Please find below the description of the themes and reports available in the Project Dashboards workspace when multiple projects are selected in the Project Data Selector.
The Project Monitoring theme provides a series of reports that allow users to review the overall situation regarding the selected projects.
The Controlling theme gathers a series of reports allowing the user to review the potential slippage in terms of time, effort, and costs for the selected projects.
The Agile theme allows the user to review the projects for which the Agile feature is enabled.
The Phases & Gates theme provides all the tools to review the Phases and the Gates of the selected project(s).
Report | Description | Specificity |
---|---|---|
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. |
The Finance theme provides a series of reports dedicated to reviewing financial information regarding the selected projects.