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Can you effectively make a customized project plan in Workfront (without Workfront Planning)?

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Level 3

Hi!

 

Our department is looking to create a customizable project plan with Workfront. We cannot afford Workfront Planning. Has anyone successfully done this and if so, please share any tips and tricks you may have! Thank you!

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Community Advisor

Hi Jennifer,

This is a difficult question to answer without much context. There are ways to "customize" what your users and PMs see within a project plan; as example, you could create a unique view so they see only tasks fields that are necessary.  Within those users layout template you could set this view for them, in addition, within the layout template you can identify the most useful items on the left hand panel for them to use and remove anything else that is not necessary.   You can show the Gantt/timeline view with the click of a button inside of your project plan, if that is a need.  Happy to provide more ideas if you have more context.