Does anyone have an example of a governance document for WorkFront? | Community
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New Participant
August 18, 2023
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Does anyone have an example of a governance document for WorkFront?

  • August 18, 2023
  • 2 replies
  • 1749 views

Looking for a template or examples for WorkFront governance.

Best answer by Lyndsy-Denk

I stripped down my user governance docs attached so that you have an outline to consider. It's not in the attached, but you might also want to think about Companies, Groups, and event Teams in relation to Users. The Access Level Excel I attached is helpful for visual comparison, which is not easy to do in Workfront. Add or delete columns to reflect your system. The gray-filled cells are defaults that you cannot change.

I hope that helps!

2 replies

Lyndsy-Denk
Lyndsy-DenkAccepted solution
New Participant
August 21, 2023

I stripped down my user governance docs attached so that you have an outline to consider. It's not in the attached, but you might also want to think about Companies, Groups, and event Teams in relation to Users. The Access Level Excel I attached is helpful for visual comparison, which is not easy to do in Workfront. Add or delete columns to reflect your system. The gray-filled cells are defaults that you cannot change.

I hope that helps!

sljonashiAuthor
New Participant
August 21, 2023

Thank you Lyndsy, This will be a good start to build our governess for WorkFront.

Madalyn_Destafney
New Participant
August 18, 2023

Hi there, this is a very broad question. Anything you’re looking for specifically? Object sharing/permissions, user licenses/access levels, etc.?

If this helped you, please mark correct to help others : )
sljonashiAuthor
New Participant
August 19, 2023

Licenses for onboarding new planners and workers.

Kundanism
New Participant
August 20, 2023