(See Glossy)
AFA Burn List
Our AFA (Approved, Forecast and Actuals) Burn List solution tracks Rates, Hours and Hour Costs at the Total, Portfolio, Program, and Project level
| HOW | Annual License, Limited Trial, Glossy |
| WHAT | Actuals, Budgeting, Financials, Reporting, Resourcing |
| WHEN | Since 2023 |
| WHERE | Other, Portfolios, Programs, Projects |
| WHO | Executive, Planner, Worker |
| WHY | Embedded, Simplification |
AFA Burn Report with Baselineᐩ
Our AFA (Approved, Forecast and Actuals) Burn Report solution tracks margins at the Project, Department, Role, and User level over time
| HOW | Annual License, Limited Trial, Glossy, Video |
| WHAT | Actuals, Budgeting, Financials, Reporting, Resourcing |
| WHEN | Since 2023 |
| WHERE | Other, Projects, Roles, Users |
| WHO | Executive, Planner, Worker |
| WHY | Embedded, Simplification |
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 |
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 |
| 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 |
Capital Tracking
Our Capital Tracking solution includes everything you need to budget, approve, and track Capital Budget vs Actual counts, dollars, and project types on both a monthly and cumulative basis.
| HOW | Annual License, Glossy |
| WHAT | Actuals, Budgeting, Financials, Reporting |
| WHEN | Since 2019 |
| WHERE | Companies, Portfolios, Programs, Projects |
| WHO | Executive, Planner |
| 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 |
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 |
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 |
Open Issues
Our Open Issues solution helps track, trend, and improve your Request / Issue Management in real time
| HOW | Annual License, Limited Trial, Glossy, Video |
| WHAT | Reporting |
| WHEN | Since 2022 |
| WHERE | Issues, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Embedded, 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 |
Project Status Report
Our Project Status Report solution provides a data driven one-page Project Status Report in a single click, whenever you need it
| HOW | Annual License, Limited Trial, Glossy, Video |
| WHAT | Reporting |
| WHEN | Since 2021 |
| WHERE | Hours, Issues, Other, Portfolios, Programs, Projects, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Embedded, 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 |
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, Reporting, Resourcing |
| WHEN | Since 2021 |
| WHERE | Custom Data, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner |
| WHY | Automation, 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.
| HOW | Annual License, Glossy |
| WHAT | Configuration |
| WHEN | Since 2013 (Enhanced 2022) |
| WHERE | Projects, Tasks |
| WHO | Planner, SysAdmin, Worker |
| WHY | Automation, Data Processing, 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 |
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.
| HOW | Annual License, Glossy |
| WHAT | Actuals, Calendaring, Configuration, Resourcing |
| WHEN | Since 2019 |
| WHERE | Hours, Issues, Projects, Tasks, Users |
| WHO | Executive, Planner, Requestor, SysAdmin, Worker |
| WHY | Embedded, 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 |
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 |