Are you looking to optimize your project management process with Adobe Workfront's features? In this blog post, we'll walk you through the basic setup of portfolios, programs, and projects to help you get started efficiently and effectively.
Creating a New Portfolio
To begin, navigate to the main menu and select portfolios. Create a new portfolio by providing a title and specifying the owner. You can also add groups and descriptions to tailor the portfolio to your specific needs. For example, if you're managing multiple marketing campaigns, you can create a separate portfolio for each campaign to keep things organized.
Adding a New Program
Once the portfolio is set up, you can add a new program to it. You have the flexibility to add a program to an existing portfolio or create a new one from scratch. When adding a new program, you can specify details such as the program name, manager, associated group, and description. This allows you to efficiently manage multiple programs within your portfolio, such as product launches, events, or development initiatives.
Setting Up a New Project
With the portfolio and program in place, you can now set up a new project within them. Projects are automatically housed within the portfolio and program once set up. You have the option to add new projects and configure project details, such as scheduling from completion date for finite deadlines or from start date for task-dependent timelines. Additionally, you can enter and modify project owner and other key details to ensure accountability and clear ownership.
Admin Setup: Adding Companies
In the Workfront setup, administrators have the ability to add companies. By navigating to the setup and accessing the companies tab, you can enter the company name and mark it as active. This feature is useful for organizing projects and reports, especially in complex organizational structures with multiple stakeholders and partner companies.
Completing Setup and Reporting
After setting up portfolios, programs, and companies, it's essential to ensure that the company field is completed for reporting purposes and future system usage. This step contributes to better organization and accurate reporting within Adobe Workfront, enabling you to track progress and analyze performance effectively.
Adding Tasks and Assignments
To bring your project to life, adding tasks and assignments is crucial. After completing the project setup, you can move to the tasks tab to begin adding tasks. You have the option to keep the project in planning mode to add all tasks and assignments before making it live, or switch to a current mode to schedule and assign tasks as per your project timeline and requirements.
In conclusion, mastering the basic setup of portfolios, programs, and projects in Adobe Workfront can significantly streamline your project management process. By leveraging these features effectively, you can enhance collaboration, improve transparency, and drive successful project outcomes.