Project Dashboards reports (Multi-Selection)

Status Overview

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

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

Milestone Trend Analysis

The Milestone Trend Analysis report allows the user to review the evolution of a specific type of milestone.

Monitored Milestones only (i.e., Tasks whose Duration is equal to 0 and that have been added to the Watch List, or Tasks whose Workflow has been set to “Gate”).

To be selected, Milestones must have the same names across the selected projects.

Performance

The Performance report aims at providing the user with all relevant information regarding the selected projects shift as compared to their Baseline values.

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

Capacity Planning

The Capacity Planning report allows the user to review the Capacity Forecast and Available Effort for the selected time period and projects.

Capacity Forecast as entered in the Organization Center workspace, Capacity Forecast tab.

Project Effort Breakdown

The Project Effort Breakdown report shows a matrix allowing the user to easily review the effort of the selected projects.

Baseline Comparison

The Baseline Comparison report gives the user the opportunity to compare two different Baselines in terms of dates, effort, and cost for each selected projects.

This report is only relevant when the Baseline feature is used and multiple Baselines are saved.

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.

Roadmap

The Roadmap report allows the user to review whether or not the Agile phases of the projects are properly synchronized with the rest of the project when combining the Agile methodology with another methodology (such as Waterfall, for instance).

Epics, Iterations, and Releases.

Overview

The Overview report provides the list of projects with at least one Phase or one Gate in the form of cards.

Project "Phases & Gates" setup option is enabled.

Project has at least one Task identified as a Phase or a Gate.

Gantt

The Gantt report provides a Gantt chart allowing the user to review the progress of the Phases & Gates projects.

Project "Phases & Gates" setup option is enabled.

Project has at least one Task identified as a Phase or a Gate.

Status

The Status report provides a spreadsheet listing the selected project(s) Phases & Gates, grouped by project for the user to review.

Project "Phases & Gates" setup option is enabled.

Project has at least one Task identified as a Phase or a Gate.

Supervision

The Supervision report provides a synthetic list of all projects using the Phases & Gates feature and contains the same information as the Portfolio Center workspace, Project Supervision tab, in addition to the following indicators: Current Phase, Next Gate, and OTD Status.

Project "Phases & Gates" setup option is enabled.

Project has at least one Task identified as a Phase or a Gate.

Billing

The Billing report provides the Billing forecast of the selected 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 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.