Project Dashboards reports (Consolidated)

Please find below the description of the consolidated themes and reports available in the Project Dashboards workspace for projects whose Nature is "Program" or "Product" with connected sub-projects.

Project Monitoring theme

The Project Monitoring theme provides a series of reports that allow users to review the overall situation regarding the sub-projects of the selected Program or Product.

Report

Description

Specificity

Project Status Overview

The Status Overview report has been designed to help Project Managers to keep track of the Status of the selected Program or Product sub-projects (in terms of Workflow State, Status Report, and Health Score).

The Connections feature is used, and the selected project is connected to sub-projects.

This report is relevant when the Status Report and/or Health Score features are used.

Performance

The Performance report aims at providing all the relevant information regarding the selected Program or Product sub-projects shift as compared to their Baseline values.

The Connections feature is used, and the selected project is connected to sub-projects.

This report is only relevant when the Baseline feature is used.

Workload Overview

The Workload Overview report allows the user to view the selected Program or Product Total Effort per project and organization.

The Connections feature is used, and the selected project is connected to sub-projects.

Agile theme

The Agile theme allows the user to review the selected Product or Program sub-projects for which the Agile feature is enabled.

Report

Description

Specificity

Releases

The Releases report allows the user to review the progress of the Releases, and more specifically the status of the Iterations attached to the Releases.

Iteration and Releases.

Epics

The Epics report allows the user to review the progress of the Epics, and more specifically the status of the Backlog Items belonging to those Epics.

Backlog Items and Epics.

Finance theme

The Finance theme provides a series of reports dedicated to reviewing financial information regarding the selected Program or Product sub-projects.

Report

Description

Specificity

Overview

The Overview report compares the consolidated budget of the Program or Product with the combined cost/effort of the sub-projects.

Cash Flow

The Cash Flow report shows the breakdown of the Program or Product sub-projects Cash Flow over the selected time frame.

Cash Flow is computed as follows: Savings - Total Cost.

Billing

The Billing report provides the Billing forecast of the selected Program or Product sub-projects.

The Billable elements are sorted as follows: Billed, Confirmed, and Planned.

To be taken into account, projects must have some Revenues, the Billing feature must be enabled (Setup options), and the Billing Mode has to be set to any other value than "None".

Savings

The Savings report provides a time-distributed view of the selected Program or Product sub-projects Savings (Project Savings and Transactions whose Type is “Savings”).

To be taken into account, projects must have some Revenues, the Billing feature must be enabled (Setup options), and the Billing Mode has to be set to any other value than "None".

Project Savings are entered in the project Finance workspace.