Workfront Snapshot

Our Workfront Snapshot solution makes it possible for you to back up your own Workfront data in a self serve and downloadable fashion, then use results for conversion, archival, or advanced analytic reporting purposes.

HOWImage, On Demand, Video
WHATConfiguration
WHENSince 2014
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOSysAdmin
WHYAutomation, Data Processing, Schedulable, Simplification

  1. Solution
    Product Intro Slide
    snapshot

    Workfront Snapshot

    Create Backups

    Our Workfront Snapshot solution makes it possible for you to back up your own Workfront data in a self serve and downloadable fashion, then use results for conversion, archival, or advanced analytic reporting purposes.

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    Workfront Snapshot

     
    • Use the slider above to learn about this Solution's functionality
    • Review the More Details section below to understand how to use it
    • Consider the Pricing section and its value to you (noting payment comes later)
    • When you are ready to proceed, click the button above
     

    MORE DETAILS…
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    Our Workfront Snapshot solution makes it possible for you to back up your own Workfront data in a self serve and downloadable fashion, then use results for conversion, archival, or advanced analytic reporting purposes.

    To use it…

    Run it to pull the current data from your Workfront environment and store it in a relational format inside a Microsoft Access (MDB) file. The MDB includes your Portfolios, Programs, Templates, Projects, Tasks, Issues, Iterations, Users, Groups, Roles, Teams, Hours, Hour Types, Timesheets, Billing Records, Notes, Exchange Rates, Billing Rates, Dashboards, Reports, Filters, Views, GroupBys, as well as Custom Forms. You can also schedule it to run Monthly or Weekly.

    You are welcome to download this zipped sample Workfront Snapshot file for planning and tested purposes (requires Microsoft Access).

    Or you can generate your own Workfront Snapshot Schema for free. The schema doesn’t have any of the data, but all the tables including your own custom forms are there (requires Microsoft Access).

    You can also purchase our Workfront Snapshot Viewer to easily visualize the data in your Workfront Snapshots (includes free Microsoft Access runtime).

    NOTE: although our Snapshots include the most commonly used portions of the Workfront schema (e.g. Projects, Tasks, Issues, Users, Hours, etc.), not every object is covered, nor are certain newer data types such as External Lookup, Native Field Reference, Descriptive Text, Image, Adobe XD
    PDF, Video, etc.) Opportunistically, as clients who are committing to run our Snapshot on a scheduled basis request certain tables (such as FINDAT), we may add those at the time, in appreciation of their business. At some point, if a client serious enough in obtaining 100% coverage offers to expedite our development by funding a good portion of it, we would be happy to explore that option. Also, please be aware that there is a technical limitation of 2GB per Snapshot, so depending on the amount of data in your environment, it may be necessary to run multiple Snapshots.

    PRICING
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    $ 1,799 Single Run (e.g. ad-hoc)
    $ 5,399 (25% off) for up to 4 Runs per year (e.g. quarterly)
    $13,999 (35% off) for up to 12 Runs per year (e.g. monthly)
    $21,999 (50% off) for up to 24 Runs per year (e.g. bi-monthly)
    $36,999 (60% off) for up to 52 Runs per year (e.g. weekly)

    Documents are excluded but can be provided separately starting at $0.50/document (minimum $500, average document size <10MB)

    Archiving assistance is available upon request for an additional fee

     

    Other Configuration Solutions…

    Configuration solutions include both setup (aka “plumbing”) and data, and help you perform actions within your environment more efficiently and elegantly than doing so manually

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