Our Excel Updater Generator solution gives you the sample format for our Excel Updater solution along with an accompanying view definition (including custom data) ready to copy and paste right into Workfront.
| HOW | Free, Image, Video |
| WHAT | Configuration |
| WHEN | Since 2011 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Tasks, Users |
| WHO | Planner, SysAdmin |
| WHY | Data Processing, Simplification |
Our Excel Updater Generator solution gives you the sample format for our Excel Updater solution along with an accompanying view definition (including custom data) ready to copy and paste right into Workfront.
MORE DETAILS…
TIP: We invite you to learn about this solution below, and once you are ready, to then proceed here.
Our Excel Updater Generator solution gives you the sample format for our Excel Updater solution along with an accompanying view definition (including custom data) ready to copy and paste right into Workfront.
To use it…
Choose an object type, select a category, then run it to generate an Excel file with a PROJECTS/TASKS/ISSUES/etc tab containing columns for all core and custom parameters for the category that matches, and a text file with the accompanying view definition.
Copy the contents of the latter, edit it as desired (e.g. removing all but the ID, name, and custom data definitions), and then copy and paste the results into a new Workfront view to efficiently see all the desired column rather than having to drag and drop them through the Workfront view builder.
Filter to the data of interest within Workfront, apply the view, export the data to Excel, rename the exported tab, manipulate the data as desired, optionally add more rows, and then upload the file through our Excel Updater solution to synchronize the changes back into Workfront.
PRICING
Free
Our Scheduled Excel Updater solution offers you a straightforward approach to periodically load data into Workfront by automatically submitting files to our Excel Updater solution at a cadence you choose.
| HOW | Image, Purchase |
| WHAT | Actuals, Budgeting, Financials |
| WHEN | Since 2014 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Portfolios, Programs, Projects, Tasks, Users |
| WHO | Planner, SysAdmin |
| WHY | Automation, Data Processing, Schedulable, Simplification |
Our Excel Updater solution affords you a cost-effective path to integrate data into Workfront without having to learn the API, write code, or set up a server, and is ideal for both one time and reoccurring data loads.
| HOW | Annual License, Image, On Demand, Video |
| WHAT | Actuals, Budgeting, Configuration, Financials |
| WHEN | Since 2011 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Portfolios, Programs, Projects, Tasks, Users |
| WHO | Planner, SysAdmin |
| WHY | Data Processing, Schedulable, Simplification |