How to assign two roles to a user in Workfront with different start and end dates? | Community
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A
AvinashMe3
New Participant
July 3, 2025
Solved

How to assign two roles to a user in Workfront with different start and end dates?

  • July 3, 2025
  • 1 reply
  • 356 views

I have a user who is working on one of my projects on Workfront.
She needs to be assigned 2 roles which have different internal rates start/end dates.

Role 1 - Was already created in Workfront last year and is supposed to active only till 3rd June 2025
Role 2 - The internal rate is different from role 1 and needs to be effective from 4th June 2025.

This has to be done in such a way that does NOT affect all projects which the user was assigned to until 3rd June 2025. Please advise on how to do this? Thanks for your help in advance 🙂

Best answer by Lyndsy-Denk

Unfortunately I think this is going to be a fairly manual switch. Here's what I would do (as an admin who doesn't have Fusion because I suspect Fusion might be able to make this easier for you):

  1. Add both job roles to the user. The weight of these job roles might be 100/0 until after the new role takes full effect. Then you'd have to manually update to 0/100.
  2. Use Workload Balancer to isolate tasks that this user needs to be assigned to based on date range.
  3. Assign the user with Role 1 for the earlier tasks. You can double-check the role assignment in the Advanced Assignments area of the task.
  4. Assign the user with Role 2 for the later tasks.
  5. Deactivate the old job on the date the new one takes effect.
  6. Run additional filtering in Workload Balancer on that transition day to double-check that assignments were properly made to the right roles for the user.

1 reply

Lyndsy-Denk
Lyndsy-DenkAccepted solution
New Participant
July 8, 2025

Unfortunately I think this is going to be a fairly manual switch. Here's what I would do (as an admin who doesn't have Fusion because I suspect Fusion might be able to make this easier for you):

  1. Add both job roles to the user. The weight of these job roles might be 100/0 until after the new role takes full effect. Then you'd have to manually update to 0/100.
  2. Use Workload Balancer to isolate tasks that this user needs to be assigned to based on date range.
  3. Assign the user with Role 1 for the earlier tasks. You can double-check the role assignment in the Advanced Assignments area of the task.
  4. Assign the user with Role 2 for the later tasks.
  5. Deactivate the old job on the date the new one takes effect.
  6. Run additional filtering in Workload Balancer on that transition day to double-check that assignments were properly made to the right roles for the user.
    A
    AvinashMe3Author
    New Participant
    July 17, 2025

    So sorry for the late reply. Thanks a mighty ton for getting back to me. Really appreciate your help with this:)

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