Resource Planner navigation overview

The object hierarchy (information in the rows of the Resource Planner).

The hour allocation information (information in the columns of the Resource Planner).

For more information about what the columns show in the Resource Planner depending on which view you select, see Review resource availability and allocation using the Adobe Workfront Resource Planner.

You can see projects that you have permissions to at least view.

When you access the Resource Planner for the first time, you can see projects filtered by the Default Filter.
For more information about filtering information in the Resource Planner, see Filter information in the Resource Planner.

The number of items you display or can export from the Project View is limited, to improve performance.
For more information about limitations when viewing the Resource Planner in the Project View, see the Limitations in the Project View section in the Resource Planner display limitations article.

The projects are listed in the order of their priority in the Project View.
For more information about project priority in the Resource Planner, see the Project Planning Priority section in this article.

As you expand each project, you can display the job roles associated with it.
As you expand each role, you can display users associated with it.
Scroll to load more roles and users under each project.

When this view is applied, the Role Hours, FTE or Cost add up to the Project Hours, FTE or Cost.

You can view the following hour, FTE, or Cost information in the Project view:

• Available

• Planned

• Budgeted

• Variance

• Net

  For more information, see Budget resources in the Resource Planner using the Project and Role views.

You must have at least View access to Resource Management and view permissions on projects to view the roles associated with those projects.

You can expand each role to display a list of projects, and every project to display a list of users that can fulfill those roles on the projects.

The number of items you display or can export from the Role View is limited, to improve performance.
For more information about limitations when viewing the Resource Planner in the Role View, see the Limitations in the Role View section in Resource Planner display limitations .

The projects are listed under the job role in the same order of priority as they are listed in the Project View.

When this view is applied, the Project Hours, FTE or Cost add up to the Role Hours, FTE or Cost.

You can view the following hour, FTE, or Cost information in the Role view:

• Available

• Planned

• Budgeted

• Variance

• Net

  For more information, see Budget resources in the Resource Planner using the Project and Role views.

You can see all the users you have permissions to View, up to 2000 users, that are active and have logged in to Adobe Workfront at least once.
Filter the user list by Team, Job Role, or Pools to see users associated only with those entities.

If you have filtered the list of users by projects, only the users associated with the filtered projects can be expanded and also display hour information.
For more information about filtering information in the Resource Planner, see Filter information in the Resource Planner .

The number of items you display or can export from the User View is limited, to improve performance.
For more information about limitations when viewing the Resource Plannerin the User View, see the Limitations in the User View section in Resource Planner display limitations .

The projects are listed under the name of the user in the same order of priority as they are listed in the Project View.
For more information about project priority in the Resource Planner, see the Project Planning Priority section in this article.

If users have no job role associated with them, the Hours or FTE values are listed under the No Role section.

When this view is applied, the Project Hours or FTE add up to the User Hours or FTE.

Your permissions to projects and tasks determine what is displayed under the names of the users you see in the User View.
The following scenarios exist:

• When you do not have permissions to see projects and the tasks or issues that are assigned to the users displayed in the Resource Planner, those items are listed under the Inaccessible Items sections. The Inaccessible Items sections replace the Project or Task sections in this case.

• When you do not have permissions to see the projects, but you have access to see the tasks or issues on the projects, the projects, tasks, and issues are listed under the names of the users assigned to them.

• When you have permissions to see the projects, but not any tasks or issues on the projects, the project name displays, and the tasks and issues are listed under the Inaccessible Items section.
  For more information about permissions in Workfront, see Overview of sharing permissions on objects.

  

You can view the following hour and FTE information in the User view:

• Available

• Planned

• Actual

• Difference between Planned and Actual

• Percentage of Planned allocation

  For more information, see View Available, Planned, and Actual Hours or FTE in the Resource Planner when using the User view

Projects you have permissions to at least view.

You must also have access to at least View Resource Management in your access level.

For information about the access needed to use the Resource Planner see Access needed to budget resources in Adobe Workfront.

Projects limited by the filter applied to the Resource Planner.

For more information about filtering information in the Resource Planner, see Filter information in the Resource Planner.

Their primary job role

Their secondary job role, in the following scenarios:

• If the secondary job role has a valid number for the Percentage of FTE Availability in their user profile.
• If the user is assigned to tasks in those roles.