Allowing All Managers View Access to Their Team's Projects

[TimBaker]

We’re trying to solve a problem where managers can see their direct subordinates’ projects (at least with view access). We want to automate visibility in Workfront so that managers can automatically see their subordinates’ projects. Is there a way to set that up in Workfront automatically without having to manually share every project with that requesters’ supervisor? Thanks!

[Sven-iX]

That's done typically via group access and/or access at the portfolio/program level.. 

E.g. you create a program for manager X, another for manager Y and give them read access - which then gives them read access to the projects (unless you turned off inherited access) 

At the template you'd set the project's program, visibility is then automatic.

[TimBaker]

Thanks so much, Sven. That's a helpful response. Currently our portfolios and programs are structured differently from what you suggested (not according to team/group, but per anticipated and recurring marketing initiatives). And almost none of our templates have a pre-set program, since any template could potentially be converted into a project that lives in any number of programs. But it's worth rethinking based on your suggestion, at least for some of our teams. Thank you!

[skyehansen]

this may not be the right solution for you either, but just want to remind you that it's quite common for teams to set up sharing rights at the template level, such that each team's projects, when created, are already shared to a point where the entire team and hence manager, can see them. It just makes sense from a governance or maintenance perspective that you're not having to share and reshare for teams with high traffic (always someone arriving or leaving), and the whole team usually has an expectation that they cover for each other while someone is absent, so the entire team is usually able to seamlessly work on each other's stuff as necessary.