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.

HOWAnnual License, Glossy
WHATFinancials
WHENSince 2017
WHERECustom Data, Expenses, Hours, Issues, Other, Projects, Tasks
WHOSysAdmin, Worker
WHYAutomation, 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

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

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

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

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, Video, On Demand
WHATConfiguration
WHENSince 2019
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOSysAdmin
WHYAutomation, 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.

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

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

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