Workfront Snapshot

TIP: We invite you to learn about this solution below, and once you are ready, to then proceed here.

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).

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. Our roadmap to gain 100% coverage is fully documented through five major phases, but we have made no commitments as to when we will deliver future releases. 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.