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Access needed to manage resources in the Workload Balancer

Last update: Fri Sep 06 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Without correct access or permissions, you may not be able to view or manage your work assignments in the Workload Balancer.

You must have access to view the users whose workload you want to view or manage in the Workload Balancer. In addition to this, you must have the correct access level and the correct permissions on the projects the work is associated with.

ÃÛ¶¹ÊÓƵ Workfront plan needed to use the Workload Balancer for different areas

The following table illustrates the connection between the Workfront plan your company has and where in the system you can use the Workload Balancer:

Workfront Plan (Current)
Areas where you can access the Workload Balancer
Team or higher
Workload Balancer for a team or a project
Pro or higher
Workload Balancer for multiple projects, at the system level
Workfront Plan (New)
Areas where you can access the Workload Balancer
Any
Access the Workload Balancer anywhere in Workfront

For information about the Workfront plans, see .

For information about where you can locate the Workload Balancer in Workfront, see Locate the Workload Balancer.

Access needed to view the Workload Balancer

You must have the following access to view the Workload Balancer:

ÃÛ¶¹ÊÓƵ Workfront license

New: Standard

or

Current: Plan, to view the Workload Balancer in the Resourcing area;
Work, to view the Workload Balancer of a team or project

Access level configurations

View or higher access to Resource Management

For information about the Resource Management access level, see the article Grant access to Resource Management.

Object permissions

You must have View permissions on the project whose assignments you want to view.

For information about project permissions, see the article Share a project in ÃÛ¶¹ÊÓƵ Workfront.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Access needed to manage assignments in the Workload Balancer

You must have the following access to manage the Workload Balancer:

ÃÛ¶¹ÊÓƵ Workfront license

New: Standard

or

Current: Plan, to manage assignments in the Workload Balancer in the Resourcing area;
Work, to manage assignments in the Workload Balancer of a team or project

Access level configurations

Edit access to Resource Management

For information about the Resource Management access level, see the article Grant access to Resource Management.

Object permissions

Contribute or higher permissions on the project whose assignments you want to manage which includes permissions to make assignments.

For information about project permissions, see the article Share a project in ÃÛ¶¹ÊÓƵ Workfront.

For more detail about the information in this table, see Access requirements in Workfront documentation.

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