SysAdmin
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 |
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 |
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 |
Packages
Our Packages 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 |
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 |
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 |
Sync Template
Our Sync Template solution frees you from analysis paralysis on templates: boldly use them to create projects, periodically adapt their tasks as things change, then synchronize those adjustments out to their projects.
HOW | Annual License, Glossy |
WHAT | Configuration |
WHEN | Since 2013 (Enhanced 2022) |
WHERE | Projects, Tasks |
WHO | Planner, SysAdmin, Worker |
WHY | Automation, Data Processing, Simplification |
Update Category
Our Update Category solution allows you to quickly manipulate categories, including adding, removing, and reordering parameters and parameter groups, as well as modifying and validating calculated parameter formulas.
HOW | Annual License, Image, On Demand |
WHAT | Configuration |
WHEN | Since 2013 |
WHERE | Custom Data |
WHO | Planner, SysAdmin |
WHY | Automation, Data Processing, Simplification |
Update Category Generator
Our Update Category Generator solution gives you the current definition of an existing custom form as an Excel file in the proper format you can then easily manipulate and upload using our Update Category solution
HOW | Free, Image |
WHAT | Configuration |
WHEN | Since 2013 |
WHERE | Custom Data |
WHO | Planner, SysAdmin |
WHY | Automation, Data Processing, 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 |