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.

HOWFree, Glossy, Video
WHATActuals, Budgeting, Configuration, Financials, Reporting, Resourcing
WHENSince 2023
WHEREHours, Other, Portfolios, Programs, Projects, Roles, Tasks. Users
WHOExecutive, Planner
WHYEmbedded, 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.

HOWAnnual License, Limited Trial, Glossy
WHATActuals, Budgeting, Financials, Reporting, Resourcing
WHENSince 2023
WHEREOther, Portfolios, Programs, Projects
WHOExecutive, Planner, Worker
WHYEmbedded, 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.

HOWAnnual License, Limited Trial, Glossy, Video
WHATActuals, Budgeting, Financials, Reporting, Resourcing
WHENSince 2023
WHEREOther, Projects, Roles, Users
WHOExecutive, Planner, Worker
WHYEmbedded, Simplification

Baselineᐩ

Our Baselineᐩ solution automatically generates Baselines for the Projects of interest, PLUS the underlying margin details and can even include custom data

HOWAnnual License, Glossy, Video
WHATActuals, Budgeting, Calendaring, Financials, Reporting
WHENSince 2023
WHERECustom Data, Expenses, Hours, Other, Projects, Roles, Tasks, Users
WHOExecutive, Planner, SysAdmin
WHYAutomation, 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.

HOWAnnual License, Glossy
WHATActuals, Budgeting, Financials, Reporting
WHENSince 2020
WHERECompanies, Custom Data, Expenses, Hours, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner, SysAdmin
WHYEmbedded, 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 .

HOWAnnual License, Glossy
WHATActuals, Budgeting, Financials, Reporting
WHENSince 2021
WHERECompanies, Custom Data, Expenses, Hours, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner, SysAdmin
WHYEmbedded, 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.

HOWAnnual License, Glossy, Video
WHATActuals, Reporting, Resourcing
WHENSince 2017
WHERECustom Data, Hours, Issues, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOExecutive, Planner, Worker
WHYEmbedded, 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.

HOWAnnual License, Glossy
WHATActuals, Budgeting, Financials, Reporting
WHENSince 2019
WHERECompanies, Portfolios, Programs, Projects
WHOExecutive, Planner
WHYEmbedded, 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.

HOWAnnual License, Image On Demand
WHATActuals, Resourcing
WHENSince 2012
WHEREProjects, Tasks
WHOExecutive, Planner, SysAdmin
WHYAutomation, 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.

HOWAnnual License, Glossy, Video
WHATActuals, Calendaring, Reporting, Resourcing
WHENSince 2021
WHERECompanies, Custom Data, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner, Requestor, Worker
WHYEmbedded, 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.

HOWAnnual License, Image, Video
WHATActuals, Resourcing
WHENSince 2018
WHEREHours, Issues, Projects, Tasks, Users
WHORequestor, Worker
WHYData 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.

HOWAnnual License, Glossy, Video
WHATActuals, Budgeting, Financials, Reporting, Resourcing
WHENSince 2018
WHERECustom Data, Expenses, Hours, Issues, Other, Projects, Roles, Tasks, Users
WHOExecutive, Planner, Worker
WHYAutomation, 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.

HOWAnnual License, Image, On Demand, Video
WHATActuals, Budgeting, Configuration, Financials
WHENSince 2011
WHERECompanies, Custom Data, Expenses, Hours, Issues, Portfolios, Programs, Projects, Tasks, Users
WHOPlanner, SysAdmin
WHYData 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.

HOWAnnual License, Glossy
WHATActuals, Reporting, Resourcing
WHENSince 2018
WHERECustom Data, Hours, Issues, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner
WHYAutomation, 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.

HOWAnnual License, Glossy, On Demand, Video
WHATActuals, Configuration
WHENSince 2020
WHERECustom Data, Other, Tasks
WHOPlanner, SysAdmin, Worker
WHYAutomation, 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.

HOWAnnual License, Image, On Demand
WHATActuals, Configuration
WHENSince 2016
WHEREProjects, Tasks
WHOExecutive, Planner, Requestor, SysAdmin, Worker
WHYAutomation, 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.

HOWAnnual License, Image, Video
WHATActuals, Budgeting, Configuration, Financials, Reporting, Resourcing, Resourcing
WHENSince 2018
WHERECustom Data, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOExecutive, Planner, SysAdmin, Worker
WHYAutomation, 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.

HOWAnnual License, Glossy
WHATActuals, Budgeting, Calendaring, Configuration, Financials, Reporting, Resourcing
WHENSince 2017
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOExecutive, Planner, Requestor, SysAdmin, Worker
WHYAutomation, 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

HOWAnnual License, Glossy, Video
WHATActuals, Calendaring, Reporting, Resourcing
WHENSince 2023
WHERECustom Data, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner
WHYAutomation, 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.

HOWAnnual License, Image, On Demand, Video
WHATActuals, Configuration, Financials, Reporting
WHENSince 2011
WHERECustom Data, Other
WHOExecutive, Planner, SysAdmin
WHYAutomation, 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.

HOWAnnual License, Image, On Demand
WHATActuals, Configuration, Financials, Reporting
WHENSince 2011
WHERECustom Data
WHOExecutive, Planner, SysAdmin
WHYAutomation, 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

HOWAnnual License, Glossy
WHATActuals, Calendaring, Reporting, Resourcing
WHENSince 2021
WHERECustom Data, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner
WHYAutomation, 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.

HOWImage, Purchase
WHATActuals, Budgeting, Financials
WHENSince 2014
WHERECompanies, Custom Data, Expenses, Hours, Issues, Portfolios, Programs, Projects, Tasks, Users
WHOPlanner, SysAdmin
WHYAutomation, 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.

HOWImage, Purchase
WHATActuals, Budgeting, Financials, Resourcing
WHENSince 2012
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOPlanner, SysAdmin
WHYAutomation, 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

HOWAnnual License, Glossy, Video
WHATActuals, Budgeting, Calendaring, Configuration, Reporting, Resourcing
WHENSince 2024
WHERECustom Data, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOExecutive, Planner, Worker
WHYAutomation, 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.

HOWAnnual License, Glossy
WHATActuals, Budgeting, Configuration, Financials, Resourcing
WHENSince 2018
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOPlanner, SysAdmin, Worker
WHYAutomation, 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.

HOWAnnual License, Glossy
WHATActuals, Calendaring, Configuration, Resourcing
WHENSince 2019
WHEREHours, Issues, Projects, Tasks, Users
WHOExecutive, Planner, Requestor, SysAdmin, Worker
WHYEmbedded, Simplification