AFA Burn Check

Our AFA (Approved, Forecast and Actuals) Burn Check solution helps you assess and improve the key data that drives our AFA Burn Report and AFA Burn List solutions.

HOWFree, Glossy, Video
WHATActuals, Budgeting, Configuration, Financials, Reporting, Resourcing
WHENSince 2023
WHEREHours, Other, Portfolios, Programs, Projects, Roles, Tasks. Users
WHOExecutive, Planner
WHYEmbedded, Simplification

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.

HOWAnnual License, Limited Trial, Glossy
WHATActuals, Budgeting, Financials, Reporting, Resourcing
WHENSince 2023
WHEREOther, Portfolios, Programs, Projects
WHOExecutive, Planner, Worker
WHYEmbedded, 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.

HOWAnnual License, Limited Trial, Glossy, Video
WHATActuals, Budgeting, Financials, Reporting, Resourcing
WHENSince 2023
WHEREOther, Projects, Roles, Users
WHOExecutive, Planner, Worker
WHYEmbedded, Simplification

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

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.

HOWAnnual License, Glossy, Video
WHATActuals, Calendaring, Reporting, Resourcing
WHENSince 2021
WHERECompanies, Custom Data, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner, Requestor, Worker
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 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

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.

HOWAnnual License, Glossy
WHATActuals, Reporting, Resourcing
WHENSince 2018
WHERECustom Data, Hours, Issues, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner
WHYAutomation, 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.

HOWAnnual License, Glossy, On Demand, Video
WHATActuals, Configuration
WHENSince 2020
WHERECustom Data, Other, Tasks
WHOPlanner, SysAdmin, Worker
WHYAutomation, 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

HOWGlossy, Purchase
WHATConfiguration, Reporting
WHENSince 2021
WHERECustom Data, Other, Portfolios, Programs
WHOSysAdmin
WHYData Processing, 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

HOWAnnual License, Glossy, Video
WHATReporting, Resourcing
WHENSince 2018
WHERECustom Data, Other, Portfolios, Programs, Projects, Tasks
WHOWorker
WHYEmbedded, 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.

HOWAnnual License, Image, Video
WHATActuals, Budgeting, Configuration, Financials, Reporting, Resourcing, Resourcing
WHENSince 2018
WHERECustom Data, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOExecutive, Planner, SysAdmin, Worker
WHYAutomation, Data Processing, Embedded, Schedulable, 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

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

HOWAnnual License, Glossy, Video
WHATActuals, Calendaring, Reporting, Resourcing
WHENSince 2023
WHERECustom Data, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner
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

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.

HOWAnnual License, Glossy, Video
WHATCalendaring, Reporting
WHENSince 2018
WHERECustom Data, Other, Projects, Roles, Tasks, Users
WHOPlanner, Worker
WHYEmbedded, 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

HOWAnnual License, Glossy, Video
WHATReporting
WHENSince 2021
WHEREHours, Issues, Other, Portfolios, Programs, Projects, Tasks, Users
WHOExecutive, Planner, Worker
WHYEmbedded, 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.

HOWAnnual License, Image, On Demand, Video
WHATActuals, Configuration, Financials, Reporting
WHENSince 2011
WHERECustom Data, Other
WHOExecutive, Planner, SysAdmin
WHYAutomation, Data Processing, Simplification

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.

HOWAnnual License, Image, On Demand
WHATConfiguration, Reporting
WHENSince 2012
WHERECustom Data, Other
WHOPlanner, SysAdmin
WHYAutomation, 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.

HOWAnnual License, Image, On Demand
WHATConfiguration, Reporting
WHENSince 2012
WHERECustom Data, Other
WHOPlanner, SysAdmin
WHYAutomation, 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.

HOWAnnual License, Glossy
WHATBudgeting, Configuration, Reporting, Resourcing
WHENSince 2020
WHEREHours, Issues, Other, Projects, Roles, Tasks, Users
WHOPlanner, Worker
WHYAutomation, 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

HOWAnnual License, Glossy
WHATActuals, Calendaring, Reporting, Resourcing
WHENSince 2021
WHERECustom Data, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner
WHYAutomation, Embedded, 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

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

HOWAnnual License, Glossy, Video
WHATActuals, Budgeting, Calendaring, Configuration, Reporting, Resourcing
WHENSince 2024
WHERECustom Data, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOExecutive, Planner, Worker
WHYAutomation, 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.

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

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.

HOWImage, Purchase
WHATConfiguration, Reporting
WHENSince 2018
WHERECustom Data, Issues, Other, Tasks, Users
WHOExecutive, Planner, Worker
WHYEmbedded, 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.

HOWFree, Image, Purchase
WHATConfiguration
WHENSince 2019
WHERECompanies, Custom Data, Issues, Other, Portfolios, Programs, Projects, Tasks, Users
WHOExecutive, Planner, Requestor, SysAdmin, Worker
WHYData 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