Configure system-wide project preferences
The highlighted information on this page refers to functionality not yet generally available. It is available only in the Preview environment for all customers. After the monthly releases to Production, the same features are also available in the Production environment for customers who enabled fast releases.
For information about fast releases, see Enable or disable fast releases for your organization.
As an ÃÛ¶¹ÊÓƵ Workfront administrator, you can configure the default preferences for all projects created throughout the system. These preferences impact project, task, and issue behavior.
Access requirements
You must have the following access to perform the steps in this article:
table 0-row-2 1-row-2 2-row-2 layout-auto html-authored no-header | |
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ÃÛ¶¹ÊÓƵ Workfront plan | Any |
ÃÛ¶¹ÊÓƵ Workfront license |
New: Standard Or Current: Plan |
Access level configurations | System Administrator |
For more detail about the information in this table, see Access requirements in Workfront documentation.
Configure project preferences for the entire organization
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Click the Main Menu icon in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon in the upper-left corner, then click Setup .
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In the left panel, click Project Preferences > Projects.
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On the Project Preferences page, continue with one of the 4 sections listed below to configure preferences for Project Status, Timelines, Business Cases, and Life after Death.
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If you want all groups throughout the organization to use the same project preferences, ensure that each preference is locked (this is the default).
note important IMPORTANT When a project preference is locked, any changes you make to that preference are inherited by all groups in the system. It’s important to communicate with the users and groups throughout your organization to ensure that all needs are accounted for in the way you configure project preferences. For information about unlocking a preference so that all groups can configure and manage it on their own, see Lock or unlock project preferences for all groups in the system.
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Click Save.
Project Status project-status
Configure any of the following preferences for newly created projects throughout the system:
Timelines timelines
Configure any of the following preferences for newly created projects throughout the system:
Business Cases business-cases
You can create a Business Case for newly created projects throughout the system to submit project requests. You can define preferences to determine which areas are visible on the Business Case form. We recommend that you enable these options so that other tools, such as the Portfolio Optimizer, update properly. For more information about what each field displays, see Define a Business Case: article index.
After the Workfront administrator enables the sections on the Business Case, a Project Owner can then create a Business Case at the project level. For information about creating a Business Case, see Create a Business Case for a project.
Life After Death life-after-death
Configure any of the following preferences for newly created projects throughout the system: