(See Video)
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 |
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 |
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 |