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Intro

Workfront (formerly called AtTask) develops web-based work management and project management software . Use Domo’s Workfront connector to retrieve data for a selected Workfront object. To learn more about the Workfront API, visit their page (https://support.workfront.com/hc/en-us/articles/220633507-API-Explorer ). The Workfront connector is a “Cloud App” connector, meaning it retrieves data stored in the cloud. In the Data Center, you can access the connector page for this and other Cloud App connectors by clicking Cloud App in the toolbar at the top of the window. You connect to your Workfront account in the Data Center . This topic discusses the fields and menus that are specific to the Workfront connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.

Primary Use Cases

Use this connector to pull data about the status of projects and the individual tasks that apply to those projects.

Primary Metrics

  • Project status

  • Start and complete dates

  • Hours per project

  • User hours

  • Resources

  • Common issues

Primary Company Roles

  • Project manager

  • Operations

Average Implementation Time

5-10 hours for basic implementation

Ease of Use (on a 1-to-10 scale with 1 being easiest)

5

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Best Practices

  • Reports should typically be run using “Replace.” Users are limited to 10 concurrent running reports, so you should avoid having 10 or more DataSets scheduled to run at the same time.
  • You will need to have a good understanding of the data in your Workfront account to get useful data from the connector.

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Prerequisites

To connect to your Workfront account and create a DataSet, you must have the following:
  • The username and password or the API key associated with your Workfront account. You must update the API key in your connector when it expires.
  • The URL for your Workfront server (for example, https://yourcompany.workfront.com ).
  • You also need to select the API version.
Note that some users may have attask domains, while others may have workfront domains.

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Connecting to Your Workfront Account

This section enumerates the options in the Credentials, Details, and Advanced panes in the Workfront Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to your Workfront account. The following table describes what is needed for each field:

Field

Description

Username

Enter the username to log into your Workfront account. You must provide a username and password OR an API Key.

Password

Enter the password to log into your Workfront account. You must provide a username and password OR an API Key.

API Key Enter your Workfront API key. You must update the API key in the connector connection when it expires. You must provide a username and password OR an API Key.
URL Enter the URL for your AtTask/Workfront server (for example, https://yourcompany.attask-ondemand.com >).
API Version Choose the API version to connect to.
Once you have entered valid Workfront credentials, you can use the same account any time you go to create a new Workfront DataSet. You can manage connector accounts in the Accounts tab in the Data Center . For more information about this tab, see Managing User Accounts for Connectors.

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Details Pane

This pane contains options for selecting a Workfront object and configuring filter fields, date range, etc.

Parameter

Description

Report

Select the Workfornt report you want to run. The following reports are available:

Report Description
Approval Returns a list of approvals for the account.
Assignment Returns a list of assignments, including assigner and assignee, average work per day, project, and current status.
Baseline Returns a list of project baselines, including project ID, start and completion dates, customer ID, budget, and planned hours.
Category Returns a list of categories (custom data forms).
Group Returns a list of groups, including group ID, customer ID, and description.
Hour Returns the number of hours entered for users in the account.
Hour Type Returns a list of hour types used in the account, with name, description.
Issue Returns a list of issues, including start date, assignee, current status, description, planned hours, and responsible team.
Job Role Returns a list of job roles used in the account, with name, description, and cost per hour.
Milestone Returns a list of milestones, including name, description, customer ID.
Milestone Path Returns a list of milestone paths, including name, description, and customer ID.
Note Returns a list of notes, including note subject, note text, project, and owner.
Parameter Returns a list of parameters (fields in custom data forms).
Portfolio Returns a list of portfolios, including name, customer, and entry date.
Program Returns a list of programs, including name, owner, description.
Project Returns a list of projects, including name, budget, actual costs, hours worked, status, and owner.
Project User Returns a list of project users, including customer ID, project ID, and user ID.
Resource Allocation Returns information about resource allocation for given projects and customers, including scheduled hours, budgeted hours.
Resource Pool Returns a list of available resource pools, including customer ID and description.
Schedule Returns a list of schedules in the account.
Task Returns a list of tasks, including start date, assignee, current status, description, planned hours, and responsible team.
Team Returns a list of teams in the account.
Templates Returns a list of templates in the account.
Timesheet Returns timesheet information for all users in the account.
Users Returns information for all users in the account, including name, title, email address, billing information.
Work Returns information about work done, including expense and labor cost, duration, and revenue.

Custom Fields

Enter the custom fields for your report, separated by commas

Reference Fields

Enter the reference fields for your report as a comma-separated list.

Format: reference object:reference field

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.

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FAQs

Yes.
DataSets can be updated as often as once an hour.
Workfront is limited to 10 concurrent DataSets.
To learn about adding prefixes for custom fields, see the following: https://support.workfront.com/hc/en-…ng-custom-data.