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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

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
WHATBudgeting, Financials, Reporting
WHENSince 2020
WHERECompanies, Custom Data, Expenses, Hours, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner, SysAdmin
WHYEmbedded, 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.

HOWAnnual License, Glossy
WHATActuals, Reporting, Resourcing
WHENSince 2017
WHERECustom Data, Hours, Issues, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOExecutive, Planner, Worker
WHYEmbedded, 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.

HOWAnnual License, Glossy
WHATActuals, Budgeting, Financials, Reporting
WHENSince 2019
WHERECompanies, Portfolios, Programs, Projects
WHOExecutive, Planner
WHYEmbedded, Simplification

Editorial Calendar

Our Editorial Calendar solution distills your Social Media Plans into an centralized, image-centric 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

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.

HOWImage, Purchase
WHATReporting
WHENSince 2016
WHEREIssues, Projects, Tasks, Users
WHOExecutive, Planner
WHYEmbedded, 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

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

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.

HOWAnnual License, Glossy
WHATReporting, Resourcing
WHENSince 2018
WHERECustom Data, Hours, Issues, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOExecutive, Planner, Worker
WHYEmbedded, 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

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

HOWFree, 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

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.

HOWAnnual License, Image, On Demand
WHATActuals, Configuration, Financials, Reporting
WHENSince 2011
WHERECustom Data
WHOExecutive, Planner, SysAdmin
WHYAutomation, 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.

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

Report Categories and Parameters

Our Report Categories 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, Reporting, Resourcing
WHENSince 2021
WHERECustom Data, Other, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner
WHYAutomation, 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

HOWAnnual License, Glossy, Video
WHATBudgeting, Calendaring, Reporting, Resourcing
WHENSince 2021
WHERECustom Data, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner
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

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.

HOWAnnual License, Image
WHATConfiguration, Reporting
WHENSince 2017
WHEREIssues, Projects, Tasks, Users
WHOExecutive, Planner, SysAdmin, Worker
WHYData 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.

HOWAnnual License, Glossy, Video
WHATCalendaring, Reporting
WHENSince 2017
WHERECustom Data, Portfolios, Programs, Projects, Tasks
WHOExecutive, Planner, SysAdmin
WHYAutomation, 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.

HOWFree, Glossy
WHATConfiguration, Reporting
WHENSince 2020
WHERECustom Data, Users
WHOExecutive, Planner, Requestor, SysAdmin, Worker
WHYEmbedded, 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