General Info

Challenge

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To generate a professional Estimate to PDF right from within Workfront, driving directly off a Project’s planned Tasks and Expenses

Solution

Transform your Workfront Project plan into a branded Estimate that’s ready to share with your customers.

For each Task, choose the desired “Include On Estimate” setting from among:

  • Yes: to show the Task “as is”, with Hours, Rate, and Total Amount
  • No: to hide the Task completely, including Hours, Rate, and Total Amount
  • Description Only: to show the Task for descriptive purposes, but exclude its Hours, Rate, and Total Amount
  • Roll Up Only: to suppress sub-tasks but roll up their Hours, (blended) Rate, and Total Amount

With just these few simple settings, you can tailor the Estimate to the right level of detail right off the real plan that will be used to execute the work. You can preview it, then when your ready, generate it, which then:

  • creates a unique Estimate Number for tracking purposes
  • generates an official PDF
  • automatically uploads the PDF into Workfront as a Project Document

Your first year’s annual license of our Estimate solution includes up to four hours for branding, installation, and training. And because it’s based on our Magic Reports technology, if you’d like us to tailor it to suit your needs exactly, we’d be happy to discuss a fixed quote to do so.

Pictures

Pricing

From   $7,999/Year (unlimited use)
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Related Files

AtAppStore_C_Estimate.png 294 KB

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