The Scenario planner feels like a forgotten function of the tool. It’s very convenient for quickly getting projects added to Workfront as initiatives and moving them around, but it falls short in how it can be made more useful during project roadmap planning.
The function would need to include:
- Project-to-project dependencies
- The ability to tie the start date of an initiative to the end date of another. This would be great for regular projects as well versus having to associate tasks within them.
- Custom form editing
- The ability to associate custom form data at the initiative level that would carry over after publishing.
- Project summary view within the scenario planner
- If an initiative is tied to a project, you can more easily see the project details without leaving the page.
- More initiative dates options
- The ability to sync resync my initiative dates with project dates.
- More specific dates - monthly increments can be too broad
- Reveal the Scenario Planner’s initiative rank as a value
- Currently this isn’t reportable like the portfolio optimizer rank, but it would help if it was.
- Merge or better integrate with the workload balancer
- The current hours/FTE tracking of the current Scenario function is confusing and unusable. You can extend this same frustration with the disparate Calendar feature that is also useful in its own way, but disconnected from the way the rest of the tool functions. These features feel like they were designed for one company in mind, but don’t apply to everyone else.
The use case that involves the scenario planner is:
- A marketing team of creatives begin to develop initiatives (project ideas) that align to the goals set by leadership
- The team adds these project ideas QUICKLY onto a roadmap view (Scenario Planner).
- They can move the initiatives around quickly and in correlation with actual projects.
- They can associate form data like objectives/goals, status, and relationship to other initiatives/projects with the initiatives in the planner.
- They can publish to create or update projects, but also sync project changes back to the initiatives in the planner.
