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Schedulable

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.

HOWAnnual License, Glossy, On Demand
WHATResourcing
WHENSince 2014
WHEREProjects, Tasks, Users
WHOPlanner, SysAdmin, Worker
WHYAutomation, 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.

HOWAnnual License, Glossy, On Demand
WHATResourcing
WHENSince 2014
WHEREProjects, Roles, Tasks
WHOPlanner, SysAdmin, Worker
WHYAutomation, Data Processing, Schedulable

Create Baselines

Our Create Baselines solution can automatically create a baseline for multiple Workfront projects on a scheduled basis, providing you a wealth of reporting information to leverage for trends and insight.

HOWAnnual License, Image On Demand
WHATActuals, Resourcing
WHENSince 2012
WHEREProjects, Tasks
WHOExecutive, Planner, SysAdmin
WHYAutomation, Data Processing, Schedulable, Simplification

Deassign Resources

Our Deassign Resources solution can help you quickly adapt to changing priorities by automatically deassigning routine Workfront tasks, freeing up resources for more important projects (via our Assign Resources solution).

HOWAnnual License, Image, On Demand
WHATResourcing
WHENSince 2014
WHEREProjects, Tasks, Users
WHOPlanner, SysAdmin
WHYAutomation, Data Processing, Schedulable

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.

HOWAnnual License, Image, On Demand, Video
WHATActuals, Budgeting, Configuration, Financials
WHENSince 2011
WHERECompanies, Custom Data, Expenses, Hours, Issues, Portfolios, Programs, Projects, Tasks, Users
WHOPlanner, SysAdmin
WHYData Processing, Schedulable, 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

Force Timeline Recalculation

Our Force Timeline Recalculation solution provides you a simple, schedulable way to automatically recalculate the timelines for all projects matching a selected filter, ensuring they are up to date.

HOWAnnual License, Image, On Demand
WHATActuals, Configuration
WHENSince 2016
WHEREProjects, Tasks
WHOExecutive, Planner, Requestor, SysAdmin, Worker
WHYAutomation, Data Processing, Schedulable

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

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

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.

HOWImage, Purchase
WHATActuals, Budgeting, Financials
WHENSince 2014
WHERECompanies, Custom Data, Expenses, Hours, Issues, Portfolios, Programs, Projects, Tasks, Users
WHOPlanner, SysAdmin
WHYAutomation, 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.

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

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

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