Data Processing
Assign Resources
Our Assign Resources solution can save you a tremendous amount of time by automatically scheduling routine Workfront tasks so that you can then focus on the important and exceptional items that warrant human intervention.
| HOW | Annual License, Glossy, On Demand |
| WHAT | Resourcing |
| WHEN | Since 2014 |
| WHERE | Projects, Tasks, Users |
| WHO | Planner, SysAdmin, Worker |
| WHY | Automation, Data Processing, Schedulable |
Assign Roles
Our Assign Roles solution can easily update routine Workfront tasks from generic to specific roles, simplifying your template maintenance and improving the accuracy of your scheduling decisions.
| HOW | Annual License, Glossy, On Demand |
| WHAT | Resourcing |
| WHEN | Since 2014 |
| WHERE | Projects, Roles, Tasks |
| WHO | Planner, SysAdmin, Worker |
| WHY | Automation, Data Processing, Schedulable |
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 |
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 |
Deassign Resources
Our Deassign Resources solution can help you quickly adapt to changing priorities by automatically deassigning routine Workfront tasks, freeing up resources for more important projects (via our Assign Resources solution).
| HOW | Annual License, Image, On Demand |
| WHAT | Resourcing |
| WHEN | Since 2014 |
| WHERE | Projects, Tasks, Users |
| WHO | Planner, SysAdmin |
| WHY | Automation, Data Processing, Schedulable |
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 |
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 |
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 |
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 |
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 |
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 |
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 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 |
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.
| HOW | Annual License, Glossy |
| WHAT | Budgeting, Configuration, Reporting, Resourcing |
| WHEN | Since 2020 |
| WHERE | Hours, Issues, Other, Projects, Roles, Tasks, Users |
| WHO | Planner, Worker |
| WHY | Automation, 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.
| 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 |
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.
| HOW | Annual License, Glossy |
| WHAT | Configuration |
| WHEN | Since 2013 (Enhanced 2022) |
| WHERE | Projects, Tasks |
| WHO | Planner, SysAdmin, Worker |
| WHY | Automation, 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.
| 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 |
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.
| HOW | Annual License, Image |
| WHAT | Configuration, Reporting |
| WHEN | Since 2017 |
| WHERE | Issues, Projects, Tasks, Users |
| WHO | Executive, Planner, SysAdmin, Worker |
| WHY | Data Processing, 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 |
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 |