Actuals
Actuals solutions include dates, costs, and/or hours, and help you assess where things are really at, relative to your plans
AFA Burn Check
Our AFA (Approved, Forecast and Actuals) Burn Check solution helps you assess and improve the key data that drives our AFA Burn Report and AFA Burn List solutions.
| HOW | Free, Glossy, Video |
| WHAT | Actuals, Budgeting, Configuration, Financials, Reporting, Resourcing |
| WHEN | Since 2023 |
| WHERE | Hours, Other, Portfolios, Programs, Projects, Roles, Tasks. Users |
| WHO | Executive, Planner |
| WHY | Embedded, Simplification |
AFA Burn List
Our AFA (Approved, Forecast and Actuals) Burn List solution tracks Rates, Hours and Hour Costs at the Total, Portfolio, Program, and Project level.
| HOW | Annual License, Limited Trial, Glossy |
| WHAT | Actuals, Budgeting, Financials, Reporting, Resourcing |
| WHEN | Since 2023 |
| WHERE | Other, Portfolios, Programs, Projects |
| WHO | Executive, Planner, Worker |
| WHY | Embedded, Simplification |
AFA Burn Report with Baselineᐩ
Our AFA (Approved, Forecast and Actuals) Burn Report solution tracks margins at the Project, Department, Role, and User level over time.
| HOW | Annual License, Limited Trial, Glossy, Video |
| WHAT | Actuals, Budgeting, Financials, Reporting, Resourcing |
| WHEN | Since 2023 |
| WHERE | Other, Projects, Roles, Users |
| WHO | Executive, Planner, Worker |
| WHY | Embedded, Simplification |
Baselineᐩ
Our Baselineᐩ solution automatically generates Baselines for the Projects of interest, PLUS the underlying margin details and can even include custom data
| HOW | Annual License, Glossy, Video |
| WHAT | Actuals, Budgeting, Calendaring, Financials, Reporting |
| WHEN | Since 2023 |
| WHERE | Custom Data, Expenses, Hours, Other, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, SysAdmin |
| WHY | Automation, Data Processing, Embedded, Simplification |
Budget Vs Actual
Our Budget vs Actual solution lets you set your Portfolio, Program, and/or Project level budgets for the upcoming year, then monitor Budget vs Actual dollars and % throughout the year.
| HOW | Annual License, Glossy |
| WHAT | Actuals, Budgeting, Financials, Reporting |
| WHEN | Since 2020 |
| WHERE | Companies, Custom Data, Expenses, Hours, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner, SysAdmin |
| WHY | Embedded, Simplification |
Budget Vs Actual Quarterly Burn
Our Budget vs Actual Quarterly Burn solution lets you set each Project's Annual Requested Amount and Quarterly Budgets, then track and monitor actuals to manage the quarterly dollars and % Burn .
| HOW | Annual License, Glossy |
| WHAT | Actuals, Budgeting, Financials, Reporting |
| WHEN | Since 2021 |
| WHERE | Companies, Custom Data, Expenses, Hours, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner, SysAdmin |
| WHY | Embedded, Simplification |
Capacity Charts
Our Capacity Charts solution can provide you real value as early as possible by allowing you to easily create insightful resource management reports with only basic Workfront setup, maximizing your benefits and ROI.
| HOW | Annual License, Glossy, Video |
| WHAT | Actuals, Reporting, Resourcing |
| WHEN | Since 2017 |
| WHERE | Custom Data, Hours, Issues, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Embedded, Simplification |
Capital Tracking
Our Capital Tracking solution includes everything you need to budget, approve, and track Capital Budget vs Actual counts, dollars, and project types on both a monthly and cumulative basis.
| HOW | Annual License, Glossy |
| WHAT | Actuals, Budgeting, Financials, Reporting |
| WHEN | Since 2019 |
| WHERE | Companies, Portfolios, Programs, Projects |
| WHO | Executive, Planner |
| WHY | Embedded, Simplification |
Create Baselines
Our Create Baselines solution can automatically create a baseline for multiple Workfront projects on a scheduled basis, providing you a wealth of reporting information to leverage for trends and insight.
| HOW | Annual License, Image On Demand |
| WHAT | Actuals, Resourcing |
| WHEN | Since 2012 |
| WHERE | Projects, Tasks |
| WHO | Executive, Planner, SysAdmin |
| WHY | Automation, Data Processing, Schedulable, Simplification |
Editorial Calendar
Our Editorial Calendar solution distills your Social Media Plans into a centralized, image-enabled set of calendars you can easily filter, adjust, print, act upon, and monitor, all in real time.
| HOW | Annual License, Glossy, Video |
| WHAT | Actuals, Calendaring, Reporting, Resourcing |
| WHEN | Since 2021 |
| WHERE | Companies, Custom Data, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner, Requestor, Worker |
| WHY | Embedded, Simplification |
Enterprise Stopwatch
Our Enterprise Stopwatch solution can improve and expand your users' adoption of Workfront by making it simple and convenient for everyone to track time from their browser, tablet, or smart phone, as the work occurs.
| HOW | Annual License, Image, Video |
| WHAT | Actuals, Resourcing |
| WHEN | Since 2018 |
| WHERE | Hours, Issues, Projects, Tasks, Users |
| WHO | Requestor, Worker |
| WHY | Data Processing, Embedded, Simplification |
Estimate/Invoice
Our Estimate/Invoice solution allows you to efficiently tailor and create a branded, auto-numbered, professional estimate and/or invoice, driving directly off a project's planned tasks and expenses, then save it to PDF.
| HOW | Annual License, Glossy, Video |
| WHAT | Actuals, Budgeting, Financials, Reporting, Resourcing |
| WHEN | Since 2018 |
| WHERE | Custom Data, Expenses, Hours, Issues, Other, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Automation, Embedded, Simplification |
Excel Updater
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 |
Executive Status Report
Our Executive Status Report solution delivers you unparalleled insight with meaningful, executive-worthy project status reports, including branding, Gantt chart, task highlighting, and issue trending.
| HOW | Annual License, Glossy |
| WHAT | Actuals, Reporting, Resourcing |
| WHEN | Since 2018 |
| WHERE | Custom Data, Hours, Issues, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner |
| WHY | Automation, Embedded, Simplification |
Extract Document Text
Our Extract Document Text solution allows you to schedule and automatically extract text from PDFs, docx, and doc files stored into custom parameters you can then search for a particular word or phrase.
| HOW | Annual License, Glossy, On Demand, Video |
| WHAT | Actuals, Configuration |
| WHEN | Since 2020 |
| WHERE | Custom Data, Other, Tasks |
| WHO | Planner, SysAdmin, Worker |
| WHY | Automation, Data Processing, Schedulable |
Force Timeline Recalculation
Our Force Timeline Recalculation solution provides you a simple, schedulable way to automatically recalculate the timelines for all projects matching a selected filter, ensuring they are up to date.
| HOW | Annual License, Image, On Demand |
| WHAT | Actuals, Configuration |
| WHEN | Since 2016 |
| WHERE | Projects, Tasks |
| WHO | Executive, Planner, Requestor, SysAdmin, Worker |
| WHY | Automation, Data Processing, Schedulable |
JITR™
Our JITR™ (Just In Time Resourcing) bundle saves you a significant amount in annual licensing fees across a powerful, related set of our most valuable Resource and Scheduling solutions.
| HOW | Annual License, Image, Video |
| WHAT | Actuals, Budgeting, Configuration, Financials, Reporting, Resourcing, Resourcing |
| WHEN | Since 2018 |
| WHERE | Custom Data, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, SysAdmin, Worker |
| WHY | Automation, Data Processing, Embedded, Schedulable, Simplification |
Magic Reports
Our Magic Reports solution allows you to engage us to create informative and professional custom reports tailored to your exact specification, maximizing the value of your Workfront data, your images, and your investment.
| HOW | Annual License, Glossy |
| WHAT | Actuals, Budgeting, Calendaring, Configuration, Financials, Reporting, Resourcing |
| WHEN | Since 2017 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Requestor, SysAdmin, Worker |
| WHY | Automation, Embedded, Simplification |
Multi Baseline Report
Our Multi Baseline Report solution lets you assess "Baseline Drift" by tagging Tasks with custom icons then filtering for Projects, Tasks, and Baselines of interest
| HOW | Annual License, Glossy, Video |
| WHAT | Actuals, Calendaring, Reporting, Resourcing |
| WHEN | Since 2023 |
| WHERE | Custom Data, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner |
| WHY | Automation, Embedded, Simplification |
Recalc Helper
Our Recalc Helper solution provides you a quick way to easily recalculate the custom form calculated expressions, project timelines, or project finances for all items matching a selected filter, right from within Workfront.
| HOW | Annual License, Image, On Demand, Video |
| WHAT | Actuals, Configuration, Financials, Reporting |
| WHEN | Since 2011 |
| WHERE | Custom Data, Other |
| WHO | Executive, Planner, SysAdmin |
| WHY | Automation, Data Processing, Simplification |
Recalc Parameters
Our Recalc Parameters solution improves the quality of your Workfront data by ensuring your custom data calculations are updated on a suitable scheduled cadence, increasing your confidence....and their value.
| HOW | Annual License, Image, On Demand |
| WHAT | Actuals, Configuration, Financials, Reporting |
| WHEN | Since 2011 |
| WHERE | Custom Data |
| WHO | Executive, Planner, SysAdmin |
| WHY | Automation, Data Processing, Schedulable |
Roadmap
Our Roadmap solution lets you tag existing Tasks with data driven bar colors, fonts, and icons to efficiently generate real time professional Roadmap reports at various levels of detail
| HOW | Annual License, Glossy |
| WHAT | Actuals, Calendaring, Reporting, Resourcing |
| WHEN | Since 2021 |
| WHERE | Custom Data, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner |
| WHY | Automation, Embedded, Simplification |
Scheduled Excel Updater
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 |
SQLtoXLS
Our SQLtoXLS solution equips you to extract data from your SQL based legacy business systems into Excel on a scheduled basis so they can then be sent to Workfront using our Scheduled Excel Updater solution.
| HOW | Image, Purchase |
| WHAT | Actuals, Budgeting, Financials, Resourcing |
| WHEN | Since 2012 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Planner, SysAdmin |
| WHY | Automation, Data Processing, Schedulable |
Swimlane ADVANCED
Our Swimlane ADVANCED solution lets you draw the Big Picture Your Way by creating Swimlane reports with customizable Panels, Timeframes, Swimlanes, Icons, Labels and Colors
| HOW | Annual License, Glossy, Video |
| WHAT | Actuals, Budgeting, Calendaring, Configuration, Reporting, Resourcing |
| WHEN | Since 2024 |
| WHERE | Custom Data, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Automation, Embedded, Simplification |
UberCalc
Our UberCalc solution is a swiss army knife of functions you can use to enhance Workfront, such as generating job numbers, aggregating data, designing custom tabs with specialized workflows, and much more.
| HOW | Annual License, Glossy |
| WHAT | Actuals, Budgeting, Configuration, Financials, Resourcing |
| WHEN | Since 2018 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Planner, SysAdmin, Worker |
| WHY | Automation, Data Processing, Embedded, Simplification |
UberTimesheet
Our UberTimesheet solution can improve and expand your users' adoption of Workfront by making it simple and convenient for everyone to track time from their browser, tablet, or smart phone, after the fact.
| HOW | Annual License, Glossy |
| WHAT | Actuals, Calendaring, Configuration, Resourcing |
| WHEN | Since 2019 |
| WHERE | Hours, Issues, Projects, Tasks, Users |
| WHO | Executive, Planner, Requestor, SysAdmin, Worker |
| WHY | Embedded, Simplification |