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.
| HOW | Annual License, Glossy, On Demand |
| WHAT | Resourcing |
| WHEN | Since 2014 |
| WHERE | Projects, Tasks, Users |
| WHO | Planner, SysAdmin, Worker |
| WHY | Automation, 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.
| HOW | Annual License, Glossy, On Demand |
| WHAT | Resourcing |
| WHEN | Since 2014 |
| WHERE | Projects, Roles, Tasks |
| WHO | Planner, SysAdmin, Worker |
| WHY | Automation, 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.
| HOW | Annual License, Image On Demand |
| WHAT | Actuals, Resourcing |
| WHEN | Since 2012 |
| WHERE | Projects, Tasks |
| WHO | Executive, Planner, SysAdmin |
| WHY | Automation, 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).
| HOW | Annual License, Image, On Demand |
| WHAT | Resourcing |
| WHEN | Since 2014 |
| WHERE | Projects, Tasks, Users |
| WHO | Planner, SysAdmin |
| WHY | Automation, Data Processing, Schedulable |
Doc Sync
Our Doc Sync solution lets you schedule one or more jobs to Synchronize filtered Documents into a target folder on your local network for expanded access and backup purposes
| HOW | Annual License, Glossy |
| WHAT | Configuration |
| WHEN | Since 2025 |
| WHERE | Issues, Other, Projects, Tasks |
| WHO | Executive, Planner, Requestor, SysAdmin, Worker |
| WHY | Automation, 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.
| 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 |
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.
| HOW | Annual License, Glossy, On Demand, Video |
| WHAT | Actuals, Configuration |
| WHEN | Since 2020 |
| WHERE | Custom Data, Other, Tasks |
| WHO | Planner, SysAdmin, Worker |
| WHY | Automation, 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.
| HOW | Annual License, Image, On Demand |
| WHAT | Actuals, Configuration |
| WHEN | Since 2016 |
| WHERE | Projects, Tasks |
| WHO | Executive, Planner, Requestor, SysAdmin, Worker |
| WHY | Automation, 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.
| 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 |
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 |
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 |
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 |
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 |