Expenses
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 |
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 |
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 |
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 |
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 |
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 |
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 |