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WHY is each solution useful?

We created every one of our solutions to solve a real challenge for our clients. To learn more about them, you can click See Glossy, See Image, or See Image to then see the solutions that have a Glossy (aka Brochure), an Image, and/or a Video; or click Automation, Data Processing, Embedded (aka a “plugin”, as if it was part of Workfront itself), Schedulable, or Simplification to see the solutions that originated with those respective intentions for improving our clients’ Workfront experience.

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

Auto Bill

Our Auto Bill solution can provide you peace of mind and save you time by automatically creating Workfront billing records to prevent accidental deletion of project data and lock down the associated time and financial information.

HOWAnnual License, Glossy
WHATFinancials
WHENSince 2017
WHERECustom Data, Expenses, Hours, Issues, Other, Projects, Tasks
WHOSysAdmin, Worker
WHYAutomation, Data Processing, Embedded, Simplification

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

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

Draggable Calendar

Our Draggable Calendar solution can revitalize the way you interact with Workfront tasks, increasing user satisfaction while improving accuracy, timeliness, and communication in a tactile, intuitive fashion.

HOWAnnual License, Glossy, Video
WHATCalendaring, Resourcing
WHENSince 2018
WHERECustom Data, Projects, Tasks
WHOPlanner, Worker
WHYData Processing, Embedded, 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

Enterprise Stopwatch

Our Enterprise Stopwatch solution can improve and expand your users' adoption of Workfront by making it simple and convenient for everyone to track time from their browser, tablet, or smart phone, as the work occurs.

HOWAnnual License, Image, Video
WHATActuals, Resourcing
WHENSince 2018
WHEREHours, Issues, Projects, Tasks, Users
WHORequestor, Worker
WHYData Processing, Embedded, 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

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

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.

HOWFree, Image, Video
WHATConfiguration
WHENSince 2011
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Tasks, Users
WHOPlanner, SysAdmin
WHYData Processing, 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

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

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

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

HOWAnnual License, Glossy, On Demand
WHATConfiguration
WHENSince 2019
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOSysAdmin
WHYAutomation, Data Processing, Simplification

PDF Calendar

Our PDF Calendar solution grants you the ability to create a branded, customizable, printable calendar of any Workfront projects and tasks of interest, simplifying communication in a familiar and friendly format.

HOWAnnual License, Glossy, Video
WHATCalendaring, Reporting
WHENSince 2018
WHERECustom Data, Other, Projects, Roles, Tasks, Users
WHOPlanner, Worker
WHYEmbedded, 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 Contouring

Our Resource Contouring 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

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

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.

HOWAnnual License, Image
WHATConfiguration
WHENSince 2013
WHEREProjects, Tasks
WHOPlanner, SysAdmin, Worker
WHYAutomation, Data Processing, 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

UberTimesheet

Our UberTimesheet solution can improve and expand your users' adoption of Workfront by making it simple and convenient for everyone to track time from their browser, tablet, or smart phone, after the fact.

HOWAnnual License, Glossy
WHATActuals, Calendaring, Configuration, Resourcing
WHENSince 2019
WHEREHours, Issues, Projects, Tasks, Users
WHOExecutive, Planner, Requestor, SysAdmin, Worker
WHYEmbedded, 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.

HOWAnnual License, Image, On Demand
WHATConfiguration
WHENSince 2013
WHERECustom Data
WHOPlanner, SysAdmin
WHYAutomation, Data Processing, Simplification

Update Category Generator

Our 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.

HOWFree, Image
WHATConfiguration
WHENSince 2013
WHERECustom Data
WHOPlanner, SysAdmin
WHYAutomation, Data Processing, 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

WFPro Packages

We invite you to consider the ever-expanding number of WFPro Packages from our partners at www.wf-pro.com by clicking here to visit their catalog.

HOWFree, Image, Purchase
WHATConfiguration
WHENSince 2019
WHERECompanies, Custom Data, Issues, Other, Portfolios, Programs, Projects, Tasks, Users
WHOExecutive, Planner, Requestor, SysAdmin, Worker
WHYData Processing, Embedded, 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.

HOWGlossy, Purchase
WHATConfiguration
WHENSince 2017
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOSysAdmin
WHYAutomation, 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.

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

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.

HOWFree, Image
WHATConfiguration
WHENSince 2015
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOSysAdmin
WHYData 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.

HOWImage, Purchase
WHATConfiguration
WHENSince 2014
WHERECompanies, Custom Data, Expenses, Hours, Issues, Other, Portfolios, Programs, Projects, Roles, Tasks, Users
WHOSysAdmin
WHYAutomation, Data Processing, Simplification