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Configuration

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

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

Excel Updater Generator

Our Excel Updater Generator solution gives you the sample format for our Excel Updater solution along with an accompanying view definition (including custom data) ready to copy and paste right into Workfront.

HOWFree, Image, Video
WHATConfiguration
WHENSince 2011
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Tasks, Users
WHOPlanner, SysAdmin
WHYData Processing, 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

Packages

Our Packages solution enables you to efficiently select a set of related Workfront objects and/or data from one environment, save them, and then deploy them to another environment

HOWAnnual License, Glossy, On Demand
WHATConfiguration
WHENSince 2019
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOSysAdmin
WHYAutomation, Data Processing, 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

Report all Report Details

Our Report all Report Details solution automatically documents your Workfront report configuration into an Excel spreadsheet that you can easily filter to assess the impact of renaming parameters and plan accordingly.

HOWAnnual License, Image, On Demand
WHATConfiguration, Reporting
WHENSince 2012
WHERECustom Data, Other
WHOPlanner, SysAdmin
WHYAutomation, Simplification

Report Categories and Parameters

Our Report Categories and Parameters solution automatically enumerates your Workfront categories and parameters into an Excel spreadsheet that you can use for clean up, maintenance planning, and backup documentation.

HOWAnnual License, Image, On Demand
WHATConfiguration, Reporting
WHENSince 2012
WHERECustom Data, Other
WHOPlanner, SysAdmin
WHYAutomation, Data Processing, Simplification

Resource Contouring

Our Resource Contouring 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

Sync Template

Our Sync Template solution frees you from analysis paralysis on templates: boldly use them to create projects, periodically adapt their tasks as things change, then synchronize those adjustments out to their projects.

HOWAnnual License, Image
WHATConfiguration
WHENSince 2013
WHEREProjects, Tasks
WHOPlanner, SysAdmin, Worker
WHYAutomation, Data Processing, 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

UberFilter

Our UberFilter solution can spare you loads of report cloning and maintenance effort by letting your users choose a dashboard level filter that will update the filters of all related reports at once vs separate prompting.

HOWAnnual License, Image
WHATConfiguration, Reporting
WHENSince 2017
WHEREIssues, Projects, Tasks, Users
WHOExecutive, Planner, SysAdmin, Worker
WHYData 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

Update Category

Our Update Category solution allows you to quickly manipulate categories, including adding, removing, and reordering parameters and parameter groups, as well as modifying and validating calculated parameter formulas.

HOWAnnual License, Image, On Demand
WHATConfiguration
WHENSince 2013
WHERECustom Data
WHOPlanner, SysAdmin
WHYAutomation, Data Processing, Simplification

Update Category Generator

Our current definition of an existing custom form as an Excel file in the proper format you can then easily manipulate and upload using our Update Category solution.

HOWFree, Image
WHATConfiguration
WHENSince 2013
WHERECustom Data
WHOPlanner, SysAdmin
WHYAutomation, Data Processing, Simplification

User Initials

Our User Initials solution defaults the Initials for users who have not yet uploaded their photo to make your environment more engaging.

HOWFree, Glossy
WHATConfiguration, Reporting
WHENSince 2020
WHERECustom Data, Users
WHOExecutive, Planner, Requestor, SysAdmin, Worker
WHYEmbedded, Simplification

UserWatch

Our UserWatch solution equips you with a set of informative Workfront based reports on a centralized dashboard which you can use to monitor usage and encourage adoption in an easy, transparent, and fun manner.

HOWImage, Purchase
WHATConfiguration, Reporting
WHENSince 2018
WHERECustom Data, Issues, Other, Tasks, Users
WHOExecutive, Planner, Worker
WHYEmbedded, Simplification

WFPro Packages

We invite you to consider the ever-expanding number of WFPro Packages from our partners at www.wf-pro.com by clicking here to visit their catalog.

HOWFree, Image, Purchase
WHATConfiguration
WHENSince 2019
WHERECompanies, Custom Data, Issues, Other, Portfolios, Programs, Projects, Tasks, Users
WHOExecutive, Planner, Requestor, SysAdmin, Worker
WHYData Processing, Embedded, Simplification

Workfront Merge/Split

Our Workfront Merge/Split solution provides you the proven means of preserving your existing configuration and data as you either Merge two or more Workfront environments into one, or Split one into two.

HOWGlossy, Purchase
WHATConfiguration
WHENSince 2017
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOSysAdmin
WHYAutomation, Data Processing, Simplification

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

Workfront Snapshot Schema

Our Workfront Snapshot Schema solution gives you a preview of what your own Workfront Snapshot will look like (without any data) so you can plan for conversion, archival, or advanced analytic reporting purposes.

HOWFree, Image
WHATConfiguration
WHENSince 2015
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOSysAdmin
WHYData Processing, Simplification

Workfront Snapshot Viewer

Our Workfront Snapshot Viewer solution provided you with an easy way to view and navigate your Workfront Snapshot data without having to learn the Workfront data model, write queries, or maintain code.

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