Budgeting

Budgeting solutions include hours and expenses, and help you visualize and manage where they stand over time, using numbers and/or graphics

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

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

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

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

MarCom Gantt

Our MarCom Gantt solution lets you easily create, compare, sort, and adjust key Program level planning data including colorized Phase dates, Priority and % Complete.

HOWAnnual License, Limited Trial, Glossy, Video
WHATBudgeting, Calendaring, Reporting
WHENSince 2023
WHEREPortfolios, Programs, Projects
WHOExecutive, Planner
WHYEmbedded, Simplification

Resource Grid

Our Resource Grid solution lets you visualize and manage resources using rollup Hours by Day, Week, or Month with no "Special Math" required.

HOWAnnual License, Glossy
WHATBudgeting, Configuration, Reporting, Resourcing
WHENSince 2020
WHEREHours, Issues, Other, Projects, Roles, Tasks, Users
WHOPlanner, Worker
WHYAutomation, Data Processing, 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

Timeline

Our Timeline solution lets you choose one or more Critical Tasks, set their Path Colors, then view Timeline to trace the resulting multiple Critical Paths through all predecessors and feeder projects

HOWAnnual License, Glossy, Video
WHATBudgeting, Calendaring, Reporting, Resourcing
WHENSince 2021
WHERECustom Data, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner
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