Portfolios
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.
| HOW | Free, Glossy, Video |
| WHAT | Actuals, Budgeting, Configuration, Financials, Reporting, Resourcing |
| WHEN | Since 2023 |
| WHERE | Hours, Other, Portfolios, Programs, Projects, Roles, Tasks. Users |
| WHO | Executive, Planner |
| WHY | Embedded, 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.
| 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 |
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, Video |
| 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 |
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 |
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 |
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 |
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 |
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 |
MarCom Gantt
Our MarCom Gantt solution lets you easily create, compare, sort, and adjust key Program level planning data including colorized Phase dates, Priority and % Complete.
| HOW | Annual License, Limited Trial, Glossy, Video |
| WHAT | Budgeting, Calendaring, Reporting |
| WHEN | Since 2023 |
| WHERE | Portfolios, Programs, Projects |
| WHO | Executive, Planner |
| WHY | 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
| HOW | Annual License, Glossy, Video |
| WHAT | Actuals, Calendar, Reporting, Resourcing |
| WHEN | Since 2023 |
| WHERE | Custom Data, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner |
| 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 |
Orange Prints
Our Orange Prints 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 |
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, Glossy, Video |
| WHAT | Reporting |
| WHEN | Since 2021 |
| WHERE | Hours, Issues, Other, Portfolios, Programs, Projects, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | 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, Calendar, Reporting, Resourcing |
| WHEN | Since 2021 |
| WHERE | Custom Data, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner |
| WHY | Automation, 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 |
Swimlane Report
Our Swimlane Report solution lets you easily tag Projects, Tasks, and Issues into a useful and combined Swimlane Report by Portfolio, Program, Project Owner, or Project.
| HOW | Annual License, Limited Trial, Glossy, Video |
| WHAT | Calendaring, Reporting |
| WHEN | Since 2023 |
| WHERE | Portfolios, Programs, Projects, Tasks, Issues, Custom Data |
| WHO | Executive, Planner |
| WHY | Embedded, 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 |
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 |