Custom Data
Auto Bill
Our Auto Bill solution can provide you peace of mind and save you time by automatically creating Workfront billing records to prevent accidental deletion of project data and lock down the associated time and financial information.
| HOW | Annual License, Glossy |
| WHAT | Financials |
| WHEN | Since 2017 |
| WHERE | Custom Data, Expenses, Hours, Issues, Other, Projects, Tasks |
| WHO | SysAdmin, Worker |
| WHY | Automation, Data Processing, 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 |
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 |
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 |
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.
| HOW | Free, Image, Video |
| WHAT | Configuration |
| WHEN | Since 2011 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Tasks, Users |
| WHO | Planner, SysAdmin |
| WHY | Data Processing, 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 |
Health Checker
Our Health Checker solution lets you systematically analyze your Workfront instance using key Business Rules to identify, assess, and then deactivate or purge data clutter
| HOW | Glossy, Purchase |
| WHAT | Configuration, Reporting |
| WHEN | Since 2021 |
| WHERE | Custom Data, Other, Portfolios, Programs |
| WHO | SysAdmin |
| WHY | Data Processing, Embedded, Simplification |
Heatmap
Our Heatmap solution offers you graphical, prioritized insight into which projects, roles, and users are covered, which ones are at risk, and which ones currently do not have adequate resourcing planned.
| HOW | Annual License, Glossy |
| WHAT | Reporting, Resourcing |
| WHEN | Since 2018 |
| WHERE | Custom Data, Hours, Issues, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Embedded, Simplification |
Hot Sheet
Our Hot Sheet solution efficiently distills your upcoming work down to those tasks planned to finish (or overdue) within the next 3, 4, or 5 business days across all projects, by every program within an entire portfolio
| HOW | Annual License, Glossy, Video |
| WHAT | Reporting, Resourcing |
| WHEN | Since 2018 |
| WHERE | Custom Data, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Worker |
| WHY | Embedded, 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.
| 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 |
Lite-Brite
Our Lite-Brite solution lets you control project plans and resourcing with Lite-Brite cells that show the Planned and/or Projected timing of Official Baselines and/or Current Workplans
| HOW | Annual License, Glossy, Video |
| WHAT | Calendaring, Reporting, Resourcing |
| WHEN | Since 2024 |
| WHERE | Companies, Custom Data, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Automation, Embedded, 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 |
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
| HOW | Annual License, Video, On Demand |
| WHAT | Configuration |
| WHEN | Since 2019 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | SysAdmin |
| WHY | Automation, Data Processing, Simplification |
PDF Calendar
Our PDF Calendar solution grants you the ability to create a branded, customizable, printable calendar of any Workfront projects and tasks of interest, simplifying communication in a familiar and friendly format.
| HOW | Annual License, Glossy, Video |
| WHAT | Calendaring, Reporting |
| WHEN | Since 2018 |
| WHERE | Custom Data, Other, Projects, Roles, Tasks, Users |
| WHO | Planner, Worker |
| WHY | 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 |
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.
| HOW | Annual License, Image, On Demand |
| WHAT | Configuration, Reporting |
| WHEN | Since 2012 |
| WHERE | Custom Data, Other |
| WHO | Planner, SysAdmin |
| WHY | Automation, Simplification |
Report Custom Forms and Parameters
Our Report Custom Forms 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.
| HOW | Annual License, Image, On Demand |
| WHAT | Configuration, Reporting |
| WHEN | Since 2012 |
| WHERE | Custom Data, Other |
| WHO | Planner, SysAdmin |
| WHY | Automation, Data Processing, Simplification |
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 |
Swimlane Report
Our Swimlane Report solution lets you easily tag Projects, Tasks, and Issues into a useful and combined Swimlane Report by Portfolio, Program, Project Owner, or Project.
| HOW | Annual License, Limited Trial, Glossy, Video |
| WHAT | Calendaring, Reporting |
| WHEN | Since 2023 |
| WHERE | Portfolios, Programs, Projects, Tasks, Issues, Custom Data |
| WHO | Executive, Planner |
| WHY | 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
| HOW | Annual License, Glossy, Video |
| WHAT | Budgeting, Calendaring, Reporting, Resourcing |
| WHEN | Since 2021 |
| WHERE | Custom Data, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner |
| 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 |
UberGantt
Our UberGantt solution grants you the ability to create a branded, customizable, printable Gantt chart of any Workfront projects and tasks of interest, simplifying communication in an insightful and professional format.
| HOW | Annual License, Glossy, Video |
| WHAT | Calendaring, Reporting |
| WHEN | Since 2017 |
| WHERE | Custom Data, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner, SysAdmin |
| WHY | Automation, Embedded, 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.
| HOW | Annual License, Image, On Demand |
| WHAT | Configuration |
| WHEN | Since 2013 |
| WHERE | Custom Data |
| WHO | Planner, SysAdmin |
| WHY | Automation, Data Processing, Simplification |
Update Category Generator
Our Update Category Generator solution gives you the 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
| HOW | Free, Image |
| WHAT | Configuration |
| WHEN | Since 2013 |
| WHERE | Custom Data |
| WHO | Planner, SysAdmin |
| WHY | Automation, 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
| HOW | Free, Glossy |
| WHAT | Configuration, Reporting |
| WHEN | Since 2020 |
| WHERE | Custom Data, Users |
| WHO | Executive, Planner, Requestor, SysAdmin, Worker |
| WHY | Embedded, 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.
| HOW | Image, Purchase |
| WHAT | Configuration, Reporting |
| WHEN | Since 2018 |
| WHERE | Custom Data, Issues, Other, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Embedded, 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.
| HOW | Free, Image, Purchase |
| WHAT | Configuration |
| WHEN | Since 2019 |
| WHERE | Companies, Custom Data, Issues, Other, Portfolios, Programs, Projects, Tasks, Users |
| WHO | Executive, Planner, Requestor, SysAdmin, Worker |
| WHY | Data 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.
| HOW | Glossy, Purchase |
| WHAT | Configuration |
| WHEN | Since 2017 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | SysAdmin |
| WHY | Automation, 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.
| HOW | Image, On Demand, Video |
| WHAT | Configuration |
| WHEN | Since 2014 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | SysAdmin |
| WHY | Automation, 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.
| HOW | Free, Image |
| WHAT | Configuration |
| WHEN | Since 2015 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | SysAdmin |
| WHY | Data 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.
| HOW | Image, Purchase |
| WHAT | Configuration |
| WHEN | Since 2014 |
| WHERE | Companies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | SysAdmin |
| WHY | Automation, Data Processing, Simplification |