Follow
July 2016 Release Activity

The changes described in this section were made Generally Available (GA), or were released to the Early Access (EA) or Preview Sandbox (PrS) environments. (Changes might also include functionality that is currently available in the PrS or EA environments and is scheduled to release to GA sometime in the future.)

New in Early Access on July 27
Remaining in Early Access or Preview throughout July

Maintenance Updates

For a comprehensive list of recent maintenance updates made to the Workfront system, see "Maintenance Updates." 

Feature / Change Explanation Availability
New This Month (Prioritized by GA Release Date)       
Support for Additional Project Statuses When Managing User Assignments across Projects  

Now when you are managing user assignments across one or more projects (using the new Swap tool), all projects with any of the following statuses are available:

  • Planning
  • Current
  • Approved

Prior to this change, only projects with a status of Current were available.

 

For more information about managing user assignments across multiple projects, see "Managing User Assignments."

 

PrS: July 20

 

GA: July 27

Updated Email Notification When Set As Project Owner

When you are set as the Project Owner of a project, a notification email is sent to you informing you of the change.

 

The notification email now includes the following additional information:

  • User who is assigned
  • Name and link to the portfolio (if applicable)
  • Reference number
  • Planned Completion Date
  • Information about what it means to be a Project Owner

The notification email also has been updated with a new look and feel.

 

The Actual Start Date and Actual Completion Date are no longer included in the email notification.

 

For more information about email notifications, see "Configuring Email Notifications."

PrS: July 20

 

GA: July 27

Share an Agile View for a Project

Now you can share an agile view you create with other users.

 

For more information about how to share a View, see "Sharing a Filter, View, or Grouping."

For a video demonstration of this functionality, see "Share Project Agile View."

 

At GA, also update:

-"Managing a Project in an Agile View"

PrS: July 20

 

EA: July 27

 

GA: August 24

Export the New Gantt Chart to PDF

You can now export the new Gantt chart to PDF. This enables you to print the Gantt chart, email it, and so forth.

 

Prior to this change, you could export only the legacy Gantt chart to PDF.

 

For more information, see "Exporting the Gantt Chart to PDF."

Also update: 

-"Configuring How Information Is Displayed on the Gantt Chart"

PrS: July 20

 

EA: July 27

 

GA: TBD

API Enhancements for Journal Entries

Journal entries now contain the hour record ID in the subObjID field for all Add, Edit and Delete entries.

 

 

This provides better tracking changes in hours for syncing with external systems.

 

For more information, see "Tracking Hour Records with the API."

 

PrS: July 20

 

GA: July 27

Create a New Version of a URL Proof

Now you can create a new version of a URL proof.

 

Prior to this change, you had to create a new URL proof.

 

For more information, see "Generating a New Version of an Existing Proof" in "Creating a New Proof."

PrS: July 20

 

EA: July 27

 

GA: August 24

Currently in EA (Prioritized by GA Release Date)  
 Manage a Project in an Agile View  

You can leverage agile functionality for your project without the administrative needs that typically accompany agile practices, such as managing a team backlog, creating iterations, and so forth.

 

For more information, see "Managing a Project in an Agile View."

Also update:

-Using the Agile Burndown Chart

-Using the Agile Story Board

-Creating and Customizing Views

-Creating Tasks in a Project

-Working with the Gantt Chart

 

PrS: June 22

 

EA: June 29

 

GA: July 27

 Enable or Disable Groups of Email Notifications  

You can now enable or disable groups of related notification types when modifying email notification settings.

 

Prior to this change, you had to select and deselect notification options one at a time.

 

For more information, see "Configuring Email Notifications." 

 

PrS: June 22

 

EA: June 29

 

GA: July 27

Document Scanning Enhancements  

Now when you upload a document to Workfront, it is scanned for viruses. 

 

If the document you are attempting to upload is corrupted, Workfront cancels the upload process and a message appears, indicating the file is corrupt.

 

For more information about uploading a file to Workfront, see "Understanding How Workfront Detects Corrupted Files" in "Adding Documents to Workfront."

 

PrS: June 22

 

EA: June 29

 

GA: July 27

Manage User Assignments across One or More Projects

You can now manage user assignments across one or more projects for which you are the Resource Manager. You can assign a user to all tasks currently assigned to a job role, swap user assignments between users, or unassign a user from all tasks. 

 

For more information, see "Managing User Assignments."

 

For a video demonstration of this functionality, see "Manage User Assignments."

 

PrS: May 14

 

EA: May 21

 

GA: July 27

 
Add Resource Managers on a Project or Template  

The new Resource Manager role allows you to designate certain users who can perform resource scheduling actions on the project (currently, this includes the ability to manage user assignments across projects, as described in see "Managing User Assignments").

 

You can add Resource Managers on a specific project or to a project template.

 

Resource Managers is a new reportable field. For more information, see "Understanding Columns."

 

For more information about how to designate Resource Managers on a project, see "Designating Resource Managers for a Project or Template."

 

For a video demonstration of this functionality, see "Manage User Assignments."

PrS: May 14

 

EA: May 21

 

GA: July 27

 
Custom Status Group Enhancements  

The following improvements were made regarding custom statuses:

  • Create unique statuses and apply them to a specific group.
    Prior to this change, statuses could only be created and applied globally.
  • The system administrator can now create a status and lock it, which makes the custom statuses global.
  • The system administrator can create a custom status and leave it unlocked. This allows a status to be shared with a specific group. The group owner can then customize the status to fit their own group needs.
  • Group Owners can now create unique custom statuses for the groups they own.
    Prior to this change, only a system administrator could create and share custom statuses.
  • UI improvements when creating custom statuses.
    There have been some updates to the interface when creating a new status or editing existing statuses. This is to make the interface consistent with the look and feel of other areas of Workfront.

For more information, see "Creating and Customizing Statuses." 

Update the following articles at GA:

-Project Statuses

-Task Statuses

NOTE This functionality is available only within the Preview Sandbox environment

 

PrS: May 14

 

EA: N/A

 

GA: TBD

 
Control Access to Custom Forms 

You can now control who has access to a custom form by granting access to individual users, teams, roles, groups, or companies.

 

Prior to this change, you could grant access only to groups.

 

For more information, see "Creating Custom Forms."

 
 

PrS: Jan 23

 

EA: N/A

 

GA: TBD


See Document Updates

 Reorder Columns in Any List with Drag-and-Drop  

You can change the order of columns in any list by dragging a column from one location and dropping it in another.

 

This is especially useful when viewing the Gantt chart and the list view simultaneously and the column that you want to view is not displayed on the left side of the page. 

 

For more information, see "Modifying Column Width and Order."

EA: Feb 20

 

GA: TBD

 
 Improved Documents Area: Advanced Proofing Options during Proof Creation  

The following advanced proofing options are now available when creating proofs at the time that documents are uploaded to Workfront:

NOTE: These features are available only to customers who meet the following criteria:

  • Has stand-alone access to ProofHQ with an Unlimited license

  • Not an OEM customer (Must have access to ProofHQ outside of an OEM agreement)

EA: Jan 23

 

GA: August 24

 
 Improved Documents Area: Advanced Proofing Options on Existing Proofs  

The following advanced proofing options are now available after proofs are generated within Workfront:

  • Share a proof

    When you share a proof with a user who does not have proofing enabled in Workfront, and the proof is using an Automated Workflow, a new stage is created within the Automated Workflow. The user who you are sharing with is automatically added to this new stage when they view the proof for the first time.

    For more information, see "Sharing a Proof."

  • Configure access and subscription settings for a proof 

    Settings include: requiring an electronic signature for proofs, requiring users to log in, allowing users to subscribe to the proof, and more.

    For more information, see "Setting Up Access and Subscription Settings for a Proof." 
     

  • View progress and status of the proof on the Details tab of the document

    For more information, see "Viewing the Progress and Status of a Proof." 

     

NOTE: These features are available only to customers who meet the following criteria:

  • Has stand-alone access to ProofHQ with an Unlimited license

  • Not an OEM customer (Must have access to ProofHQ outside of an OEM agreement)

EA: Jan 23

 

GA: August 24

Proof Rich Media Files  

While we are excited to make rich media proofing available to our customers this month, this feature is not yet available. Look for more information on this functionality coming soon.

 

When this functionality is made available, you will be able to upload and proof rich media files, including ads with video streaming, banners that expand, flash elements, HTML5 animations, and applets.

 

Rich Media content submitted as a proof must be bundled in a .zip file.

 

For more information, see "Rich Media and Interactive Web Proofing" in "Creating a New Proof." [! This article is not yet complete.]

 

EA: N/A

 

GA: August 24

 Integration with Adobe Creative Cloud

The Workfront Extension for Adobe Creative Cloud is designed to allow you to save and export assets you create in the Creative Cloud to Workfront, thereby speeding up the approval and review process.

 

For more information, see "Workfront Extension for Adobe Creative Cloud."

 

Add-On available for download: April

 

GA: TBD

 

July 2016 Product Release Webinar

The July 2016 Release Webinar was presented by the Workfront Release Readiness team on July 27, 2016. This webinar is designed to help you better understand and fully benefit from the new features releasing in July 2016.

The webinar recording is available below.

Demo Videos

Assignment Swap Enhancements

Share Project Agile View

Project Agile View

Manage User Assignments

You can now manage user assignments across one or more projects for which you are designated as the Resource Manager.

Improved Documents Area

The new Documents area in Workfront was released to Early Access on January 23, 2016.

Control Access to Custom Forms