A review of project access available in Workfront for each license type.
Users with a plan license have the greatest access to manage projects in Workfront. Users with a work license have access to projects, but mostly edit and update project items. Users with Request and Review licenses are able to only view project information. Those with a request license can also view projects converted from issues, but will have limited access. The permissions. The project table provided below shows what actions can grant for each license type.
This image displays access level options for a user with a Plan license. Plan license users who manage projects can have preset sharing values. These values save time for project managers as projects will automatically be shared based on the rules associated with their access level.
Users 'Copying A Project' may only do so if their access level provides access to create a project.
Actions by License Type
|Add Custom Form||✓|
|Update Custom Fields||✓||✓|
|Add an Approval Process||✓|
|Approve A Project||✓||✓||✓|
|Give Updates/ Comments||✓||✓||✓|
|Save as Template||✓|
|Add/Edit Business Case||✓|
|Edit Project Details||✓|
|Export to MS Project||✓||✓||✓|
|Set Queue Properties||✓|
* Work licenses have limited project rights. They can contribute to a project, but not manage one.
**Review license users are granted view rights on projects from converted issues, but their view rights are limited.