Reporting
Reporting solutions include every aspect of your data, and help you leverage the efforts you’ve put into collecting it by presenting it in engaging, insightful, actionable ways that reinforce and extend its value
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 |
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 |
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 |
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 |
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 Dashboards
Our Executive Dashboards solution allows your executives to easily compare the absolute and relative activity within Workfront across a variety of metrics in a manner designed to improve both productivity and adoption.
| HOW | Image, Purchase |
| WHAT | Reporting |
| WHEN | Since 2016 |
| WHERE | Issues, Projects, Tasks, Users |
| WHO | Executive, Planner |
| WHY | 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 |
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 |
Lite-Brite
Our Lite-Brite solution lets you control project plans and resourcing with Lite-Brite cells that show the Planned and/or Projected timing of Official Baselines and/or Current Workplans
| HOW | Annual License, Glossy, Video |
| WHAT | Calendaring, Reporting, Resourcing |
| WHEN | Since 2024 |
| WHERE | Companies, Custom Data, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Automation, 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 |
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, Calendaring, 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 |
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 |
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.
| HOW | Annual License, Image, On Demand, Video |
| WHAT | Actuals, Configuration, Financials, Reporting |
| WHEN | Since 2011 |
| WHERE | Custom Data, Other |
| WHO | Executive, Planner, SysAdmin |
| WHY | Automation, Data Processing, Simplification |
Recalc Parameters
Our Recalc Parameters solution improves the quality of your Workfront data by ensuring your custom data calculations are updated on a suitable scheduled cadence, increasing your confidence....and their value.
| HOW | Annual License, Image, On Demand |
| WHAT | Actuals, Configuration, Financials, Reporting |
| WHEN | Since 2011 |
| WHERE | Custom Data |
| WHO | Executive, Planner, SysAdmin |
| WHY | Automation, Data Processing, Schedulable |
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.
| HOW | Annual License, Image, On Demand |
| WHAT | Configuration, Reporting |
| WHEN | Since 2012 |
| WHERE | Custom Data, Other |
| WHO | Planner, SysAdmin |
| WHY | Automation, 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.
| HOW | Annual License, Image, On Demand |
| WHAT | Configuration, Reporting |
| WHEN | Since 2012 |
| WHERE | Custom Data, Other |
| WHO | Planner, SysAdmin |
| WHY | Automation, 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.
| 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, Calendaring, Reporting, Resourcing |
| WHEN | Since 2021 |
| WHERE | Custom Data, Other, Portfolios, Programs, Projects, Tasks |
| WHO | Executive, Planner |
| WHY | Automation, Embedded, Simplification |
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
| HOW | Annual License, Glossy, Video |
| WHAT | Actuals, Budgeting, Calendaring, Configuration, Reporting, Resourcing |
| WHEN | Since 2024 |
| WHERE | Custom Data, Other, Portfolios, Programs, Projects, Roles, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Automation, Embedded, Simplification |
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 |
UberFilter
Our UberFilter solution can spare you loads of report cloning and maintenance effort by letting your users choose a dashboard level filter that will update the filters of all related reports at once vs separate prompting.
| HOW | Annual License, Image |
| WHAT | Configuration, Reporting |
| WHEN | Since 2017 |
| WHERE | Issues, Projects, Tasks, Users |
| WHO | Executive, Planner, SysAdmin, Worker |
| WHY | 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 |
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 |
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.
| HOW | Image, Purchase |
| WHAT | Configuration, Reporting |
| WHEN | Since 2018 |
| WHERE | Custom Data, Issues, Other, Tasks, Users |
| WHO | Executive, Planner, Worker |
| WHY | Embedded, Simplification |