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Energy Success Catalog as of Nov 26, 2024

Create Baselines

 
Challenge
To automatically create a Baseline for multiple WorkFront Projects on a scheduled basis.
Solution
This App lets you choose a WorkFront Project Filter. A Baseline is created of each Project that matches the WorkFront Filter. The cost is per Project baselined. This is a schedulable App, allowing it to automatically be run daily or weekly, or with advanced Filtering, by status period (e.g. bi-weekly, 1st and 16th, etc.). This App is also eligible for an Annual Subscription.
Particulars
Cost:  $0.25/Project
to a maximum of:
$199/Day
$399/Week
$999/Month
$4,999/Year
Instructional Video:  No

Double-Recalc Custom Parameters

 
Challenge
To automatically recalc all WorkFront Custom Expressions twice, ensuring they are up to date.
Solution
This App lets you select any WorkFront Object that supports Custom Data and any Filter you choose from your own WorkFront Account. Run it to twice-recalculate every Custom Expression in every Category that matches the Filter. The cost is per Execution, regardless of the number of Parameters recalculated. This App can also be scheduled to help ensure that your Calculated Data is always up to date.
Particulars
Cost:  $5/App Run
to a maximum of:
$49/Day
$199/Week
$499/Month
$2,499/Year
Instructional Video:  No

Draggable Calendar

 
Challenge
Drag Tasks from one date to another.
Solution
An easy to use way of dragging Workfront Tasks to different days.
Particulars
Cost:  Annual Subscription
$2,999/Year
Instructional Video:  No

ESP Scheduler

 
Challenge
To quickly prioritize WorkFront Projects for a key resource, driving out new Task Start Dates accordingly.
Solution
This App lets you choose a Key Resource, select a Start Date, and then drag and drop in priority order the WorkFront Projects that the Key Resource will work on, but has not started. Run it to update all of the underlying Tasks Start Dates accordingly for the Key Resource and any dependant Tasks, if required. The cost is per WorkFront Project updated, but with no charge for a Project whose Task Start Dates already match.
Particulars
Cost:  Annual Subscription
$19,999/Year
Instructional Video:  No

Excel Updater

 
Challenge
How do I import from Excel into Workfront? I have data in other business systems that I need imported into Workfront. I can generate Excel reports. A full data integration is overkill. Importing from Excel into Workfront seems like the simplest approach.
Solution
This App lets you select an Excel file. Run it to upload the Excel file and process its COMPANIES, DOCUMENTS, EXPENSES, ISSUES, PORTFOLIOS, PROGRAMS, PROJECTS, TASKS, and USERS tab, and import the data from Excel into Workfront. The cost is per Workfront row updated, but with no charge for a row whose Excel file data matches what is already in Workfront. The tabs in the Excel file can list new values for Workfront core fields (e.g. Name, Description, etc.), as well as Parameter fields (e.g. those in Custom Data). You can also to overwrite, prepend, or append text values.
Particulars
Cost:  $0.50/Item
to a maximum of:
$499/Day
$1,999/Week
$7,499/Month
$24,999/Year
Instructional Video:  No

Excel Updater Generator

 
Challenge
To generate an Excel file with a PROJECTS/TASKS/ISSUES/etc Tab that defines all core and Custom Parameter fields in a given Workfront Custom Form for use in the Excel Updater App.
Solution
This App lets you select a Custom Form. Run it to generate an Excel file with a PROJECTS/TASKS/ISSUES/etc tab containing columns for all core and Custom Parameters for the Workfront Custom Form that matches. This is a free App.
Particulars

Executive Dashboards

 
Challenge
To allow 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.
Solution
The Executive Dashboards Package is a collection of informative dashboards and reports that present the relative USER, PROJECT, TASK, and ISSUE activity of from a particular Org Chart Level (OCL) as the sum of their subordinates, down the chain of command. The Executive Dashboards are also UberFilter enabled, which allows you to define and save additional filters of interest and quickly apply them across the all the reports on the dashboard at once, rather than having to set individual prompts every time. UberFilter is sold separately, but does come with a 7 day free trial. TIP: If you prefer not to license the UberFilter, we recommend applying the "My Subordinates" filters across all of the Executive Dashboards, leave them in that state, and remove the UberFilter section from each Dashboard. That way, when each person is logged in, they will automatically see the information from their vantage point "down" through their subordinates.
Particulars
Cost:  $1,499
Instructional Video:  No

Force Timeline Recalculation

 
Challenge
To automatically recalc WorkFront Timelines, ensuring they are up to date.
Solution
This App lets you select any Projects Filter you choose from your own WorkFront Account. Run it to force Workfront to recalculate timelines on the matching projects. The cost is per Execution, regardless of the number of Projects recalculated. This App can also be scheduled to help ensure that your timelines are always up to date.
Particulars
Cost:  $5/App Run
to a maximum of:
$49/Day
$199/Week
$499/Month
$2,499/Year
Instructional Video:  No

Overlay Custom Data (OCD)

 
Challenge
To restrict Custom Data so that users in different Groups see only the Parameters they need.
Solution
This is an AddIn App that runs from directly within WorkFront. It allows you to create an Overlay Custom Data (OCD) dashboard, which uses Category Groups to restrict which Parameters are editable, read only, and/or visible to different Users. See attached for an example. This App is licensed annually based on the number of Users in your instance plus the fees per edit as below. Discounts apply for clients with more than 100 users. Please email the info@espsuite.ca for a quote.
Particulars
Cost:  $0.25/Save
to a maximum of:
$199/Day
$399/Week
$999/Month
$4,999/Year
Instructional Video:  No

Project Heatmap

 
Challenge
Balance resources and prioritization of projects using a simple 12-month color coded chart that plainly shows which projects are covered, which ones are at risk, and which ones currently do not have adequate resourcing planned.
Solution
The ESPSuite Project Heatmap allows project resourcing to be visualized in a simple but very useful way. For a requested resource group and time frame, a three color chart is generated that shows when, and for which project, that the requested resource is likely to be thin or unavailable. At a glance, a project coordinator can instantly tell which higher priority projects are fully covered by resources (shown in green), which projects are at risk (yellow), and which ones currently do not have adequate resources to even begin (red). By adjusting resource assignments, project priority, and re-running the Heatmap, important work can be kept in the green. This provides an elegant and simple way to balance resources and priority. Note: The Project Heatmap chart is based on the Resource Estimate and Resource Pools data as configured and viewed in the project Business Case and Capacity Planner sections of AtTask. The Project Priority field is used to rank projects for the Heat Map (although an alternate and numeric custom project form field can also be configured through the use of a dashboard parameter. Default timeframes and roles can be set in the dashboard link as well).
Particulars
Cost:  Annual Subscription
$2,999/Year
Instructional Video:  No

Project Roadmap

 
Challenge
To easily present a one year Project Roadmap of certain projects in a professional looking format, vs the ?hours of PowerPoint? currently wasted to manually prepare such information.
Solution
The Project Roadmap App allows you to select an WorkFront Project Filter and a Starting Month. It then automatically retrieves all of the Projects that match the Filter and are Projected to be within the one year of the Starting Month (even partially). Each Project is displayed as a single Gantt bar within a scrollable one-year canvas, with each bar colored according to its WorkFront Status, and the name of each Project on (or next to) its bar. You can hover on each bar to see the Projected Start and End Dates, use the arrow buttons to move forward or backward through time in one month intervals, and scroll up and down to see more information.
Particulars
Cost:  Annual Subscription
$999/Year
Instructional Video:  No

Projects Search

 
Challenge
To easily search Worfront for projects, and create/delete projects as required.
Solution
To easily search Worfront for projects, and create/delete projects as required.
Particulars
Cost:  Annual Subscription
$999/Year
Instructional Video:  No

Recalculate Helper

 
Challenge
To easily recalculate WorkFront Custom Form Expressions, Project Timelines or Project Finance.
Solution
  • Do you ever need to run Recalculate Custom Expressions?
  • Do you ever need to Recalulate Timelines or Recalculate Finance?
  • Ever need to do it for more than a few items?
Now there is an easy way to recalculate your Workfront data. ESPSuite has provided a tool that can be used with any Workfront On-Demand environment. It is embedded right in your own dashboards.
Particulars
Cost:  Annual Subscription
$499/Year
Instructional Video:  No

Report all Report Details

 
Challenge
To easily document the configuration of a group of WorkFront Reports.
Solution
This App generates an Excel spreadsheet with details about Reports in your WorkFront environment. Select an WorkFront object type (Project, Task, Issue, etc.) and this App will document which fields are referenced by each custom WorkFront report. Document which fields are used in the Filter, View, GroupBy and SortBy of each report. Why spend hours manually documenting what fields are used by each Report? This App only takes seconds to run.
Particulars
Cost:  $1/Report
Instructional Video:  No

Report Categories and Parameters

 
Challenge
To easily document all Categories and Parameters defined in WorkFront.
Solution
This App generates an Excel spreadsheet with multiples tabs. All of the Categories and Parameters in your WorkFront environment are documented in a single spreadsheet. It shows what Parameters are used where, and unused Parameters are also highlighted in yellow. It even documents the Calculated Field formulas. Why spend hours manually documenting these configurations? This App only takes seconds to run.
Particulars
Cost:  $9/App Run
to a maximum of:
$9/Day
$49/Week
$149/Month
$9,999/Year
Instructional Video:  No

Rollup Quoted Final Amount

 
Challenge
Rollup Quoted Amount and Final Amount from expenses into Project-level fields.
Solution
Rollup Quoted Amount and Final Amount from expenses into Project-level fields.
Particulars
Cost:  Free
to a maximum of:
$2,500/Year
Instructional Video:  No

Set On Site Dates

 
Challenge
Need a way to easily set Rig On Site and Frac On Site as actual dates are populated.
Solution
Need a way to easily set Rig On Site and Frac On Site as actual dates are populated.
Particulars
Cost:  Free
to a maximum of:
$2,500/Year
Instructional Video:  No

Snapshot Workfront into MS-Access

 
Challenge
You just want your data out of WorkFront. You need a way to grab your WorkFront data so you can have a copy of it inside your organization.
Solution
This App pulls data from your WorkFront instance, and stores it in a relational format inside a Microsoft Access (MDB) file. The MDB includes your Portfolios, Programs, Projects, Tasks, Issues, Iterations, Users, Groups, Roles, Teams, Hours, Hour Types, Timesheets, Billing Records, Exchange Rates, Billing Rates, as well as Custom Forms. You can even schedule this snapshot Monthly or Weekly in My Account.


Pricing
Run On Demand: $999
Bundle of 12 Runs: $4,999 (58% discount - contact us for details)
Bundle of 52 Runs: $9,999 (81% discount - contact us for details)
Particulars
Cost:  $999/App Run
Instructional Video:  No

Sync Template

 
Challenge
To synchronize WorkFront Template changes to their Projects.
Solution
This App lets you select a Template and optionally choose a Project Status. Run it to synchronize WorkFront Tempate changes to the matching Projects that were created upon the Template. The cost is per WorkFront Task edited, with no charge for Tasks that still match the Template.
Particulars
Cost:  $0.25/Task
to a maximum of:
$199/Day
$399/Week
$999/Month
$4,999/Year
Instructional Video:  No

The Scoop

 
Challenge
Looking for a single click in your Browser or Smart Phone way to keep up with what's going on in Workfront? This is it!
Solution
Deploy this Package to your Workfront Environment to install "The Scoop" Dashboard. It includes charts by Project and User of user-entered Notes within the past 1, 2, 4, 8, 24, and 48 hours; the past 7 weeks; and a filterable version since the entire history. Flip any chart to its details tab to see the heat themed color-coded entries: Hot Pink if <1 hour, Bright Purple if <2 hours, Calm Lavender if < 4 hours, Soft Violet if < 8 hours, Pale Indigo if < 24 hours, Chilled Turquoise if < 48 hours, Snowy Blue if < 1 week, and Icy White otherwise. Share it to any users who want to keep up to date with Notes made within Workfront. For best results, invite them to save a shortcut to their smartphone as well. A click a day keeps the surprises away!
Particulars
Cost:  $0/Package
Instructional Video:  No

Update Category

 
Challenge
To quickly manipulate and realign Categories to better match the business, including adding, removing, and reordering Parameters and Parameter Groups, as well as adjusting Calculated Parameter formulas.
Solution
This App lets you select an Excel file. Run it to upload the Excel file and process its Category tab, which reconstructs the Category using the instructions in the Excel file, and (optionally) recalculates the Custom Data Expressions. The cost is per Execution.

CAUTION: an existing Parameter is NOT listed in the Excel file, that Parameter will be DROPPED from the Category along with any DATA that currently exists for that Parameter!

Particulars
Cost:  $5/App Run
to a maximum of:
$49/Day
$199/Week
$499/Month
$2,499/Year
Instructional Video:  No

Update Category Generator

 
Challenge
To generate an Excel file that defines all Parameter Groups and Parameters in a given Category, for use in the Populate Category App.
Solution
This App lets you select a Category. Run it to generate an Excel file with a Category tab containing columns for all Parameter Group and Parameter definitions (including Required, SharedRow, and Formula) for the WorkFront Category that matches. This is a free App.
Particulars

UserWatch

 
Challenge
To monitor usage and encourage adoption in an easy, transparent, and fun manner.
Solution
UserWatch is an add-in Package developed for Workfront Administrators that provides valuable insight into which users are best adopting the Workfront system...and how they are using it. From one informative Dashboard, several reports can be easily generated that do exactly this:

Last 7 Days Login shows which users have logged in within the past seven days so you can quickly monitor (and congratulate) them

Last 7 Days Hours shows which users have entered hours within the past seven days, giving you a quick way to monitor and improve time recording. The report highlights days with none in grey, days with less than 8 hours in yellow, days with exactly 8 in green, and days over 8 hours in red. You can easily adjust the thresholds to suit your own business rules.

Activity Edits Today/Last Week/Last Month are three column charts showing the number of recent edits by user by day in the past day, week, and month, respectively. The charts tell a quick story on whose active, and what the recent trends are. Being interactive, you can easily click into a particular user's bar to get a sense of the data they've been editing.

Activity Edits Trend offers you prompts for Owner Name, Project Name, and Entry Date, then presents a line chart of the edits that match that criteria, giving an insightful trend of activity over time (by week). You can easily adjust the prompt options and level of detail to suit your business requirements.

Account Setup Badges ranks every Active User with points they can earn from Gold, Silver, and Bronze Badges for setting up their Workfront account and keeping it current. The report uses data from a User level Custom Form of the same name (also included) that tracks a ten different Calculated Parameters, as well as the points total. You can attach the form directly to users, or add the fields to existing Custom Forms manually, or using our Update Category App (sold separately). The report is a fun way to encourage users to participate and engage, and is designed to make it easy to rank standings and award prizes, if you'd like to have some friendly competition.

If you want to get a better sense for how Workfront is being adopted by your users and how it is impacting overall performance, license UserWatch today!
Particulars
Cost:  $499/Package
Instructional Video:  No

Workfront Snapshot Schema

 
Challenge
You are interested in Snapshot Workfront into MS-Access, but want to know what your own schema will look like.
Solution
This App creates an MS-Access database with all the same tables that would be generated by a full Snapshot. You can see all the table definitions, as well as the tables corresponding to your Custom Forms. The tables are present, but not populated. This gives you a way to see what types of data are included, and not included, in Snapshot for free.
Particulars
Cost:  Free
Instructional Video:  No

Workfront Snapshot Viewer

 
Challenge
To provide an easy way to view and navigate your WorkFront Snapshot data.
Solution
Workfront Snapshot Viewer is a front-end analysis tool that you use to easily visualize the data in your Workfront Snapshot. Simply filter for the data of interest on the left, then click any of the dozens of hyperlinks in the data relationship diagram in the right. A predefined query will instantly open, taking you directly to the Workfront Snapshot data that meets the filter you chose. No Guid goofiness. No VLookup vertigo. No Excel-tab tap-dancing. Just the data you need.
Particulars
Cost:  $499/Workstation
Instructional Video:  No